Senior Manager - Cash Management Client Success (FSI)

Company Description

Sia Partners is a unique management consulting firm composed of 850+ passionate consultants who drive business changes among our customers. Through unparalleled industry expertise, we deliver superior value and tangible results to our clients in over 21 sectors and service teams.

Financial institutions has drastically changed over the last decade and further evolutions are yet to come. Regulatory constraints have driven most of these transformations, but the disruptive revolution is much more complex and cannot be limited to the latter. Business models must be adapted within each business line and operating models must take into account industrial partnership, outsourcing or strategic alliances. Sia Partners assists its clients in coping with these transformations in order to improve their competitive advantages, flexibility productivity and profitability: strategic deployment, financial performance, business process optimization, digitalization, risk and regulatory adherence.

Thanks to Sia Partners’ international footprint, the Financial Services practice is strategically located in all major financial and energy hubs (New York, Charlotte, UK, Europe, and Asia Pacific) and our integrated model allows teams from different countries to easily partner, when appropriate.

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) 

• 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 

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 

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 

Additional Information

All your information will be kept confidential according to EEO guidelines. 

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.  

We do not use artificial intelligence to screen or make decisions about candidates. Limited AI tools may be used for administrative or operational purposes in the recruitment process.

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.