Cash Management Implementation Director

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

The anticipated salary range for this role is between $152,000.00 and $176,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Role Description

Position Summary:

The Onboarding & Implementation Specialist for Cash Management is responsible for leading end to end client onboarding, solution implementation, and operational transition for treasury and cash management products. This role acts as a primary liaison between clients, internal stakeholders, and product partners to ensure a seamless onboarding experience, timely execution, and high-quality service delivery.

This individual leverages deep knowledge of cash management products, banking operations, and project management methodologies to drive client satisfaction and accelerate revenue enablement.

Role Objectives: Delivery

Key Responsibilities:

Client Onboarding & Implementation

• Lead the full lifecycle of client onboarding for cash management services, including documentation, platform setup, technical integrations, and product activation
• Conduct requirements gathering sessions with clients to understand treasury workflows, payment needs, reporting structures, and integration requirements
• Customize implementation plans tailored to client complexity, size, and product suite
• Coordinate account opening, product configuration (ACH, wires, lockbox, liquidity, receivables, FX , fraud tools), and digital platform access
• Collection and validation of client documentation and product setup forms

Project Management & Execution

• Serve as project manager for complex client implementations, ensuring all milestones and deliverables are met within agreed timelines
• Facilitate cross-functional coordination with operations, compliance, product, technology, and relationship management teams
• Monitor project risks and escalate issues appropriately to ensure timely resolution
• Track progress through standardized project plans, dashboards, and reporting tools

Client Engagement & Communication

• Act as the central point of contact throughout the onboarding process, setting expectations and providing proactive updates
• Deliver training sessions on cash management platforms, reporting tools, and product functionality
• Support clients through testing cycles, user acceptance testing (UAT), and post-implementation validation

Operational Excellence & Continuous Improvement

• Identify opportunities to streamline onboarding processes, documentation workflows, and integration efficiency
• Partner with product and operations teams to improve tools, templates, and automation.
• Maintain subject matter expertise on cash management product offerings, digital capabilities, and industry best practices
• Ensure compliance with regulatory requirements, internal policies, and risk controls

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Qualifications and Skills

Qualifications & Experience

• 7–10 years of experience in treasury/cash management onboarding, implementation, client service, or related banking functions

Additional Requirements

SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at [email protected].