Senior Manager Client Onboarding at National Bank
Banque Nationale du Canada
Advance your career as a Senior Manager, Onboarding within the National Bank Trust team in Toronto. Lead complex client integrations and deliver high-quality onboarding experiences to a diverse clientele. In this senior role, you’ll oversee end-to-end onboarding processes while mentoring colleagues and coordinating with stakeholders. Your expertise in client onboarding, operational governance, and risk management will ensure seamless transitions for institutional clients and portfolio managers. This position emphasizes collaboration and requires strong advisory skills to guide teams through integration scenarios. Key Responsibilities:
- Lead onboarding, transition, and offboarding for diverse clients
- Provide guidance and influence decision-making within the team
- Mentor colleagues to enhance integration and advisory capabilities
- Coordinate stakeholders across various business lines
- Manage communications and align stakeholders on project objectives
- University degree and 7-10 years of relevant experience
- Strong knowledge of securities custody and client onboarding practices
- Experience managing complex, stakeholder-driven mandates
- Proficient with Salesforce and regulated financial environments
- Strong advisory skills with institutional clients
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