Job Description

Job Description

Company Description Sia 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 Description

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 transparent, 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) 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 trans

📌 Senior Cash Management Relationship Specialist (Canada)
🏢 Sia
📍 Canada