Senior Relationship Manager (Banking & Custody)

Job summary

The Senior Relationship Manager will develop new business relationships and enhance the profitability of the existing customer base while ensuring the delivery of Service Level Agreements. They will also act as a key point of contact for clients, managing operational tasks such as cash monitoring, pricing reviews, and coordinating with internal teams for project delivery.

Job details

About Citco Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs. For more information about Citco, please visit www.citco.com [http://www.citco.com] About the Team & Business Line: Citco Bank provides fully integrated transaction, deposit, foreign exchange and credit facilities to our Fund Services and Governance Services clients. Operating in strategic global centres Citco Bank provides access to best of breed process and technology. As a core member of our Banking team, you will work closely with external clients and internal stakeholders and cross-functional teams to minimize operational risks and ensure our clients experience seamless delivery across banking services. The incumbent would be a commercially-minded relationship manager with strong banking/custody product knowledge, comfortable operating at the intersection of client service, sales, and operations — someone who can balance strategic relationship building with hands-on operational oversight (cash monitoring, pricing reviews, invoicing) and confidently engage both clients and senior stakeholders. Your Role: * You will be developing new business relationships and enhancing the profitability of the existing customer base. * You will be responsible for proactively ensuring the delivery of clients’ Service Level Agreements and facilitating the prompt resolution of client issues. * Develop and maintain strong business relationships with clients * Carry out Client Need Analysis for new and existing clients * Design bespoke service solutions and resolving macro issues to ensure client needs are satisfied * Partner with internal project managers on the delivery of project plans * Cross sell bank products from the various departments to existing and potential clients including Finance, Asset Servicing, and Treasury and FX services. * Be actively involved in drafting Service Level Agreements with clients and coordinating with operations to ensure it is implemented * Act as a key team player to pro-actively drive the delivery of excellence in Service Level Agreements * Actively promote and train clients in the use of our Online Trading and Banking Platforms * Monitor trading, settlement and transfer activity on client accounts * Actively monitor clients’ cash positions for the banks overall liquidity levels * Review clients’ portfolio and pricing at month end * Maintain and update client contact details in Citco’s systems * Assist clients in opening cash and custody accounts and liaising with the KYC team for the required documents on the clients’ behalf * Responsible for co-coordinating with system developers and business analyst in providing client support, routine preventative maintenance, and continuing improvements of the business` custom built and third-party vendor applications * Report important client issues weekly/monthly to Senior Management * Facilitate the prompt resolution of complex client issues and highlight potential issue(s) to the client * Develop and maintain strong Citco relationships within internal stakeholders * Responsible for reviewing and issuing client invoices * Responsible for coordinating client transition projects * Responsible for scheduling regular client visits About You: * You have a minimum of 5 years’ experience in a fast, deadline-driven environment. Custody experience is an asset. * Must have completed a post-secondary degree in a related field (Finance, Business, Economics, or related field) * Solid understanding of Financial Markets/Hedge Fund Business Proven track record of business development and revenue growth through cross-selling financial products (Finance, Asset Servicing, Treasury/FX) * Experience drafting and managing Service Level Agreements (SLAs) with institutional clients * Familiarity with KYC/onboarding processes for cash and custody account opening * Experience with online trading/banking platforms and client training/adoption * Strong negotiation and persuasion skills, particularly around SLA terms and cross-selling conversations * Self-starter with strong initiative and ownership mentality — comfortable operating with autonomy * Collaborative, team-oriented mindset with willingness to mentor or support junior colleagues Salary Range: CAD 85,000 - CAD 120,000 - This posting is not for an existing vacancy; we are building a candidate pool for future opportunities. Our Benefits: Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location. We recognize diversity as a source of organizational pride and strength. We have made it a priority to reflect our nation’s evolving diversity in the people we hire, and the culture we create in our organization. Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.

What you’ll do

The Senior Relationship Manager will develop new business relationships and enhance the profitability of the existing customer base while ensuring the delivery of Service Level Agreements. They will also act as a key point of contact for clients, managing operational tasks such as cash monitoring, pricing reviews, and coordinating with internal teams for project delivery.

Requirements

Candidates must have a minimum of 5 years of experience in a fast-paced environment and a post-secondary degree in Finance, Business, or Economics. Strong knowledge of financial markets, custody products, and experience with KYC/onboarding processes are essential for this role.

Benefits

• Training and education support
• Flexible working arrangements

Listed skills

• Custody · Preferred
• Customer service · Preferred
• Negotiation · Preferred
• Business development · Preferred
• Onboarding · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Relationship management
• Banking
• Custody
• Business development
• Financial markets
• Hedge fund business
• Cross-selling
• Service level agreements
• KYC
• Onboarding
• Cash management
• Pricing reviews
• Client service
• Negotiation
• Strategic planning
• Operational oversight
• Product Knowledge
• Self-Starter
• Cross-Selling
• Know Your Customer
• Talent Management
• Client Support
• Ability To Meet Deadlines
• Banking Services
• Business Development
• Business Economics
• Management
• Customer Service
• Corporate Governance
• Finance
• Sales
• Financial Services
• Financial Market
• Settlement
• Governance
• Hedge Funds
• Invoicing
• Market Liquidity
• Project Management
• Operations
• Persuasive Communication
• Relationship Building
• Service-Level Agreement
• Team Oriented
• Scheduling
• Revenue Growth
• Coordinating
• Balancing (Ledger/Billing)
• Credit Facilities

Job areas

• Finance & Accounting
• Management & Leadership
• Sales
• Customer Service & Support
• Consulting
• Relationship Banking Manager
• Financial Relationship Manager
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents

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