Senior Relationship Manager

Venture outside the ordinary - TMX Careers

The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we're connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.

Ready to be part of the action?

TSX Trust is the largest Canadian-owned Transfer Agent and provider of Corporate Trust services.
The Senior Relationship Manager plays a critical role in developing strong cross functional relationships at the senior management level of our clients' organizations so that we effectively identify and capitalize on opportunities in all product lines. This individual will provide a full suite of services to assigned corporate clients and manage the client relationship across product lines.

Key Accountabilities:

• The Senior Relationship Manager will manage and strengthen the relationship with assigned clients

• Actively identifies and pursues cross sell and upsell opportunities and mobilizes the right team and resources for each sale opportunity

• As a thought leader, offers clients strategic vision and big-picture thinking.

• Understands & articulates client's most critical issues & challenges and works with other business units to provide innovative solutions that effectively meet client needs.

• Acts as project manager and owner through issue resolution, dealing with other departments on the client's behalf

• Independently reviews legal agreements, trust documentation, and other similar agreements, assessing degree of responsibility, profitability and risk for TSX Trust; consults with internal counsel, provides information to corporate clients, their legal counsel and underwriters, signs contracts on behalf of TSX Trust and coordinates and attends closings.

• Act as a resource internally regarding industry practices, products, trends, services.

• Performs fee analysis and re-negotiate/install new fee schedule with clients.

• Develops and executes call plans for all clients. Find opportunities across all product areas and build action plans accordingly.

• Prepares proposals, negotiate contracts and develops positive relationships within multiple functions at client organization

• Works closely with the product development and business management of all product areas to help craft solutions to meet client needs.

• Alerts senior management to real or potential issues. Posts and updates Client At Risk information on Salesforce

• Manage the process of transferring new business to TSX Trust; ensure complete client documentation is in place; facilitate the effective integration of new clients into the ongoing operation and ensure appropriate system set up to allow the account to be run efficiently

• Ensure compliance with policies, procedures and regulatory requirements.

• Perform other duties as assigned.

Must Haves:

• Post secondary education in Business Management and/or equivalent experience

• Minimum 5 to 7 years' experience in a similar large enterprise client relationship management role in the financial services industry

• Excellent client management and relationship building skills

• Proficient in both Microsoft Office and Google Suite is highly preferred

• Completion of the Canadian Securities Course is preferred

• Bilingual English/French, an asset

Job Grade: 6

In the market for…

Excitement - Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets! Experience the movement of the market while grounded in the stability of close to 200 years of success.

Connection - With site hubs in some of the world's most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work.

Impact - More than a platform, we use our talents to power mission-critical systems that drive global economic advancement, innovation, and growth. As well, our employee-led Team Impact spreads social good via our giving strategy.

Wellness - From empathetic leadership to a culture of flexibility and balance, we believe wellness at work creates the maximum yield and a stronger "we". Plus, with a cloud-first and hybrid workstyle, as well as generous time-off and leaves, we support a life well lived!

Growth - From a growth mindset in our work, to expansion in our business, TMX is home to action-takers energized by the achievement of ambitious growth.

Ready to enrich your career with impactful work, leaders who truly care, and the flexibility and programs to help you thrive as part of #TeamTMX ? Apply now.

TMX is committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide accommodations for applicants and employees who require it.