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Drive account penetration and net-new sales across approximately 75 European buy-side accounts, including asset managers, asset owners, and hedge funds. Execute account-based sales strategies, build pipelines, achieve quotas, conduct executive-level discovery, position TMX Datalinx products, and collaborate with sales specialists, product managers, and contract analysts to expand revenue.

Supports corporate FP&A through enterprise cost allocations, audit and regulatory reporting, portfolio governance, budgeting, forecasting, and executive financial planning. Provides analytical support to Investor Relations, modernizes FP&A workflows, enhances BI tools, and partners with finance, technology, project management, and business leadership teams. The role requires financial modeling, SQL, BI proficiency, and strong cross-functional analytical skills.

Leads enterprise FP&A and financial performance management, including cost allocation, portfolio governance, budgeting, forecasting, executive reporting, dashboard development, and process automation. Provides strategic financial insights to senior leaders and the Board, partners with technology and PMO teams on transformation initiatives, supports Investor Relations and acquisition integrations, and manages one direct report. The role requires advanced financial modeling, SQL, BI tools, and strong stakeholder management.

Supports IT project and portfolio delivery through project planning, RAID tracking, budget variance analysis, change control, documentation audits, resource capacity planning, procurement coordination, dashboards, and cross-functional follow-up. Maintains project governance standards, schedules, budgets, and reporting using Smartsheet and other PMO tools. The role also leads small projects and requires bilingual French-English communication in a hybrid Montreal environment.

Manage and grow revenue across top Canadian sell-side and buy-side accounts for TMX Datalinx. Build a diversified sales pipeline, execute account-based selling strategies, identify buyer personas and client needs, conduct client meetings, expand product awareness, and collaborate with sales specialists, product managers, and contract analysts. Products include market data feeds, analytics, reference data, corporate actions, ESG datasets, research management software, and colocation services.

Manage and grow revenue across TMX Datalinx accounts, build a sales pipeline, identify buyer personas and client needs, conduct client meetings, promote market data products, and collaborate with sales specialists, product managers, and contract analysts. The role serves buy-side and sell-side financial institutions and requires account management, sales, financial industry knowledge, networking, communication, and presentation skills.

Drive account penetration and revenue growth across approximately 75 North American buy-side institutions. Execute account-based sales strategies, build a pipeline, achieve quota, conduct executive and investment-team discovery meetings, position Verity Data, Verity RMS, index products, and TMX Datalinx solutions, and close net-new business. Collaborate with sales specialists, product managers, contract analysts, and sales leadership to develop account strategies.

Administer estate transfers and liquidations by reviewing documentation, ensuring policy and security compliance, supporting client-facing teams, maintaining provincial and corporate requirements, reporting monthly statistics, updating procedures, and strengthening risk controls. The role also improves operational workflows and client value while handling confidential matters, prioritizing tasks, and collaborating with clients and colleagues. French and English fluency, strong organization, accuracy, communication, judgment, and adaptability are essential.

Manage global indexes by validating calculations, researching corporate actions, monitoring data feeds, performing quality assurance, analyzing impacts, and ensuring accurate dissemination. Prepare client statistics, factsheets, presentations, and automated custom reports, while responding to client inquiries. The role requires financial and portfolio mathematics knowledge, advanced Excel skills, strong analytical and communication abilities, and coordination across multiple deadlines.

Administer DTC, DWAC, DRS, and stock transfer transactions; reconcile securities balances; maintain shareholder and issuer registries; process legal and tax documentation; update databases; support compliance workflows; respond to client and shareholder inquiries; manage correspondence and supplies; and escalate complaints or complex issues. The role requires accurate data entry, securities-processing knowledge, Excel skills, and empathetic communication in a fully in-office New York environment.