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 cutting-edge 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 (Toronto)
🏢 National Bank of Canada
📍 Toronto