Director Institutional Services

NBC; Vancouver; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Vancouver seeks a Director of Institutional Services to identify and develop business opportunities in custody. This role requires over ten years of experience in pension plans and a strong understanding of institutional asset management. Join a dynamic team with a hybrid work model that supports work-life balance and offers extensive benefits.

Benefits

Health and wellness programs

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community involvement opportunities

Telemedicine services

Virtual sleep clinic

Qualifications

• Over ten years of experience in pension plans and/or institutional asset management.
• Extensive experience with a pension plan client (defined benefit).
• Detail-oriented with experience in operational environments.
• Established network of professional contacts with institutional clients.
• Knowledge of institutional services, custody, and asset management is advantageous.
• Ability to prioritize tasks to maximize business value for clients and the organization.

Responsibilities

• Identify and develop business opportunities in the market.
• Achieve clients' business objectives with financial strategies.
• Ensure visibility through social involvement.
• Maintain quality and profitability of the portfolio.
• Regularly contact clients to meet their evolving needs.
• Monitor liquidity management.

Skills

Business Development

Communication

Emotional Intelligence

Problem Solving

Teamwork

Accountability

Client-focused

Learning Agility

Standards Compliance

Listening

Education

Bachelor's degree

Job description

Attendance

Hybrid

Job number

26577

Category

Senior Professional

Status : Permanent

City

Vancouver

Type of Contract

Permanent

Schedule : Full-Time

Full Time / Part Time?

Full-Time

Posting date

20-May-2025

Location : Vancouver, British Columbia

Province / State

British Columbia

Area(s) of interest : Advisory services, Commercial banking

A career as a Director of Institutional Services within the National Bank Trust team involves acting as an expert to identify and develop business opportunities in your market and grow your client base in custody, aiming to be the best mid-market custodian in Canada. This role allows you to positively impact our organization through your expertise with institutional clients.

Your Role

• Identify and develop business opportunities in your market and grow your client base in custody and institutional asset management.
• Achieve your clients' business objectives by proposing financial strategies based on an optimal combination of products and services offered by the Bank.
• Ensure your visibility and that of the Bank through social involvement in your community and with various organizations and professional associations.
• Have an in-depth knowledge of the markets in which your clients operate (stakeholders, competitors, types of clients).
• Maintain the quality of the portfolio while ensuring its growth and maximizing its profitability.
• Meet the evolving needs of clients by maintaining regular contact with them.
• Ensure rigorous monitoring of managed portfolios.
• Represent the needs of clients to our internal partners.
• Monitor liquidity management.

Your Team

Within NB Trust, you are part of a large team of over 25 colleagues and report to the Vice President, Institutional Markets. Our team is known for establishing close relationships with clients, offering value-added experiences, and leading in the industry. This position offers a hybrid work model to support work-life balance.

Our training programs are based on experiential learning, enabling you to master your profession. Personalized training content is available to support continuous learning. Collaborating with colleagues with diverse expertise enriches your professional development.

Prerequisites

• Bachelor's degree completed with over ten years of experience in pension plans and/or institutional asset management.
• Extensive experience with a pension plan client (defined benefit).
• Detail-oriented and experienced in operational environments.
• Established network of professional contacts with institutional clients.
• Knowledge of institutional services, custody, and asset management is advantageous.
• Ability to prioritize tasks to maximize business value for clients and the organization.

NBCBC

Languages : English

Skills

Business Development, Communication, Emotional Intelligence, Problem Solving, Teamwork, Accountability, Client-focused, Learning Agility, Standards Compliance, Listening

Your Benefits

Along with competitive compensation, you’ll have access to a wide range of flexible benefits to promote your wellbeing and that of your family, including:

• Health and wellness programs
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Community involvement opportunities
• Telemedicine services
• Virtual sleep clinic

We foster a dynamic work environment with modern collaboration tools, encouraging regular feedback and open communication.

We're Putting People First

As a human-scale bank, we emphasize courage, entrepreneurial spirit, and passion for people. Our mission is to positively impact lives. Core values include partnership, agility, empowerment, and inclusivity. We are committed to providing an accessible, barrier-free workplace. If you require accommodations during the recruitment process, please inform us. We welcome all candidates! Join us and live your ambitions!