Senior Manager Institutional Trading Support

Banque Nationale du Canada; Montreal; On-site; CAD 100,000 - 140,000; Full time

Job summary

A leading financial institution seeks a Senior Manager for Institutional Trading Support to enhance client satisfaction while managing operational processes in trading and client onboarding. The ideal candidate will have extensive experience in financial markets, proven leadership skills, and the ability to navigate a dynamic work environment.

Benefits

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Qualifications

• 7-10 years of relevant experience in financial markets or securities.
• Bilingualism in English and French considered an asset.
• Completion of licensing requirements within specified timeframes.

Responsibilities

• Lead client onboarding, KYC/due diligence, and collateral management.
• Monitor trader inventories and positions, ensuring accurate reporting.
• Drive strategic initiatives and operational efficiency improvements.

Skills

Relationship Management

Problem Solving

Communication

Leadership

Multitasking

Education

Bachelor’s degree in commerce or equivalent

Canadian Securities Course (CSC) or CFA designation

Job description

Senior Manager Institutional Trading Support

On-Site

Job number

26917

Category

Senior Professional

Status: Permanent

Country

Canada

Schedule: Full-Time

04-Jun-2025

Area of Interest: Financial markets and treasury

The Senior Manager, Financial Markets Institutional Trading Support & Client Onboarding leads a team that delivers high-quality service to institutional clients and supports multiple trading desks and groups including Institutional Equities, Options, Exchange-Traded Fund (ETF) Market Making, Electronic Trading & Program Trading, Financial Products, and Equity Capital Markets.

The team acts as the main point of contact for clients and collaborates with traders to manage onboarding, KYC/due diligence, client servicing, collateral, cash and margin management, securities lending, trade clearing and settlement, and reporting—while minimizing risk to the bank. This role also involves analyzing business objectives, applying market expertise, and implementing solutions to drive growth and development.

This position is based in Montreal or Toronto.

Your Job

• Maintain strong client satisfaction through responsive service, while partnering with Traders, Sales, Business Heads, and Technology to deliver efficient, client-focused solutions and drive cross-functional improvements.
• Manage operational processes including collateral, cash and margin management, securities lending, trade clearing, and settlements.
• Monitor trader inventories and positions, ensuring accurate P&L reporting and real-time risk management.
• Lead client meetings, identify and resolve issues, and deliver tailored solutions.
• Drive strategic initiatives, regulatory projects, and business development efforts.
• Promote operational efficiency through process reviews, automation, and interdepartmental improvements.
• Demonstrate strong communication skills and manage clear, concise internal and external communications
• Coach and mentor employees, ensure training & documentation for business continuity, and promote career and personal development

Basic Requirements

• Bachelor’s degree in commerce or equivalent, ideally with a completed Canadian Securities Course (CSC) or CFA designation, and 7–10 years of relevant experience in financial markets or securities.
• Knowledge of securities trading, lending, borrowing, settlements, and the broader Financial Markets ecosystem—including products, systems, processes, and regulatory requirements.
• Proven ability to analyze, organize, and manage multiple priorities in a fast-paced environment.
• Excellent relationship management, interpersonal, client service, leadership and communication skills
• Comfortable interacting with stakeholders at all organizational levels.
• Great team spirit, proactivity, positive attitude, motivation, and commitment
• Capacity to work under pressure in a constantly changing environment to support a demanding professional clientele and multiple Trading Desks
• Bilingualism both spoken and written (English and French) is considered an asset
• Completion of Conducts and Practices Handbook (CPH), Options Licensing Course (OLC), and licensing with CIRO within 6 months; FINRA licensing within a year

Languages:

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

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Business Development Business Relationship Management Communication Diversity & Inclusion Financial Markets Leadership Multitasking Securities Securities Regulation Teamwork Client-focused Decision Making Initiative Learning Agility Resiliency

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?

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