Director Institutional Services (pension plan)

Banque Nationale du Canada; Montreal; Hybrid; CAD 80,000 - 140,000; Full time

Job summary

Join a forward-thinking financial institution as a Director of Institutional Services, where your expertise will help shape the future of asset management. This role allows you to leverage your extensive experience in pension plans to identify new business opportunities and deepen client relationships. You will work within a dynamic team that values collaboration and innovation, ensuring a positive impact on clients and the organization alike. With a focus on professional growth and a commitment to inclusivity, this position offers a unique chance to thrive in a supportive environment while contributing to meaningful financial solutions for institutional clients.

Benefits

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community involvement

Virtual sleep clinic

Qualifications

• 10+ years of experience in pension plans or institutional asset management.
• Established network with institutional clients is essential.

Responsibilities

• Identify and develop business opportunities in custody and institutional asset management.
• Maintain regular contact with clients to meet their evolving needs.

Skills

Business Development

Client-focused

Communication

Emotional Intelligence

Problem Solving

Education

Bachelor's degree

CFA, CIM, accounting titles, or actuary

Job description

Director Institutional Services (pension plan)

Hybrid

Job number: 24897

Category: Senior Professional

Status: Permanent

Schedule: Full-Time

Area of Interest: Wealth management

A career as a Director of Institutional Services within the National Bank Trust team means acting as an expert to identify and develop business opportunities in your market and grow your client base in custody and institutional asset management. This job allows you to have a positive impact on our organization through your expertise in relation to 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 stands out by establishing close relationships with our clients, offering value-added experiences for our clients, and being an industry leader. This position offers you the possibility to work in a hybrid manner, ensuring a work-life balance.

Our training programs based on learning in action allow you to master your profession. Personalized training content is available to promote your continuous learning. Access to colleagues with different expertise, experiences, and diverse profiles enriches your development from all perspectives.

Prerequisites

• Bachelor's degree completed and more than ten years of experience in pension plans and/or institutional asset management.
• Hold the title of CFA, CIM, accounting titles, or to be an actuary.
• Extensive experience with a pension plan client (defined benefit).
• Detail-oriented and experienced in an operational environment.
• Established network of professional contacts with institutional clients.
• Knowledge of institutional services, custody, and institutional asset management is an asset.
• Ability to prioritize to maximize business value for the client and the organization.

Languages: Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

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

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Why work at National Bank?

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?