Associate Director, Non-Bank Financial Institutions

Scotiabank•New York, NY

70d•$120,900 - $231,400•Onsite

About The Position

The Associate Director, Non-Bank Financial Institutions (NBFI), Treasury Management Officer (TMO), oversees a portfolio of global NBFI clients, including insurers, asset managers, broker/dealers, and exchanges. The role develops and executes client-focused strategic plans in support of Global Transaction Banking (GTB) priorities and works closely with leadership, Corporate & Investment Banking global relationship managers, product managers, strategic pricing, risk teams, and other internal stakeholders. The Associate Director serves as a trusted advisor and single point of contact across markets, providing dedicated GTB coverage for deposits, cash management, and trade finance. The role coordinates GTB relationships with in-country subsidiary coverage to create a consistent client experience, drawing on expertise in global liquidity management, payments, working capital solutions, foreign exchange, and digital transformation to strengthen existing relationships, develop new business, and deliver the bank’s global and local transaction banking offering. This is a client-facing role with tight deadlines, requiring strategic and tactical planning, effective management of competing priorities, and domestic and international travel. The position is based in a standard office environment; non-standard hours are common.

Requirements

At least 5 years of experience in the financial services industry, including at least 3 years of transaction banking experience involving global cash management, liquidity management, trade and working capital solutions, corporate banking, or global banking.
University degree.
Knowledge and understanding of transaction banking products, credit and risk processes, and pricing philosophy, with experience delivering these to multinational corporate clients in the financial-institution space.
Proven negotiation and active listening skills, with critical and strategic thinking.
Concern for and regard toward operational and enterprise risk management.
Demonstrated success meeting or exceeding sales goals as a top individual contributor.
Track record of prioritizing competing priorities and leading small groups while delegating tasks.
Experience communicating effectively with executive audiences, internally and externally.
Strong creative solutioning skills and motivation for process improvement.
Efficient use of CRM tools such as Salesforce to communicate portfolio activities.
Strategic and tactical planning skills, including effective management of competing priorities.
Strong knowledge of the Bank's operational processes and requirements, sales management and execution, and leadership and coaching.
Strong interpersonal, written and verbal communication, organizational, record-keeping, negotiating, influencing, and analytical skills.
Ability to work in a standard office-based environment where non-standard hours are common and to undertake domestic and international travel.

Nice To Haves

Master’s degree preferred.
CFA and/or CTP considered an asset.
Spanish language competency is an advantage.

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 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 solutions through a consultative, client-driven approach.
Lead thought leadership for markets, prospects, and clients in collaboration with solution and product partners, including at client roundtables, industry conferences, webinars, and client events.
Deliver a seamless end-to-end client experience through stakeholder management, collaboration with solution specialists, and business process reviews aligned to client sales opportunities.
Communicate effectively with executive audiences to build internal alignment and support for client objectives.
Share best practices, ideas, and strategies, and partner with internal product stakeholders to represent client perspectives in the development and evolution of products and solutions.
Lead relationship capital allocation, RoRWA returns, and pricing strategy and discussions with internal partners.
Collaborate with Group Treasury, Global Risk Management, Capital Markets, Corporate & Investment Banking, Global Operations, Fulfillment, and Servicing.
Deploy sales, KPI, and pipeline management strategies; document client activities; maintain a structured in-person and virtual calling schedule; and engage executives and internal partners effectively.
Pursue effective and efficient operations while maintaining adequate day-to-day business controls and meeting obligations related to operational risk, regulatory compliance, AML/ATF risk, and conduct risk.