Director Institutional Services

Attendance

Hybrid

Job number

25163

Category

Senior Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

01-Apr-2025

Location: Toronto, Ontario

City

Toronto

Province/State

Ontario

Area of Interest: Wealth management

Please note this position can be based in either Montreal or Toronto

As a Director of Institutional Services at National Bank Trust, you will bring your experience and high motivation to join our team, specializing in providing custody and assets servicing services to investment fund managers and fund manufacturers. In this role, you will be responsible for building and nurturing relationships with key clients, ensuring the delivery of exceptional service, and identifying opportunities to add value by offering tailored solutions in fund custody, administration, and asset servicing.

Your Job

• Build and manage long-term relationships with investment fund managers, asset managers, and fund manufacturers.

• Serve as the primary point of contact for overall client coverage.

• Provide comprehensive custody solutions tailored to clients' needs, including fund administration, NAV calculation, and compliance monitoring.

• Drive account growth by identifying upselling and cross-selling opportunities, enhancing client satisfaction and retention.

• Lead the implementation of new client accounts, ensuring smooth onboarding and integration of services.

• Stay informed on industry trends and provide clients with insights and recommendations.

• Collaborate with internal teams to ensure smooth service delivery and address client needs promptly.

Your Team

Reporting to the Vice President, Head of Custody and ETF Services, you will collaborate and support our team in its day-to-day operations, while also assisting the clients of NB Trust ETF Services. You will work in a collaborative and professional environment with most of the teams located in Montreal.

As part of your duties, you interact with the Bank's various partners and other external organizations across Canada. Being a National Bank Trust also means working in an environment that allows for individual growth. It's having the opportunity to learn and grow as part of a team that values customer satisfaction, teamwork, and innovation. It will be thanks to your independence, your rigor, your proactivity and your complicity that you will stand out.

This position is based in either Montreal or Toronto.

Basic Requirements

• Master's or bachelor's degree in business, finance, economics or a related field, between 7 and 10 years of experience relevant to the role.

• Experience in the asset management or servicing industry (ideally the back office or middle office)

• Experience in managing supplier relationships.

• In-depth knowledge of ETF servicing and strong interest in managing end-to-end processes.

• Industry accreditations are an asset

• In-depth knowledge and understanding of the financial services industry, including product solutions, the mutual fund industry and distribution channels, industry regulation, and regulatory environment.

• Demonstrated project management skills with strong organizational, analytical, and problem-solving abilities.

• Excellent verbal and written communication skills.

• Strong ability to multitask and prioritize.

Languages:

English, French

Skills

Asset Management Communication Custody Customer Relationship Management ETFs Initiative Investments Multitasking Mutual Funds Prioritization Resiliency Securities Supplier Relationship Management Teamwork

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?