Associate Director, Non-Bank Financial Institutions

Join a purpose-driven, winning team committed to results in an inclusive and high-performing culture within Global Banking and Markets (GBM). GBM is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank’s strong U.S. presence provides clients an important bridge to this key global market for trade and investment flows across the Americas.

Global Banking & Markets provides a full range of investment banking, credit, and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange, and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.

About the role

As Associate Director, Non-Bank Financial Institutions (‘NBFI’), Treasury Management Officer (TMO), you will oversee a portfolio of global NBFIs (Insurers, Asset Managers, Broker/Dealers, Exchanges, among others), creating and executing on client-focused strategic plans to deliver against the priorities of Global Transaction Banking (‘GTB’). The Associate Director will partner closely with leadership, Corporate & Investment Banking (CIB) global relationship managers, product managers, strategic pricing, risk, and other key internal stakeholders to support plan execution.

You’ll serve as a trusted advisor and single point of contact across all markets, offering dedicated GTB coverage for all products including deposits, cash management, and trade finance. TMOs are organized by industry sector and coordinate the overall GTB relationship with in-country subsidiary coverage to provide a consistent and simplified client experience. By leveraging your industry-leading expertise in global liquidity management, payables and receivables optimization, alternative and emerging payments, foreign exchange, working capital solutions, and digital transformation, you’ll strengthen existing connections, prospect new ones, and introduce clients to strategic partners as you deliver Scotiabank’s global value proposition and local transaction banking platform.

Responsibilities

• Deliver a customer-focused approach to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Develop and implement strategies to identify and secure new transaction banking business while strategically managing and expanding existing client relationships to maximize revenue growth.
• Serve as the primary transaction banking relationship contact for CFOs, Treasurers, VPs of Finance, and Controllers, providing integrated transaction banking solutions within a consultative and client-driven framework.
• Lead the delivery of thought leadership to the market, prospects, and clients in collaboration with solution/product partners on all transaction banking-related topics at client roundtables, industry conferences, webinars, and client events.
• Responsible for delivering a seamless end-to-end client experience through effective stakeholder management and collaboration with solutions specialists and leading business process reviews aligned to key client sales opportunities.
• Effectively communicate to an executive audience to build internal alignment and support of client objectives.
• Share industry-leading best practices, ideas, and strategies while partnering with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions.
• Lead relationship capital allocation, RoRWA returns, and pricing strategy discussions with internal partners.
• Collaborate with key partners including Group Treasury, Global Risk Management, Capital Markets, Corporate & Investment Banking, Global Operations, Fulfillment, and Servicing.
• Deploy an effective sales, KPI, and pipeline management strategy, diligently documenting client activities, maintaining a structured client calling schedule (in-person and virtual), engaging executives and internal partners appropriately and impactfully.
• Conduct oneself to pursue effective and efficient operations while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk, and conduct risk.

Requirements

• 5 years’ experience within the financial services industry with a minimum of 3 years of transaction banking experience including global cash management, liquidity management, trade & working capital solutions, and/or corporate banking or global banking experience.
• University degree (Master’s degree preferred). CFA and/or CTP considered an asset.
• Knowledge and understanding of transaction banking products, credit and risk processes, and pricing philosophy, impactfully delivered to multinational corporate clients in the FI space.
• Proven negotiation and active listening skills, demonstrating critical and strategic thinking.
• Concern and regard for managing operational and enterprise risk.
• Demonstrated experience meeting or exceeding sales goals as a proven top individual contributor.
• Proven track record of prioritizing competing priorities and leading small groups while delegating tasks.
• Prior experience effectively communicating to an executive audience, internally and externally.
• Strong creative solutioning and motivation for process improvement.
• Demonstrated efficient use of CRM tools such as Salesforce to communicate portfolio activities.
• Spanish language competency is an advantage.

Skills

• Strong strategic and tactical planning skills, managing competing priorities effectively.
• Strong knowledge of the Bank's operational processes and requirements.
• Strong knowledge of sales and sales management and execution skills.
• Strong leadership and coaching skills along with strong interpersonal skills to develop junior talent.
• Excellent written and verbal communication skills, particularly with respect to executive communication.
• Excellent organizational and record-keeping skills, documenting client activities and pipeline management in Salesforce.
• Strong negotiating and influencing skills.
• Excellent analytical skills.

Pay

Salary Range: $120,900.00 - $231,400.00. Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.

Schedule

• Work in a standard office-based environment; non-standard hours are a common occurrence.
• Domestic and international travel required.

Benefits

Scotiabank wants you to be able to bring your best self to work—and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.