Senior Cash Management Relationship Specialist (FSI)150 York Street, M5H 3S5 Toronto, CanadaCompany DescriptionSia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes.Job DescriptionSia 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 ResponsibilitiesCustomer Transition OwnershipOwn a portfolio of assigned customers end-to-end - from readiness assessment through compliance collection, product implementation coordination, go-live, and post-cutover monitoringAssess each customer's product complexity profile at engagement start; set clear timelines andexpectations based on their specific situationGuide customers through the full transition experience, managing objections and maintaining relationship momentum through a process that can feel disruptive from the customer's perspectiveCoordinate with customer stakeholders to ensure readiness for implementation milestones — including any product testing, documentation, or internal change management required on their sideExecute a structured post-cutover monitoring period: confirm activity migration, conduct proactive check-ins, and close out the transition formallyCross-Functional CoordinationPartner closely with the client's Sales and Relationship Management teams; operate as a trusted, day-to-day extension of the Canada Sales teamCoordinate with Compliance and KYC teams to guide customers through account opening and documentation requirements,



including dual-jurisdiction scenariosLiaise with internal Migration Specialists and Product Implementation teams at defined handoff points; elevate customer-drivendelays that risk program timelinesRoute all customer-facing communications through the client's Marketing and Communications function for approval prior to distributionSales Support and Revenue ProtectionIdentify upsell and cross-sell opportunities within the transitioning customer portfolio and route them to the client's Sales team with a clear, qualified briefApply relevant product value and risk arguments at the point of transition to support adoption of enhanced product capabilitiesFlag fee-sensitive or at-risk accounts proactively; develop and execute targeted retention approaches in coordination with the Sales teamContribute to the broader commercial relationship by acting as a credible, knowledgeable face of the program for corporate treasury stakeholdersProgram ContributionContribute to playbook iteration between cohorts: log recurring objection patterns, escalation themes, and process gaps; feed insights to the program teamParticipate in wave planning and capacity calibration sessions; provide input on customer-specific sequencing risksQualifications12+ 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)Working knowledge of US cash management products sufficient to navigate cross-border customer situations (US ACH, wire, account analysis billing)Demonstrated hands-on client management and relationship management experience within a bank or financial institution, with direct responsibility for managing and supporting client accounts.Experience working in a front-office Sales, Relationship Management, or Sales Support function, with direct client interaction and ownership of client relationships, rather than an operations or back-office support role.Proven experience managing client transitions and implementations, including coordinating onboarding activities with internal bank operations, product, implementation, technology, and service teams.Ability to act as the primary client-facing point of contact throughout onboarding and transition activities, translating client requirements into actionable deliverables and coordinating execution across internal teams.Strong understanding of cash management products and solutions, with the ability to engage clients on their requirements, identify appropriate solutions, and support the delivery and implementation of those solutions.Experience managing complex institutional or corporate banking relationships, including stakeholder management, issue resolution, client communications, and coordination across multiple internal functions.Demonstrated ability to bridge front-office client needs with bank operations and implementation teams,



ensuring a seamless client experience from solution design through onboarding and ongoing relationship management.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-negotiablePreferred QualificationsPrior 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 functionFamiliarity with file-based payment products and testing environments from a client implementation perspectiveUnderstanding of Canadian regulatory and compliance frameworks (FINTRAC, OSFI, CPA Rules) at an operational levelKnowledge of cross-border banking structures and the documentation complexity they create for corporate clientsCTP (Certified Treasury Professional), CACM, or equivalent cash management certificationBachelor's degree in Finance, Business, or a related fieldAdditional InformationLocation & LogisticsOn-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 on-site presence in TorontoProgram duration: approximately 18-24 monthsTravel within Canada for customer meetings may be required for complex accountsCompensation & BenefitsCompetitive base salary + annual discretionary bonusComprehensive benefits including medical, dental, and vision coverageGenerous vacation and parental leave policiesProfessional development support and access to Sia's global networkOur Commitment To DiversityAt Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information.Hybrid Workplace GuidelinesSia is committed to providing a flexible workplace setting that supports client, business, and market needs. Consultants located in our primary market office locations—Toronto, New York City, Charlotte, Seattle, and San Francisco are expected to live within a reasonable commuting distance and attend the office at least three days or more per week. For applicants in other markets, including those without a local office, we offer more flexible in-person requirements to accommodate your location.Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

📌 Senior Cash Management Relationship Specialist (Toronto)
🏢 PPT Consulting
📍 Toronto