Senior Account Director, Technology - Montreal - National Bank

    National Bank
    National Bank Montreal

    21 hours ago

    Full time $900,000 - $1,200,000 (USD) per year
    Description

    This is a thrilling moment to join National Bank's Technology & Innovation Group and become part of a winning team of professionals working together to grow our market share. Our team is dedicated to building long-term relationships with Canadian private and public companies, as well as private equity-backed businesses, by offering comprehensive solutions that support their growth, including:

    • Traditional financing: Lines of credit, term loans, and other conventional financial instruments
    • Venture Debt
    • MRR (Monthly Recurring Revenue) Financing
    • Syndicated loans as Banking Agent or participant
    • Capital Call Lines for investment funds

    We are looking for a results-driven individual eager to contribute to a dynamic team strongly focused on market expansion.

     

    Your Role:

    Reporting to the Managing Director and Team Lead for Eastern Canada, the Senior Account Director will thrive in a collaborative, team‑oriented environment with the mission of strengthening National Bank's presence in the technology market.
    The successful candidate will have a proven track record in financial analysis and strong credit expertise to identify, negotiate, structure, and underwrite complex transactions.

     

    Key Responsibilities :

     

    Business Development

    • Develop a comprehensive and robust business development plan
    • Prepare and present pitch materials and formal presentations to existing and prospective clients
    • Structure and analyze a wide range of innovation‑sector profiles: startups, venture-backed companies, private companies, and publicly traded firms
    • Collaborate closely with internal teams (Investment Banking, NA Ventures, Corporate Banking, Capital Markets) and external partners
    • Introduce key internal partners (Private Wealth 1859) and external stakeholders
    • Coordinate negotiations with internal stakeholders (legal, credit, syndications) and external parties (clients, financial institutions)
    • Contribute to the growth of loans and deposits, conduct due diligence activities, manage risk, and ensure client satisfaction

    Portfolio Management

    • Support and collaborate with the account manager, financial services director, and treasury director in client management
    • Oversee onboarding of new financing files and monitor renewals
    • Identify financial risks and recommend mitigation strategies
    • Coordinate approvals and contribute to continuous improvement of risk management processes and tools
     

    Behavioral Expectations

    • Support the management team in achieving objectives
    • Embody the Bank's culture and values: entrepreneurial mindset, empowerment, collaboration, and agility
    • Act as a team player and leader, demonstrating commitment and resilience
     

    Prerequisites: 

    • Bachelor's degree with 7 years of relevant experience, or master's degree with 5 years of relevant experience
    • Professional designation is an asset
    • Strong expertise in commercial credit
    • Experience in the technology sector or similar, with knowledge of venture capital and/or private equity
    • Knowledge of complex financing structures (syndicated loans, capital markets instruments)
    • Experience in business development and negotiation
    • Excellent verbal and written communication skills and strong interpersonal abilities
    • Bilingualism (French/English) required due to national coverage
    Your benefits In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.    * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic    These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.   Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.   We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?    Come live your ambitions with us
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