Head of Custody and Investment Services

2 weeks ago

Montreal, Quebec, Canada NBC Full time
Job Title: Head of Custody and Investment Services

National Bank Trust is seeking a seasoned professional to lead its custody and investment services team. As Head of Custody and Investment Services, you will be responsible for developing and implementing strategies to drive business growth, improve operational efficiency, and enhance client satisfaction.

Key Responsibilities:

  • Manage the financial performance of the custody and investment services sector to achieve profitability and business development objectives
  • Maximize the growth of National Bank Trust's custody activities while improving other sectors' efficiency and profitability through partnerships and referrals
  • Identify new high-potential markets and implement development strategies in collaboration with Bank partners
  • Develop and prioritize the strategy and evolution of custody products, investment funds, and ETFs to maintain a competitive solution in the market
  • Support marketing strategy efforts to promote service offerings in collaboration with the Communications Manager
  • Participate in RFPs, due diligence processes, pricing strategy, and negotiation of internal and external agreements
  • Establish a climate of trust within the organization and with internal partners to ensure an adequate level of service and efficient processes
  • Work with various Bank departments to establish customer service policies and standards that ensure client satisfaction
  • Develop strategies to ensure client loyalty and quality of services offered
  • Be the contact and escalation point for internal clients and partners
  • Provide mobilizing leadership for the team's experts and sector partners
  • Maximize each team member's contribution by setting performance objectives based on the business plan, while encouraging innovation
  • Act as an NBT ambassador both inside and outside the Bank by promoting our services and educating teams about the role of securities custodian
  • Participate in industry events to promote our service offering and ensure National Bank Trust's visibility
  • Keep pace with competition and market and regulatory changes
  • Ensure governance processes have a robust design to meet regulatory requirements, implement controls, and support technological developments
  • Develop key performance indicators, identify current issues, and implement action plans to improve quality in line with the Trust's business strategy
  • Prepare documents and presentations required for the Executive Committee and Risk Management Committee
  • Provide executive and administrative leadership for activities related to the Bank's securities custody, including participation in the budget process, development and implementation of policies, and presentation of sector objectives
  • Participate in National Bank Trust's Executive Committee and actively help develop the sector's strategic plan and budget

Requirements:

  • Bachelor's degree in a related field, and 15 years of relevant experience, or Master's degree in a related field, and 10 years of relevant experience
  • Experience in custody services, preferably with a trust company at a financial institution, and excellent understanding of the distinctions between personal and institutional trust services
  • Knowledge of trends, products, and technology in the banking industry, trust companies, and wealth management
  • Recognized expertise in securities custody, investment funds, and ETFs
  • In-depth knowledge of custody and fund accounting operations
  • Leadership and collaboration experience in a multi-sector environment
  • Proven expertise in delivering far-reaching strategic and technological initiatives
  • Strong business development focus and experience managing P&L
  • Ability to work in partnership with different key securities custody players within the organization

Competencies:

  • Deep strategic thinking with an ability to solve problems and work in consultation mode with clients to exceed their expectations
  • Excellent written and oral communication skills
  • Comfortable with ambiguity
  • Ability to exercise judgement in decision-making
  • Ability to include risk analysis and stringent control monitoring in day-to-day operations
  • Ability to foster teamwork and motivate employees
  • Ability to work with demanding clients and diverse groups of people

Language: English

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

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