Sia Partners is seeking a Senior Cash Management Specialist (Contract or Full time) to join a client-embedded delivery program at a major North American bank. Embedded within the client's Canadian Sales team in Toronto, you will serve as the primary point of contact for a portfolio of corporate and commercial banking customers navigating a structured transition to a new Canadian branch banking model.

This is a managed program role with defined KPIs and outcome accountability - not staff augmentation. You will own the full customer transition journey from initial engagement through go-live and post-cutover stabilization, with the objective of protecting every customer relationship through a complex, bank-initiated change while enabling the client's Sales team to focus on net new revenue.

The program runs in cohort waves over an 18-month period and involves new account openings, compliance re-papering, product implementation coordination, and a structured handoff to ongoing relationship coverage. KEY RESPONSIBILITIES

Customer Transition Ownership

Own a portfolio of assigned customers end-to-end - from readiness assessment through compliance collection, product implementation coordination, go-live, and post-cutover monitoring

Assess each customer's product complexity profile at engagement start; set clear timelines and expectations based on their specific situation

Guide customers through the full transition experience, managing objections and maintaining relationship momentum through a process that can feel disruptive from the customer's perspective

Coordinate with customer stakeholders to ensure readiness for implementation milestones — including any product testing, documentation, or internal change management required on their side

Execute a structured post-cutover monitoring period: confirm activity migration, conduct proactive check-ins, and close out the transition formally Cross-Functional Coordination

Partner closely with the client's Sales and Relationship Management teams; operate as a trusted, day-to-day extension of the Canada Sales team





Coordinate with Compliance and KYC teams to guide customers through account opening and documentation requirements, including dual-jurisdiction scenarios

Liaise with internal Migration Specialists and Product Implementation teams at defined handoff points; escalate customer-driven delays that risk program timelines

Route all customer-facing communications through the client's Marketing and Communications function for approval prior to distribution Sales Support and Revenue Protection

Identify upsell and cross-sell opportunities within the transitioning customer portfolio and route them to the client's Sales team with a clear, qualified brief

Apply relevant product value and risk arguments at the point of transition to support adoption of enhanced product capabilities

Flag fee-sensitive or at-risk accounts proactively; develop and execute targeted retention approaches in coordination with the Sales team

Contribute to the broader commercial relationship by acting as a credible, knowledgeable face of the program for corporate treasury stakeholders Program Contribution

Contribute to playbook iteration between cohorts: log recurring objection patterns, escalation themes, and process gaps; feed insights to the program team

Participate in wave planning and capacity calibration sessions; provide input on customer-specific sequencing risks Qualifications

12+ years of client-facing experience in Canadian cash and/or treasury management, transaction banking at a major financial institution (Schedule I or Schedule III bank)

Deep, working knowledge of Canadian cash management products — including deposit account structures, payment rails (wires, EFT/ACH, cheques), receivables solutions (lockbox, electronic), and online banking platforms; this is the primary qualification and is non-negotiable





Hands-on experience with client onboarding in the cash management domain — account opening, compliance documentation, and product implementation from the bank side

Proven sales support or business development contribution — experience working alongside or in direct support of Relationship Managers or Sales teams to grow and protect a corporate banking portfolio

Working knowledge of US cash management products sufficient to navigate cross-border customer situations (US ACH, wire, account analysis billing)

Proven ability to manage complex, multi-stakeholder client situations — setting clear expectations, handling objections, and driving outcomes without direct authority

Strong written and verbal communication skills; able to engage credibly with corporate treasury stakeholders, Sales partners, Compliance, and Product simultaneously

Comfortable operating in a fast-paced, client-embedded environment with shifting priorities and tight timelines Preferred Qualifications:

Prior experience in a bank-initiated customer migration or transition program (account restructuring, branch consolidation, product sunset) in a client-facing role, preferably in Sales or Sales support function

Familiarity with file-based payment products and testing environments from a client implementation perspective

Understanding of Canadian regulatory and compliance frameworks (FINTRAC, OSFI, CPA Rules) at an operational level

Knowledge of cross-border banking structures and the documentation complexity they create for corporate clients

CTP (Certified Treasury Skilled), CACM, or equivalent cash management certification

Bachelor's degree in Finance, Business, or a related field Additional Information

Location & Logistics

On-site in Toronto - this role requires physical co-location with the client's Canada Sales team for the program duration; candidates must be Canada-based or willing to commit to in office presence in Toronto

Program duration: approximately 18–24 months

Travel within Canada for customer meetings may be required for complex accounts

📌 Cash Management Specialist (Toronto)
🏢 Sia
📍 Toronto