Documentation Governance Lead

National Bank of Canada; Montreal (administrative region); Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible work arrangements

Health and wellness program

Pension plan

Employee share ownership plan

Professional development programs

Job summary

National Bank of Canada is seeking a Documentation Governance Lead within the Capital Markets Client Due Diligence team. You will drive a structured documentation framework that aligns with regulatory requirements and transformation initiatives, steering governance, and efficiency improvements across partners.

You will implement a strategy, assess existing documentation, and manage a roadmap while collaborating with Legal, Compliance, and Operations to ensure a consistent, sustainable governance

Qualifications

• University degree in finance, business, or a related field is required.
• Minimum of 5 years of experience in documentation or operational governance.
• Experience documenting, reviewing, and optimizing complex operational processes.
• Knowledge of governance frameworks and continuous improvement methods.
• Experience with Microsoft Office, Atlassian, and process-mapping tools.
• Familiarity with financial services, capital markets, and regulatory compliance (AML/KYC) is preferred.
• Experience leveraging AI tools, such as Copilot, for documentation and process improvement.

Responsibilities

• Define and implement a documentation governance strategy aligned with priorities.
• Assess existing documentation to identify gaps and risks.
• Establish and manage a roadmap for documentation initiatives and timelines.
• Document and optimize processes, guides, and standards for operational excellence.
• Collaborate with Business, Legal, Compliance, and Operations partners to ensure regulatory alignment.
• Develop governance tools, dashboards, and KPIs to support continuous improvement.

Skills

Documentation governance

Operational governance

Process management

Continuous improvement

Stakeholder collaboration

AI tools familiarity

Education

University degree in finance, business administration, law, or related field

Tools

Microsoft Office

Atlassian

Process-mapping tools

Job description

A career as a Documentation Governance Lead in the Capital Markets Client Due Diligence team at National Bank means acting as a strategic leader in documentation governance and operational excellence. In this role, you will have a direct impact on the quality, consistency, and sustainability of operational processes by building a structured documentation framework that supports business objectives, regulatory requirements, and transformation initiatives.

You will help bring clarity to a complex environment by improving documentation practices, strengthening governance, and enabling teams to work more efficiently through clear and sustainable processes.

Your role

• Define and implement a documentation governance strategy aligned with operational, regulatory, and transformation priorities.
• Assess existing documentation to identify gaps, risks, redundancies, and opportunities for improvement.
• Establish and manage a roadmap that prioritizes documentation initiatives, stakeholders, deliverables, and timelines.
• Document and optimize operational processes, procedures, guides, and standards to support operational excellence.
• Collaborate with Business, Legal, Compliance, and Operations partners to ensure alignment with organizational and regulatory requirements.
• Develop governance tools, dashboards, performance indicators, and process-management practices that support continuous improvement and innovation.

Your team

The Capital Markets Operations sector brings together specialists who work in an agile, proactive, and collaborative manner to seize opportunities, stay at the forefront of evolving practices, and continuously improve processes.

Within the Capital Markets Client Due Diligence department, you are part of a multidisciplinary team and report to the Senior Director, Capital Markets Client Due Diligence. Our team stands out for its collaborative approach, transformation mindset, and commitment to operational excellence. We aim to offer you maximum flexibility to promote your quality of life. This includes a hybrid work environment and a flexible, adaptable schedule.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.

Requirements

• Hold a university degree in finance, business administration, law, or another relevant field and possess at least 5 years of experience in documentation governance, operational governance, or process management.
• Demonstrate experience documenting, reviewing, and optimizing operational processes within a complex environment.
• Have knowledge of governance frameworks, continuous improvement practices, and process-management methodologies.
• Possess experience working with Microsoft Office, Atlassian, and process-mapping or process-management tools.
• Have knowledge of financial services, Capital Markets, or regulatory compliance, including AML/KYC requirements (asset).
• Have experience leveraging artificial intelligence tools, such as Copilot, to support documentation and process improvement initiatives (asset).

Languages: French, English
Reason to require this language: you will need to work closely with our colleagues outside Quebec.
Required skills: Artificial Intelligence, Cybersecurity, Diversity & Inclusion, Empathy, Initiative, Learning Agility, Resiliency, Teamwork

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!