Senior Cash Management Specialist (Fintech)

TL;DR

Senior Cash Management Specialist (Fintech): Managing end-to-end customer transitions for a major North American bank with an accent on Canadian cash management products and treasury operations. Focus on driving complex client migrations, ensuring compliance, and supporting the Sales team in revenue protection and product adoption.

Location: Must be based in or able to commute to Toronto, Canada (On-site)

Company

hirify.global is a global management consulting group that combines strategy, data science, and creativity to help clients navigate complex business transformations.

What you will do

• Own a portfolio of corporate banking customers through the full transition journey, from readiness assessment to post-cutover stabilization.
• Coordinate with internal Compliance, KYC, and Product Implementation teams to ensure seamless account transitions.
• Manage customer objections and maintain relationship momentum during bank-initiated change processes.
• Identify and qualify upsell and cross-sell opportunities to support the client's Sales team.
• Provide proactive retention support for fee-sensitive or at-risk accounts.
• Contribute to program playbooks by documenting recurring issues and process gaps between cohort waves.

Requirements

• 12+ years of client-facing experience in Canadian cash and/or treasury management at a major financial institution.
• Deep working knowledge of Canadian cash management products (payment rails, deposit structures, receivables).
• Must be based in Toronto or willing to commit to on-site presence for the duration of the program.
• Proven experience in client onboarding, account opening, and compliance documentation.
• Strong ability to manage complex, multi-stakeholder situations and drive outcomes without direct authority.
• Working knowledge of US cash management products to navigate cross-border scenarios.

Nice to have

• Prior experience in bank-initiated customer migration or branch consolidation programs.
• Understanding of Canadian regulatory frameworks like FINTRAC, OSFI, and CPA Rules.
• Professional certifications such as CTP or CACM.
• Familiarity with file-based payment products and testing environments.

Culture & Benefits

• Competitive base salary with annual discretionary bonus.
• Comprehensive medical, dental, and vision insurance coverage.
• Generous vacation and parental leave policies.
• Professional development support and access to a global consulting network.
• Commitment to a diverse, equitable, and inclusive workplace culture.