Sia Partners
Senior Cash Management Specialist (FSI)
Toronto, ON, Canada · Senior · Full-time
Sponsorship not specifiedDetected 33 days ago
RailsData ScienceSalesBusiness DevelopmentLogisticsCommunicationCollaboration
About the role
- Sia is a next-generation, global management consulting group.
- 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.
Responsibilities
- Partner closely with the client's Sales and Relationship Management teams; operate as a trusted, day-to-day extension of the Canada Sales team
- Sales Support and Revenue Protection
- 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
- 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
- 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
- Professional development support and access to Sia's global network
Requirements
- 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
- Hands-on experience with client onboarding in the cash management domain - account opening, compliance documentation, and product implementation from the bank side
- Working knowledge of US cash management products sufficient to navigate cross-border customer situations (US ACH, wire, account analysis billing)
- Coordinate with customer stakeholders to ensure readiness for implementation milestones - including any product testing, documentation, or internal change management required on their side
Nice to have
- 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
- CTP (Certified Treasury Professional), CACM, or equivalent cash management certification
- Bachelor's degree in Finance, Business, or a related field
- Program duration: approximately 18-24 months
- Travel within Canada for customer meetings may be required for complex accounts
- Our Commitment To Diversity
- Please visit our website for more information.
Compensation
- Competitive base salary + annual discretionary bonus
- Professional development support and access to Sia's global network
- Our Commitment To Diversity
- At 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.
- Please visit our website for more information.
Benefits
- Competitive base salary + annual discretionary bonus
- Comprehensive benefits including medical, dental, and vision coverage
- Generous vacation and parental leave policies
- 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.
- Sia is committed to providing a flexible workplace environment that supports client, business, and market needs.
Company info
- Own a portfolio of assigned customers end-to-end - from readiness assessment through compliance collection, product implementation coordination, go-live, and post-cutover monitoring
- 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 Compliance and KYC teams to guide customers through account opening and documentation requirements, including dual-jurisdiction scenarios
- Founded in 1999, we were born digital.
- For applicants in other markets, including those without a local office, we offer more flexible in-person requirements to accommodate your location.
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This listing is sourced directly from Sia Partners's careers page and normalized into a canonical job model.