Senior Cash Management Specialist (FSI)

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
• 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)
• 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
• Hands-on experience with client onboarding in the cash management domain - account opening, compliance documentation, and product implementation from the bank side
• Proven sales support or business development contribution - experience working alongside or in direct support of Relationship Managers or Sales teams to grow and protect a corporate banking portfolio
• Working knowledge of US cash management products sufficient to navigate cross-border customer situations (US ACH, wire, account analysis billing)
• Proven ability to manage complex, multi-stakeholder client situations - setting clear expectations, handling objections, and driving outcomes without direct authority
• Strong written and verbal communication skills; able to engage credibly with corporate treasury stakeholders, Sales partners, Compliance, and Product simultaneously
• Comfortable operating in a fast-paced, client-embedded environment with shifting priorities and tight timelines

Requirements

• Prior experience in a bank-initiated customer migration or transition program (account restructuring, branch consolida

Additional Information

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.

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