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 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