Senior Manager - Cash Management Client Success (FSI)

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 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 Professional), CACM, or equivalent cash management certification  Bachelor's degree in Finance, Business, or a related field  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 on-site presence in Toronto  Program duration: approximately 18–24 months  Travel within Canada for customer meetings may be required for complex accounts  Compensation & Benefits  Competitive base salary + annual discretionary bonus  Comprehensive benefits including medical, dental, and vision coverage  Generous vacation and parental leave policies  Professional development support and access to Sia's global network All your information will be kept confidential according to EEO guidelines.  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.   We do not use artificial intelligence to screen or make decisions about candidates. Limited AI tools may be used for administrative or operational purposes in the recruitment process. 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.