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Relationship Manager, Trust

3 months ago

Montreal, Quebec, Canada TMX Group Limited Full time
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?

  • Now Hiring
  • Relationship Manager, Trust_


Reporting to the Head of Client Management, EPS; the Relationship Manager, Trust develops solid, long-term professional relationships with clients and prospects.

They will identify, and refer new business opportunities to the Head of Client Management and will support existing customers and follow up in an effort to improve service and customer value.


Key Accountabilities:

  • To ensure TSX Trust EPS mandate is achieved, develop relationships with Plan Sponsor contacts and understand and communicate Plan service requirements internally.
  • Communicate and coordinate servicing and operational activities with the appropriate departments within the organization.
  • Day to day direct interface with clients, managing requests and inquiries, and investigate/resolve if required.
  • To ensure Employee Plans are being administered according to Plan rules/ terms as agreed upon.
  • Review, approve, and/or disseminate EPS participant communication such as stock option expiry letters, and tax election notification.
  • Provide training to clients on Plan Sponsor tools and communicate procedural and/or regulatory/ government changes.
  • Update Plan Sponsor information and contacts on Salesforce, and/or other databases.
  • Manage projects and special events for existing clients (i.e., corporate actions, new Plans, account clean up, etc.).
  • Create maintenance tickets (MTR) to setup and/or setup Plans, vest schedules, tax codes, blackout calendar, preclearance, Grant Agreement/Pac ID, tax election, termination rules, and participant groups, change participant data (i.e., update tax code, update ID, merge participant, etc...) and/or grants (i.e., update expiry date, add tax code)
  • Process grant transactions (i.e., cancellation, acceleration, and or release) and/or prepare files for release.
  • Create/update support tickets (STR) and follow up on outstanding STRs.
  • Update WEB content (i.e., menu mapping, update EPS content, add client documentation, etc.) if applicable.
  • Participate in testing in the UAT environment (i.e., new functionality, Plan changes, etc.).
  • Review and negotiate client agreements, create and/or update/ maintain documentation such as desk operating procedures, client specific training guides (if applicable), Certificate of Authority, Tax Direction, etc.
  • To ensure clients are accurately billed and if accounts are in arrears, actively follow up.
  • To ensure TSX Trust EPS mandate is achieved
  • Other activities as directed by Head of Client Management, EPS.

Key Qualifications:

  • Effective written, verbal and listening skills in English/French bilingual required
  • Bachelor's Degree, or equivalent experience
  • Financial services industry experience, an asset
  • Knowledge of Employee Plans is preferred 1 to 3 years' experience in a similar role
  • Proven experience in client management, with a focus on developing and maintaining strong relationships with internal and external clients.
  • Experience with Microsoft Office Suite of products, Excel, Word, Powerpoint and Access
  • Canadian Securities Course an asset

Other Skills:

  • Adaptable: Flexibility and willingness to work simultaneously on a wide range of tasks and projects and ability to prioritize
  • Client Service Orientation: develops and maintains strong relationships with internal and external clients. Proven ability to understand clients' needs and develop the appropriate solutions
  • Confidentiality: Show discretion and ability to handle confidential issues
  • Independent worker: High level of selfmotivation and at ease working independently when necessary
  • Interpersonal skills: Pleasant, diplomatic manner and disposition in interacting with management, coworkers and the general public
  • Organization &

Detail Oriented:
Strong organizational skills and attention to detail

  • Relationship Building:
Experience building successful internal/external relationships- Teamwork: Works well in a team environment, actively contributes to the success of the group- Working under pressure: Poised, works well under pressure and accomplishing short and long term deadlines- This role can be based out of Montreal or Toronto

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