Lead, Institutional Relationship Management

Attendance

Hybrid

Job number

30323

Category

Manager

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

12-Jan-2026

Area(s) of interest: Advisory services, Commercial banking, Wealth management

Location(s): Montreal

We are creating a key leadership role to head a new national team and drive our pan-Canadian growth. This strategic position will be instrumental in strengthening our leadership in the mid-market segment and enhancing the visibility and influence of National Bank Trust among our institutional clients.

In this role, you will lead a team of multidisciplinary experts and be responsible for harmonizing our practices nationwide while optimizing the institutional client experience—from acquisition to retention. Success in this position requires strong ability to build strategic partnerships and a clear vision to guide the evolution of our offering and support our presence across Canada.

Your Role

• Drive institutional growth by developing long-term strategic relationships, leading the acquisition and integration of key clients, and consolidating practices across the country.
• Develop and champion a national strategic vision aligned with growth ambitions, while increasing visibility and influence both internally and externally.
• Structure and optimize the operating and distribution models to strengthen efficiency, consistency, and client experience across Canada.
• Oversee governance and regulatory compliance (KYC/AML), anticipate risks, and ensure uniform operational standards (SLA, KPI).
• Mobilize, develop, and inspire your team by fostering a culture of innovation, collective performance, and continuous improvement.
• Collaborate strategically with internal stakeholders (operations, legal, IT) to integrate complex solutions and deliver high-value analyses that inform executive decisions.

Your Team

You will be part of a pan-Canadian team recognized for its institutional expertise and commitment to excellence in a complex regulatory environment. You will report to the Vice President and lead a multidisciplinary team of specialists in business development and relationship management.

Requirements

• Bachelor’s degree in a related field and at least 10 years of relevant experience.
• Demonstrated expertise in business development and strategic team leadership.
• In-depth knowledge of institutional financial products (trust, treasury, corporate lending).
• Strong understanding of governance frameworks and KYC/AML standards.
• Proven ability to design, articulate, and execute impactful strategies.

Languages:

English, French

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

Critical Thinking Emotional Intelligence Problem Solving Risk Management Stress Management Client-focused Decision Making Learning Agility Mobilization Partner Development Resiliency Strategy Execution Managerial Courage

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.

* 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

* Opportunities to get involved in community initiatives

* Telemedicine service

* Virtual sleep clinic

These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Apply

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?