Associate - Client Advisory Global Transaction Banking

Role overview

Responsibilities

• Support end-to-end migration project delivery as the business representative, coordinating with stakeholders.
• Coordinate client migration readiness with corporate cash management origination teams.
• Develop and present client-facing migration planning and execution materials.
• Turn complex data into actionable stakeholder insights and present migration strategies based on client needs.
• Maintain stakeholder relationships and touchpoints; align tasks and timelines and address issues.
• Track project milestones and progress, communicate updates, and manage expectations for the delivery roadmap.
• Gather market requirements and industry trends; monitor market offerings, competitors, and industry changes.

Requirements

• Undergraduate degree and five years of relevant experience; corporate cash management or treasury experience is preferred.
• Client-centric experience in corporate or commercial client-facing banking sales or financial services roles.
• Extensive cash management and treasury product knowledge, including liquidity, payments, receivables, and delivery channels.
• Knowledge of treasury and ERP systems such as Kyriba, SAP, and NetSuite.
• Recent medium- or large-scale change management or migration project experience, preferably in banking or financial services, is an asset.
• Excellent communication and presentation skills; proactive, results-driven, detail-oriented, and responsible.
• Advanced Microsoft 365 skills, especially Excel, PowerPoint, and Copilot; ability to analyze complex datasets and present recommendations.
• Roadmap, business process flow, and user story drafting experience is an advantage; JIRA and Confluence are a plus.

Compensation

• The stated base pay range is CAD 115,000–125,000, with eligibility for a discretionary variable compensation award based on business and individual performance.

Work location

• The stated work location is Toronto, Ontario, Canada.