Senior Advisor, Client Success

TMX Group; Toronto; Hybrid; CAD 100,000 - 115,000; Full time

Job summary

TMX Group is seeking a Senior Advisor, Client Success to lead issuer relationships and advise on capital markets strategies for TSX and TSXV issuers. You will collaborate with the Company Services team and broader TMX partners to deliver high-touch service, market intelligence, and issuer education across North America.

The role is hybrid (2–3 days in the Toronto office) and requires extensive capital markets experience, including investor relations and public company exposure.

Qualifications

• Post-secondary education in commerce or economics.
• CFA, MBA, CPIR is an asset.
• Strong client focus and communication/presentation skills.
• 7+ years of capital markets experience.
• Public company experience.
• Investor relations experience.

Responsibilities

• Support the Managing Director of TSX and TSXV Company Services and the Heads of Client Success in serving issuers.
• Execute trusted advisor strategies to enhance client experience, satisfaction, retention and progression to TSX.
• Respond to issuers' inquiries and manage communications regarding Issuer Services.
• Conduct presentations, webinars, and demonstrations of TSX and partner products/services.
• Host issuer market events and support onboarding from application to listing ceremonies.
• Educate issuers on capital markets topics and our InfoSuite platform.
• Support investor access initiatives and update issuer education materials.
• Collaborate with TMX Group teams to support issuer relations and growth.

Skills

Client focus

Communication skills

Presentation skills

Investor relations

Relationship management

Education

Bachelor of Commerce / Economics

CFA / MBA asset

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? As a pivotal architect of issuer success within the Company Services team, the Senior Advisor, Client Success operates at the intersection of capital formation and client strategy for the TMX Group. Tasked with stewarding the public market lifecycle for Toronto Stock Exchange (TSX) and TSX Venture Exchange (TSXV) issuers, this role is instrumental in cultivating deep-stated relationships that transcend transactional support. By leveraging a deep understanding of capital markets, this individual provides TSX and TSXV issuers with exclusive profile-building solutions, capital markets advisory and education, market intelligence, and investor access, to empower our issuers and support growth and retention. Reporting to the Head, Client Success, this individual is essential to driving the long-term strategic vision for our issuer ecosystem, ensuring that every listed entity is empowered to navigate complex capital markets with a tailored, high-touch experience that reinforces the prestige of our exchanges. This role is hybrid (2 - 3 days/week in the office) - based in Toronto, ON

Key Accountabilities:

• Support the Managing Director of TSX and TSXV Company Services and the Heads of Client Success, in serving issuers
• Execute trusted advisor strategies that enhance client experience and increase satisfaction, retention and graduation from TSXV to TSX
• Respond to telephone and email enquiries from issuers and manage communications sent to Issuer Services
• Conduct presentations, webinars, and demonstrations of TSX and Partner products and services
• Be a spokesperson at the TSX Market Centre and host issuer market celebrations, including new listings, graduations, and listing anniversaries
• Support the on-boarding of newly listed issuers from application to the listing ceremony and beyond
• As a trusted capital markets advisor, educate and provide 1x1 advisory to issuers on key capital markets topics, including our InfoSuite platform - a market data and shareholder solution for issuers
• Support the execution of investor access initiatives
• Update and maintain issuer education presentations on key capital markets topics
• Host client events and support client engagements
• Achieve activity metrics and CRM data input requirements
• Support the Company Services team with data insights and analytics
• Participation and collaboration in Enterprise-wide initiatives
• Work collaboratively within the Global Client Team to support the Company Services and Business Development teams, while also collaborating with other Capital Formation teams such as TSX and TSXV Listings, and Marketing
• Support and contribute to the Issuer Circle - our monthly issuer newsletter
• Support sales initiatives by collaborating with TMX Group companies such as TSX Trust and TMX Newsfile
• Maintain and build an active network within the capital markets community

Must Have(s):

• Post-secondary education, preferably a Bachelor of Commerce, or Economics degree
• CFA, MBA, CPIR is an asset
• Strong client focus and communication/ presentation skills
• 7+ years of capital markets experience
• Public company experience
• Investor Relations experience

Salary Range: 100,000/year -115,000/year CAD

Please note that the salary range included is a guideline only. The salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.

The recruiting efforts for this role are intended to fill a vacant position.

In the market for… Excitement - Explore emerging technology and innovation, as well ventures and digital finance that shape the future of global markets!

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.

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.

Please note that our company is not currently sponsoring work permit applications and the applicant must be authorized to work in the country where this position is located.

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.

Our Culture:

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?

TMX Group operates global markets, and builds digital communities and analytic solutions that facilitate the funding, growth and success of businesses, traders and investors. TMX Group's key operations include Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange, The Canadian Depository for Securities, Montréal Exchange, Canadian Derivatives Clearing Corporation Trayport and VettaFi, which provide listing markets, trading markets, clearing facilities, depository services, technology solutions, data products and other services to the global financial community. TMX Group is headquartered in Toronto and operates offices across North America (Montréal, Calgary, Vancouver and New York), as well as in key international markets including London, Singapore and Vienna. For more information about TMX Group, visit www.tmx.com. Follow TMX Group on Twitter: @TMXGroup.