Become the Senior Manager of Onboarding at National Bank Trust, leading seamless client integrations and lifecycle events. This role emphasizes client relationships, operational governance, and creative onboarding strategies.

In this key leadership role, you will oversee the end-to-end onboarding and offboarding processes for diverse client portfolios. You will utilize your expertise in client integration, securities custody, and stakeholder management to ensure a high-quality client experience. As a trusted advisor, your influence will help navigate complex integration mandates, coordinate multidisciplinary teams, and enhance operational practices.

Key Responsibilities:
• Lead onboarding for institutional clients and portfolio managers
• Provide strategic guidance and support to colleagues




• Coordinate efforts across various business lines and stakeholders
• Advise clients on operational and securities custody strategies
• Manage communications throughout the onboarding lifecycle

Requirements:
• University degree with 7-10 years’ experience
• Strong knowledge of securities custody and onboarding practices
• Proven experience leading complex stakeholder mandates
• Proficiency in Salesforce and Microsoft Office Suite
• Familiarity with regulated financial services environments

Drive integration excellence and elevate client experiences at National Bank Trust.
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📌 Senior Manager, Client Onboarding at National Bank Trust (Ontario)
🏢 National Bank of Canada
📍 Ontario