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Added 4 hours ago
H
IT Project Manager
HrBrain
Featured · Posted directly by employer
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- $70 CAD / hour
- Contract
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Added 4 mins ago
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Added 4 mins ago
SEASONAL ASSOCIATE
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This position will provide casework and support to residents of Connective’s programs to enhance their quality of life, to ensure the orderly and safe operation of the facility, and to…
Added 4 mins ago
UC
Accommodation Support Facilitator - Full Time
Upper Canada Child Care
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- Full-time
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HM
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program in a jurisdiction recognized by the College of Family Physicians of Canada (CFPC)
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Added 35 mins ago
SA
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Added 35 mins ago
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(CAN) Front End Checkout Team Associate
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Added 35 mins ago
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(CAN) Front End Checkout Team Associates
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Added 35 mins ago
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Added 50 mins ago
RB
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Added 1 hour ago
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Added 1 hour ago
DL
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National Bank of Canada

Senior Manager Onboarding

Toronto, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Dec 6, 2026
Posting language: English
Posted: Nov 6, 2026

Original job description

A career as a Senior Manager, Onboarding in the National Bank Trust team at National Bank means acting as a strategic integration lead for complex client and portfolio manager lifecycle events. In this role, you are responsible for overseeing end-to-end onboarding, transition and offboarding activities while delivering a seamless and high-quality client experience.
You serve as a trusted advisor and key relationship lead to clients, portfolio managers, internal partners and operational teams, leading complex integration mandates and coordinating stakeholders to ensure successful outcomes. Leveraging your expertise in client onboarding, securities custody, stakeholder management and operational governance, you provide functional leadership, influence key decisions, identify and mitigate risks, and help strengthen and evolve integration practices across the organization.

Your Role

Lead end-to-end onboarding, transition and offboarding activities for a diverse client base, including institutional clients, portfolio managers, pension plans, asset managers, ETF issuers and securities custody clients.
Provide functional leadership within the team by guiding priorities, influencing decisions and helping colleagues navigate complex integration scenarios.
Coach, mentor and develop colleagues and subject-matter experts by sharing knowledge, reinforcing best practices and strengthening the team's integration and advisory capabilities.
Coordinate multidisciplinary stakeholders across business lines, operations and support functions to ensure a seamless, efficient and well-controlled client experience.
Advise clients, portfolio managers and internal partners on integration practices, securities custody requirements, operational considerations and transition strategies.
Manage communications throughout the integration lifecycle by aligning stakeholders on objectives, timelines, risks, dependencies and key deliverables.
Identify operational risks, critical paths and process improvement opportunities, contribute to the evolution of integration practices by strengthening governance, optimizing processes, documenting key decisions and sharing best practices across the team.

Your Team
National Bank Trust brings together specialists dedicated to delivering trust, custody and asset servicing solutions to a broad range of institutional and wealth management clients.
Within the National Bank Trust sector, you will be part of a large team of approximately 150 colleagues and report to the Director, Client and Portfolio Manager Integration. Our team is recognized for its collaborative culture, agility and commitment to delivering exceptional client experiences during complex and high-impact lifecycle events. The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.

Prerequisites
• Hold a university degree and 7 to 10 years of relevant experience in client onboarding, client integration, securities servicing, custody operations, trust services, asset management or a related field. • Demonstrate strong knowledge of securities custody, operational service models, transition activities and client onboarding practices. • Possess experience leading complex mandates involving multiple stakeholders, governance requirements, operational dependencies and competing priorities. • Have strong advisory expertise and the ability to support clients, portfolio managers and business partners throughout critical lifecycle events. • Be proficient with Salesforce• Have experience working in a regulated financial services environment; direct experience with transition events, settlement activities or institutional clients is considered an asset.

Languages: English
Required skills: Coaching, Customer Centricity, Empathy, Initiative, Institutional Clients, Investment Portfolio Management, Leadership, Learning Agility, Resiliency, Teamwork, Trust Services

Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Apply About employer

More about this job

Responsibilities

Lead end-to-end onboarding, transition, and offboarding for institutional and other clients, coordinating stakeholders and advising clients and internal partners on integration, custody, and operational requirements. Provide functional leadership and coaching, manage lifecycle communications and risks, and improve integration governance, processes, and practices.

Requirements

A university degree and 7 to 10 years of relevant experience in onboarding, integration, securities servicing, custody, trust services, asset management, or a related field are required. Candidates should have strong securities custody and operational knowledge, experience leading complex multi-stakeholder mandates in regulated financial services, advisory capabilities, and Salesforce proficiency.

Skills

Coaching
Customer Centricity
Empathy
Initiative
Institutional Clients
Leadership
Learning Agility
Resiliency
Teamwork
Trust Services
Client Onboarding
Securities Custody
Stakeholder Management
Operational Governance
Salesforce

Benefits

Health and Wellness Program
Flexible Group Insurance
Pension Plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential Banking Services
Community Initiatives
Telemedicine Service
Virtual Sleep Clinic

Visa sponsorship

Not detected in the job text

Keywords

Client Onboarding
Client Integration
Transition Management
Offboarding
Securities Custody
Securities Servicing
Trust Services
Asset Management
Institutional Clients
Portfolio Managers
Pension Plans
Asset Managers
ETF Issuers
Operational Governance
Stakeholder Management
Risk Mitigation
Process Improvement
Client Lifecycle
Settlement Activities
Regulated Financial Services
Salesforce
Coaching
Mentoring
Client Experience
Integration Practices

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