Client Integration Manager - National Bank Trust
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-08-20
Listing for:
National Bank of Canada
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Financial Compliance, Regulatory Compliance Specialist, Risk Manager/Analyst
Job Description & How to Apply Below
Your primary responsibility will be leading the onboarding and offboarding processes for a broad range of clients, including asset managers and ETF issuers. You'll leverage your extensive knowledge of operational governance, securities custody, and client integration practices to serve as a key adviser.
This role offers the opportunity to coordinate efforts across multiple teams, ensuring a seamless onboarding experience while mitigating risks and enhancing governance.
Key Responsibilities:
• Oversee end-to-end client onboarding and transition activities
• Guide team priorities and influence decisions
• Coach and support team members in best practices
• Coordinate stakeholders to manage integration smoothness
• Identify risks and foster process improvement efforts
Requirements:
• University degree with 7-10 years of relevant experience
• Deep understanding of custody operations and onboarding
• Experience leading complex integration requests
• Proficiency in Salesforce and Microsoft Teams
• Solid background in regulated financial service sectors
Lead impactful onboarding initiatives at National Bank Trust and drive success through exceptional client care.
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