Manager, Salesforce Global Client Team

October 10 2024
Categories Bank, Insurance, Financial services, Financial Analysis
Toronto, ON • 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?

Reports to: Managing Director, Global Capital Development & Business Transformation

Department: TSX - Global Client Team, Capital Formation

Toronto Stock Exchange is Canada's senior equities market, providing domestic and international investors with access to the Canadian marketplace. Issuers list a variety of securities on Toronto Stock Exchange, including conventional securities and equity-related products, including exchange traded funds, income trusts and investment funds. TMX is headquartered in Toronto.

The Manager, Salesforce will be responsible for Salesforce training, leadership and team engagement for the Global Client Team and will have responsibilities for stakeholder and customer engagement relating to both Toronto Stock Exchange (TSX) and TSX Venture Exchange (TSXV). The responsibility of this role is to work with the Global Client Team to continuously enhance our data integrity, lead stakeholder and customer engagement initiatives for the team, manage our Deal Portal, and perform research and analysis. Additionally, the role will have strategic responsibility across the Global Client team to enhance our connectivity to our global clients and stakeholders around strategic sectors as well as other functions connected to stakeholder development.

Key Accountabilities:

  • Fulsome coordination of stakeholder engagement across all parts of Capital Formation, including the execution of key communication initiatives with the Global Client team, production of Salesforce progress reports and dashboard metrics, and connecting all elements of our digital distribution strategy in coordination with the marketing team

  • Training, leadership and team engagement for Salesforce among the Global Client team

  • Taking on initiatives to enhance Salesforce data integrity and working with all members of Capital Formation to ensure their usage of Best Practices regarding Salesforce

  • Partner with the Global Client Team and Marketing on driving forward our Digital Distribution strategy and the associated data integrity strategy.

  • Liaising with our Listings teams, Marketing and others in Capital Formation and enterprise-wide

  • Work with sector and regional BD heads, as well as the Company Services team, to enhance and support current issuer and stakeholder development strategies

  • Work with Market Intelligence Group (MiG) and the Managing Director, Global Capital Development & Business Transformation to enhance stakeholder connectivity & communication and other stakeholder development programs

  • Strategic responsibility across Global Client programming to build stakeholder base around strategic sectors and regions

  • Provide research and analysis for initiatives under the direction of the Chief Commercial Officer and the Managing Director, Global Capital Development & Business Transformation

  • Assist in the development of programs that develop TSX and TSXV as destinations for listing

  • Maintain and enhance existing Salesforce contact information with market influencers (investment banks, securities lawyers, investors, associations, government, regulators etc.), issuers and all other key stakeholders

  • Manage and supervise the MiG Associate in administering the Deal Portal

Must Haves:

  • 2-5 years demonstrated experience using Salesforce in a professional setting

  • Solid understanding of equity capital markets

  • Expert level skills in PowerPoint, Salesforce and Excel

  • Ability to execute plan with minimal direction while working effectively within the Global Client team and other Capital Formation teams

  • Excellent written and verbal communication skills

  • Presentation development and preparation experience

  • Excellent interpersonal skills

  • Demonstrated analytical skills

Nice to Haves:

  • Experience in marketing financial services

  • Professional designation (MBA, CA, CFA)

Hybrid Role

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.

Apply now!

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