Senior manager reconciliation strategy and automation

National Bank; Montreal; Hybrid; CAD 120,000 - 160,000; Full time

Benefits offered by this job

Hybrid work environment

Flexible schedule

Job summary

National Bank is seeking a Senior Manager Reconciliation Strategy and Automation in the Operations - investments team. You will lead reconciliation, risk management, and governance while driving transformation and automation to enhance data integrity and operational efficiency.

You will oversee a team of specialists, collaborate with partners, and ensure regulatory compliance. The role blends strategic leadership with hands-on improvement, offering a hybrid, people-focused environment and

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Economics or related field.
• 5+ years in investment operations, reconciliation, or financial controls.
• Experience in management, engagement and team development.
• Knowledge of reconciliation processes, financial integrity and regulatory environments.
• Experience in operational risk management, governance and continuous improvement.
• Experience in transformation, automation, data analytics or AI in Operations.

Responsibilities

• Oversee reconciliation and control activities across positions, transactions and accounts.
• Identify and resolve operational gaps, manage risks and controls.
• Develop and coach a team of specialists with accountability and engagement.
• Strengthen governance and risk management to support audits and resilience.
• Lead transformation, automation and AI initiatives to improve data quality and efficiency.
• Collaborate with internal and external partners to achieve operational excellence.

Skills

Team management

Automation

Data analytics

Risk management

Operational controls

Investment operations

Education

Bachelor's degree in Finance, Accounting, Business Administration, Economics or related field

Job description

A career as a Senior Manager Reconciliation Strategy and Automationin the Operations - investments team at National Bank means acting as a strategic leader responsible for financial integrity, operational controls and reconciliation activities related to investment operations. This position allows you to have a positive impact on our organisation thanks to your expertise in investment operations, risk management, governance and operational transformation.

Your job

• Oversee reconciliation and control activities related to collections, positions, investment transactions, accounts receivable and control accounts to ensure the accuracy and integrity of financial data
• Oversee the identification, analysis and resolution of operational gaps, while ensuring the effective management of risks, controls and exceptions
• Mobilize and develop a team of specialists by promoting accountability, engagement, talent development and continuous improvement
• Strengthen the governance, control and risk management framework to support regulatory requirements, audits and operational resilience
• Lead transformation, automation and artificial intelligence initiatives to optimise processes, improve data quality and increase operational efficiency
• Work with multiple internal and external partners to ensure operational excellence and support the organisation's strategic objectives

Your team

The Vice-President - Operations investments is a team of specialists who work agile, proactively and collaboratively to seize opportunities, stay on the cutting edge of technology and continuously improve processes.

Within Operations investments, you lead a team responsible for reconciliation activities, operational controls, financial integrity and risk mitigation on several investment operations platforms. You will report to the Assistant Vice-President - Operations investments. Our team stands out for its expertise, operational rigour, innovation capacity and direct contribution to the resilience of our operations. Our goal is 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 personalised training programs, based on on on-the-job learning, help you master your profession and develop new fields of expertise. Tools such as the Data Academy, language training, the Harvard Learning Centre and coaching and mentoring support are available to you at any time.

Prerequisites

• A Bachelor's degree in Finance, Accounting, Business Administration, Economics or a related field
• At least five years of experience in investment operations, reconciliation, financial controls or a related field related to financial services/wealth management
• Significant experience in management, engagement and team development
• Solid knowledge of reconciliation processes, financial integrity, operational controls and regulated environments
• Experience in operational risk management, governance and continuous improvement
• Experience in operational transformation, change management, automation, data analytics or artificial intelligence applied to Operations

Your benefits

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 such as:

• 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?