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?

The relationship manager, will develop strong cross functional relationships at the senior management level of our clients’ organization so that we effectively identify and capitalize on opportunities in all product lines. They will provide the full suite of services to assigned corporate clients and lead the client relationships across product lines. The relationship manager is responsible for the overall quality of service, profitability and risk containment of assigned clients!

Key Accountabilities

• Assume responsibility for leading and strengthening the client relationship.

• Develop and implement call plan for all clients. Find opportunities across all product areas and build action plans accordingly.

• Upsell and cross sell new/valuable services to clients.

• Keep Salesforce updated with all key contacts, influences and opportunities.

• Prepare proposals, negotiate contracts as the need arises.

• Develop positive relationships within multiple functions at client organization.

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

• Alert senior management to real or potential issues. Post and update Salesforce with Client At Risk information.

• Review various legal and corporate documents/contracts, assessing degree of responsibility and risk for the Company; collaborate with internal counsel; provide information to corporate clients, their legal counsel and underwriters, and sign contracts on behalf of the Company, coordinates and attends closings.

• Manage the process of transferring new business to the Company; 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.

• Participate in the formulation and negotiation of fee quotes as required.

• Ensure compliance with policies, procedures and regulatory requirements.

• Perform other duties as assigned.

Must Have:

• 3 to 5 years’ experience in the financial services industry and/ or 1 to 3 years of proven experience in a client facing, relationship management role.

• Post Secondary Education in a relevant field of study or equivalent experience

• Experience in Financial services industry is required

• Strong interpersonal skills, decision making, and problem solving skills

• Develops and maintains positive relationships with internal and external clients. Consistent track record in understanding clients’ needs and developing the appropriate solutions

• Supports the organization’s ability to improve current revenue opportunities and find new sources of revenue growth

• Strong negotiating skills and proven ability to influence without authority

• The ability to work in a fast-paced, deadline driven environment.

Nice Have:

• Bilingual English & French, an asset

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.