Senior Manager Onboarding

National Bank of Canada; Toronto; On-site; CAD 120,000 - 180,000; Full time

Benefits offered by this job

Health and wellness program

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

Job summary

National Bank of Canada is seeking a Senior Manager, Onboarding within the National Bank Trust team in Toronto. You will lead end-to-end onboarding, transition and offboarding activities for a diverse client base, acting as a trusted advisor to clients, portfolio managers and internal partners.

You will guide priorities, coach colleagues, and coordinate stakeholders across business lines to ensure a seamless client experience while strengthening governance and operational practices within the

Qualifications

• University degree and 7–10 years of relevant experience in client onboarding, client integration, securities servicing, custody operations, trust services, asset management or related field.
• Strong knowledge of securities custody, operational service models, transition activities and client onboarding practices.
• Experience leading complex mandates with multiple stakeholders, governance requirements, dependencies and competing priorities.

Responsibilities

• Lead end-to-end onboarding, transition and offboarding activities for a diverse client base including institutional clients, portfolio managers, pension plans, asset managers and securities custody clients.
• Provide functional leadership by guiding priorities, influencing decisions and helping colleagues navigate complex integration scenarios.
• Coach, mentor and develop colleagues and subject-matter experts by sharing knowledge and best practices.
• Coordinate stakeholders across business lines, operations and support functions to ensure a seamless client experience.
• Advise clients, portfolio managers and internal partners on integration practices and transition strategies.
• Manage communications across the integration lifecycle by aligning objectives, timelines and risks.
• Identify operational risks and opportunities and contribute to governance and process improvements.

Skills

Client onboarding

Securities custody

Stakeholder management

Leadership

Salesforce

Governance

Advisory capabilities

Education

Bachelor's degree

Tools

Salesforce

Job description

A career as a Senior Manager, Onboarding in the National Bank Trust team at National Bank means acting as a strategic integration lead for complex client and portfolio manager lifecycle events. In this role, you are responsible for overseeing end-to-end onboarding, transition and offboarding activities while delivering a seamless and high-quality client experience. You serve as a trusted advisor and key relationship lead to clients, portfolio managers, internal partners and operational teams, leading complex integration mandates and coordinating stakeholders to ensure successful outcomes. Leveraging your expertise in client onboarding, securities custody, stakeholder management and operational governance, you provide functional leadership, influence key decisions, identify and mitigate risks, and help strengthen and evolve integration practices across the organization.

Your Role

• Lead end-to-end onboarding, transition and offboarding activities for a diverse client base, including institutional clients, portfolio managers, pension plans, asset managers, ETF issuers and securities custody clients.
• Provide functional leadership within the team by guiding priorities, influencing decisions and helping colleagues navigate complex integration scenarios.
• Coach, mentor and develop colleagues and subject-matter experts by sharing knowledge, reinforcing best practices and strengthening the team's integration and advisory capabilities.
• Coordinate multidisciplinary stakeholders across business lines, operations and support functions to ensure a seamless, efficient and well-controlled client experience.
• Advise clients, portfolio managers and internal partners on integration practices, securities custody requirements, operational considerations and transition strategies.
• Manage communications throughout the integration lifecycle by aligning stakeholders on objectives, timelines, risks, dependencies and key deliverables.
• Identify operational risks, critical paths and process improvement opportunities, contribute to the evolution of integration practices by strengthening governance, optimizing processes, documenting key decisions and sharing best practices across the team.

Your Team

National Bank Trust brings together specialists dedicated to delivering trust, custody and asset servicing solutions to a broad range of institutional and wealth management clients. Within the National Bank Trust sector, you will be part of a large team of approximately 150 colleagues and report to the Director, Client and Portfolio Manager Integration. Our team is recognized for its collaborative culture, agility and commitment to delivering exceptional client experiences during complex and high-impact lifecycle events. 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.

Prerequisites

• Hold a university degree and 7 to 10 years of relevant experience in client onboarding, client integration, securities servicing, custody operations, trust services, asset management or a related field.
• Demonstrate strong knowledge of securities custody, operational service models, transition activities and client onboarding practices.
• Possess experience leading complex mandates involving multiple stakeholders, governance requirements, operational dependencies and competing priorities.
• Have strong advisory expertise and the ability to support clients, portfolio managers and business partners throughout critical lifecycle events.
• Be proficient with Salesforce
• Have experience working in a regulated financial services environment; direct experience with transition events, settlement activities or institutional clients is considered an asset.

Languages: English

Required skills: Coaching, Customer Centricity, Empathy, Initiative, Institutional Clients, Leadership, Learning Agility, Portfolio Management, Resiliency, Teamwork, Trust Services

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!