Solutions Specialist – Employee Share Plans

Computershare - Toronto, ON (30+ days ago)

Apply Now

We have a unique opportunity for someone to contribute their talents and strengths as a Senior Business Governance Specialist in our Toronto office.


Reporting to the General Manager, Client Relationship, Plan Managers, this position is responsible for understanding and supporting all CPU Plan Managers products and services. Responsible for building credibility and rapport with key decision makers within prospective client organizations. The Specialist will have knowledge in rules and regulations within the equity industry. In addition, the Specialist will act as SME for New Business/Deals reviews ensuring serviceability and profitability for new business. The successful candidate will demonstrate the ability to work in a team-focused environment with legal, compliance and financial focuses. This individual will be an energetic and motivated person with a drive for involvement from sales cycle to client implementation.

Major Responsibilities

Establish and maintain an excellent and professional relationship with Business Development, Relationship Management, New Business Implementation and other internal partners.
Balance the needs of the client and CPU in terms of services and profitable revenue.
Responsible for ensuring in the achievement of budgeted sales.
Ensure all prospective new business falls within profitability and serviceability guidelines.
Act as financial approver for Sales Incentive plan ensuring fees and profitability are in-line with term sheet and revenue model.
Produce monthly, quarterly, and annual pipeline, win/loss, and revenue reports.
Part of a team of SMEs responsible for overseeing the resolution of complex administrative and legal requirements on signed new business.
Act as SME responsible for assisting with completion of RFPs from a system, product and legal/compliance perspective.
Prepare product matrix for post mandated new business for New Business Implementation.
Ensure all regulatory filing, included but not limited to AML/KYC/ATF are completed and filed timely for all new clients and plans.
Ensure trust agreements/administration agreements for new client and new plans are successfully negotiated and executed.
Interaction with NBI team to ensure successful implementation.
Act as Product Specialist / Subject Matter Expert, with in-depth knowledge of CPU Plan systems and plan types with focus on Canadian plans.

Education & Training

University degree in Commerce, Finance, or Business Administration; or one to two years related experience and/or training; or equivalent combination of education and experience.
Canadian Securities Course required.
Strong written, verbal and presentation skills.
Strong contract negotiation skills.
Bi-lingual, English and French, desired.


Minimum 5 years experience in Stock Transfer, Securities and/or Plans Administration.
Proven ability to build strong, successful customer relationships.
Experience being involved in a sales cycle including solutions involving outsourced as well as consulting services.
Intermediate level experience (or training) on PC applications, such as word processing, Excel, e-mail, and in-house systems.
Strong legal and compliance knowledge desired.

Decision Making & Problem Solving

Makes decisions with respect to prioritizing work, determining ability to administer plan and designing workarounds, negotiating agreements – acceptable language.
Analyzes sales cycle data in driving sales and marketing approach, provide analysis findings in supporting product and service improvements.
Reviews and recommends pricing to balance profitability and industry competitiveness.
Negotiates agreements with internal and external contacts (ie; management, Operations, CTS and client).

Independence of Action

Work is carried out with minimal supervision exercising sound judgment and is governed by:
Federal and Provincial Legislation
Policy and Procedures Manual
Employee Guiding Principles
various regulatory bodies such as OSFI, CRA, IRS, the Trustee Act, Business Corporations Act, SEC, OCC, OFAC
internal policies & procedures
Computershare’s strategic vision
Plan Managers product matrices
Current system capabilities
Independently makes decisions regarding work priorities.
Independently handles client escalations. Only seeks advice from management when consequences of client complaint could result in significant losses to Computershare.
Co-ordinates the work of different departments/groups for bring on of new business – Example: NBI team, internal/external Legal Counsel and client.

Consequence of Error and Budget Responsibilities

The incumbent is responsible for accurately identifying and resolving any administration/system issues. Errors in accuracy may result in major losses to Computershare.
Failure to identify and/or address issues (ie. unacceptable workarounds or clauses) could result in considerable financial loss to Computershare as well as loss of reputation.
The provision of improper solution to a client may result in considerable financial loss to Computershare as well as loss of reputation
Responsible for ensuring adherence to ‘in-the box’ or approved workarounds. Any oversight/error can result in substantial risk and/or loss for plan sponsor and Computershare.
Failure to provide acceptable service to Clients can have significant impact to other departments. For example, many Plan Managers clients are also TA clients, so if client chooses to terminate Computershare’s services, they may choose to end their contract with the TA side of the business at the same time.
Incorrect/inadequate pricing of new services can result in lost revenue for Computershare.
This position must adhere to budget and business objectives and expectations relating to the generation of revenue (fees) that have a direct bearing on the budget and profitability of the department.
This position has indirect (not front line sales) responsibility or accountability for budget.


At Computershare we invite you to share our vision and commitment to excellence in everything that we do. Our 12,000 people around the globe are entrepreneurial and innovative, serving over 25,000 clients and customers with precision and reliability because they count on us to deliver, every time.

Computershare (ASX: CPU) is a global market leader in transfer agency and share registration, employee equity plans, mortgage servicing, proxy solicitation and stakeholder communications. We also specialize in corporate trust, bankruptcy, class action and utility administration, and a range of other diversified financial and governance services.

Founded in 1978, Computershare is renowned for its expertise in high integrity data management, high volume transaction processing and reconciliations, payments and stakeholder engagement. Many of the world’s leading organizations use us to streamline and maximize the value of relationships with their investors, employees, creditors and customers.

Computershare is represented in all major financial markets and has over 12,000 employees worldwide.


Across our global team, we see diversity as a source of strength. The more perspectives we have, the better equipped we’ll be to meet the demands of our diverse global customer base. We want every person who joins out team, every customer and every supplier to feel welcome. We are an Equal Opportunity Employer and believe in equality for everyone, regardless of age, national or ethnic origin, sex, gender identity or expression, race, color, religion, disability, sexual orientation, protected veteran status or other characteristics protected be applicable law. That applies throughout our company, around the world with no exceptions, regardless of differences. We will hire, develop, reward, promote and retain people purely on the basis of their talents, commitment, potential and the results they achieve. We will work hard to make sure everyone is included within our organization, removing barriers and obstacles to give everyone an equal opportunity to succeed.


Our key values – Certainty, Ingenuity and Advantage – drive everything we do: you can count on us to deliver with precision and reliability, every time. We look beyond today’s problems to find tomorrow’s solutions, focusing on finding new and better way to unlock your competitive edge and help you achieve your business goals.

At Computershare we invite you to share our vision and our commitment to excellence in everything that we do. Our people are entrepreneurial and innovative and serve our clients with precision and reliability because they count on us to deliver, every time.

Computershare is committed to providing accommodations for candidates with disabilities throughout the recruitment and employment process. If you are a candidate requiring an accommodation during the application process, please contact us at

If you want to be part of our leading brand, please apply for this position by clicking on the "Apply" button and following the application process.