Senior Cash Management Relationship Specialist - Fsi

Job Description

Sia Partners is seeking a Senior Cash Management Specialist (Contract or Full time) to join a client-embedded delivery program at a major North American bank. Embedded within the client's Canadian Sales team in Toronto, you will serve as the primary point of contact for a portfolio of corporate and commercial banking customers navigating a structured transition to a new Canadian branch banking model. 

This is a managed program role with defined KPIs and outcome accountability - not staff augmentation. You will own the full customer transition journey from initial engagement through go-live and post-cutover stabilization, with the objective of protecting every customer relationship through a complex, bank-initiated change while enabling the client's Sales team to focus on net new revenue. 

The program runs in cohort waves over an 18-month period and involves new account openings, compliance re-papering, product implementation coordination, and a structured handoff to ongoing relationship coverage. 

KEY RESPONSIBILITIES 

Customer Transition Ownership 

• Own a portfolio of assigned customers end-to-end - from readiness assessment through compliance collection, product implementation coordination, go-live, and post-cutover monitoring 

• Assess each customer's product complexity profile at engagement start; set clear timelines and expectations based on their specific situation 

• Guide customers through the full transition experience, managing objections and maintaining relationship momentum through a process that can feel disruptive from the customer's perspective 

• Coordinate with customer stakeholders to ensure readiness for implementation milestones — including any product testing, documentation, or internal change management required on their side 

• Execute a structured post-cutover monitoring period: confirm activity migration, conduct proactive check-ins, and close out the transition formally 

Cross-Functional Coordination 

• Partner closely with the client's Sales and Relationship Management teams; operate as a trusted, day-to-day extension of the Canada Sales team 

• Coordinate with Compliance and KYC teams to guide customers through account opening and documentation requirements, including dual-jurisdiction scenarios 

• Liaise with internal Migration Specialists and Product Implementation teams at defined handoff points; escalate customer-driven delays that risk program timelines 

• Route all customer-facing communications through the client's Marketing and Communications function for approval prior to distribution 

Sales Support and Revenue Protection 

• Identify upsell and cross-sell opportunities within the transitioning customer portfolio and route them to the client's Sales team with a clear, qualified brief 

• Apply relevant product value and risk arguments at the point of transition to support adoption of enhanced product capabilities 

• Flag fee-sensitive or at-risk accounts proactively; develop and execute targeted retention approaches in coordination with the Sales team 

• Contribute to the broader commercial relationship by acting as a credible, knowledgeable face of the program for corporate treasury stakeholders 

Program Contribution 

• Contribute to playbook iteration between cohorts: log recurring objection patterns, escalation themes, and process gaps; feed insights to the program team 

• Participate in wave planning and capacity calibration sessions; provide input on customer-specific sequencing risks 

Qualifications

12+ years of client-facing experience in Canadian cash and/or treasury management, transaction banking at a major financial institution (Schedule I or Schedule III bank) 

• Working knowledge of US cash management products sufficient to navigate cross-border customer situations (US ACH, wire, account analysis billing) 

• Demonstrated hands-on client management and relationship management experience within a bank or financial institution, with direct responsibility for managing and supporting client accounts.

• Experience working in a front-office Sales, Relationship Management, or Sales Support function, with direct client interaction and ownership of client relationships, rather than an operations or back-office support role.
• Proven experience managing client transitions and implementations, including coordinating onboarding activities with internal bank operations, product, implementation, technology, and service teams.
• Ability to act as the primary client-facing point of contact throughout onboarding and transition activities, translating client requirements into actionable deliverables and coordinating execution across internal teams.
• Strong understanding of cash management products and solutions, with the ability to engage clients on their requirements, identify appropriate solutions, and support the delivery and implementation of those solutions.
• Experience managing complex institutional or corporate banking relationships, including stakeholder management, issue resolution, client communications, and coordination across multiple internal functions.
• Demonstrated ability to bridge front-office client needs with bank operations and implementation teams, ensuring a seamless client experience from solution design through onboarding and ongoing relationship management.

• Deep, working knowledge of Canadian cash management products - including deposit account structures, payment rails (wires, EFT/ACH, cheques), receivables solutions (lockbox, electronic), and online banking platforms; this is the primary qualification and is non-negotiable 

Preferred Qualifications: 

• Prior experience in a bank-initiated customer migration or transition program (account restructuring, branch consolidation, product sunset) in a client-facing role, preferably in Sales or Sales support function 

• Familiarity with file-based payment products and testing environments from a client implementation perspective 

• Understanding of Canadian regulatory and compliance frameworks (FINTRAC, OSFI, CPA Rules) at an operational level 

• Knowledge of cross-border banking structures and the documentation complexity they create for corporate clients 

• CTP (Certified Treasury Professional), CACM, or equivalent cash management certification 

• Bachelor's degree in Finance, Business, or a related field 

Additional Information

Location & Logistics

• On-site in Toronto - this role requires physical co-location with the client's Canada Sales team for the program duration; candidates must be Canada-based or willing to commit to on-site presence in Toronto 
• Program duration: approximately 18–24 months 
• Travel within Canada for customer meetings may be required for complex accounts 

Compensation & Benefits 

• Competitive base salary + annual discretionary bonus 
• Comprehensive benefits including medical, dental, and vision coverage 
• Generous vacation and parental leave policies 
• Professional development support and access to Sia's global network 

Our Commitment To Diversity

At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. 

Hybrid Workplace Guidelines

Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—Toronto, New York City, Charlotte, Seattle, and San Francisco are expected to live within a reasonable commuting distance and attend the office at least three days or more per week. For applicants in other markets, including those without a local office, we offer more flexible in-person requirements to accommodate your location. 

Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.