Relationship Manager

TMX; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading company in the capital markets is seeking a Relationship Manager to strengthen client relationships and drive revenue growth. This role involves developing client strategies, managing proposals, and ensuring compliance with regulations. The ideal candidate will have experience in financial services and strong interpersonal skills.

Benefits

Generous time-off and leaves

Flexible work culture

Qualifications

• 1 to 3 years of experience in a client facing, relationship management role.
• Experience in the Financial services industry is required.

Responsibilities

• Develop strong cross-functional relationships with clients.
• Prepare proposals and negotiate contracts as needed.
• Ensure compliance with policies and regulatory requirements.

Skills

Interpersonal Skills

Decision Making

Problem Solving

Negotiating Skills

Education

Post Secondary Education in a relevant field

Job description

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

The relationship manager, reporting to the Head of Client Management, 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 / value added 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 smoothly.

Participate in the formulation and negotiation of fee quotes as the need arises.

Ensure compliance with policies, procedures and regulatory requirements.

Perform other duties as assigned.

Must Have (s) :

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. Proven track record in understanding clients' needs and developing the appropriate solutions

Supports the organization's ability to maximize 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.