Relationship Manager, Equity Plans Solutions

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, Equity Plans Solutions

The Relationship Manager, Equity Plan Solutions 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 follow-up with existing customers in an effort to improve service and customer value.

This position is Hybrid 3 days/week at the office

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, pre-clearance, 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.

• 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 self-motivation and at ease working independently when necessary

• Interpersonal skills: Pleasant, diplomatic manner and disposition in interacting with management, co-workers 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

Must Haves:

• Bachelor's Degree, or equivalent experience

• Financial services industry experience, an asset

• At least 1 year experience with Employee Plans

• 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

Nice Haves:

• Canadian Securities Course or Equity Compensation Associate an asset

• Bilingual French/English is 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.