Summary
Overview
Work History
Education
Skills
Websites
Languages
Certification
Timeline
AdministrativeAssistant
Ian Goodwin

Ian Goodwin

Scarborough,ON

Summary

Client-focused, top-performing financial services professional with over two decades of experience in Foreign Exchange and International Payments, with a strong track record of leading development and revenue increases. Recognized as a subject matter expert on FX execution and hedging; invited to speak at several economic and trade conferences.

Highly experienced in international payments, including legacy payments systems; SWIFT, LVTS, ACSS, and other country/region specific payment rails as well as emerging payments infrastructures and modernizations (Lynx RTGS, SWIFT GPI- ISO 20022 format) including Payments Canada’s real time rails, data rich payment structures and alternative payment channels leveraging blockchain.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Vice-President, Fixed Income and Currencies

RBC Capital Markets
09.2008 - 09.2016
  • Marketing and execution of foreign exchange transactions; forwards, swaps and structured option products, and fixed income products; money market deposits, bankers' acceptance, and bonds, for a large portfolio of corporate clients.
  • Managed a large book of Commercial Foreign Exchange clients, with revenues in excess of $5 million. Consistently achieved and exceeded growth targets, averaging 5% year over year growth while onboarding 80-100 new clients to the desk annually
    • Performed new business development initiatives with prospective clients within a defined territory, built and maintained strong, long-term relationships with “C” level contacts, many over an eight-year duration.
    • Kept abreast of economic events and market data and delivered timely and concise updates on same to clients, helping clients to achieve optimal execution.
    • Produced currency risk assessments and customized hedging solutions.
    • Developed and delivered a series of monthly currency risk management seminars to groups ranging from 12-100, comprised of CFOs and treasury professionals and colleagues.
    • Development of a proprietary options trading and a client facing online options pricing tool.

Director, FX Risk Solutions Group

Travelex Global Payments
09.2008 - 09.2016
  • Led a specialized sales unit, marketing Foreign Exchange hedging solutions to Commercial & Institution Clients in the US and Canada with ownership of a book of 300 Commercial Foreign Exchange clients and 20 US Bankers Banks. Accountable for the group's P/L, Drove revenues of $4 million and turnover in excess of $500 million per year.
    • Established and maintained FX dealing relationships with various financial institutions (UBS, RBS, SCB, Barclays) as liquidity providers.
    • Developed marketing materials, pitch-books, board-presentations, and drafted FX Policy Statements, delivered seminars on currency risk management which was certified for credit by the Association of Financial Professionals.

Director, Foreign Exchange & Settlements

CONCENTRA BANK (EQ Bank)
Toronto
04.2020 - Current
  • Developed a new foreign exchange (FX) & settlements capacity for EQ Bank, from vision to strategic execution. Leading the FX payments solution suite, including product and technology, with a remit to drive the expansion of the institutional/credit union core services and the creation and growth of a direct, commercial segment. Full P&L responsibility and product ownership.
    • Achieved growth of over 450% since assuming oversight of the FX and payments solution, including 135% Y/Y growth for fiscal 2024. Won relationships with 2 of Canada's largest credit unions leading to new client volumes more than $600 million USD and 40 new direct commercial referrals.
    • Led an Agile team of internal and external partners focused on all preparation for entry into the direct commercial FX and Payments space, including the development of a Commercial FX Credit policy addressing the need to adjudicate derivative risk and settlement risk.
    • Created the automation process for all regulatory reporting, design of AML/KYC framework and drafting of all onboarding documents including Master Terms and Conditions and partnered with direct clearers to automate settlement of FX trades between Concentra and our clients.
    • Developed end-to-end process for issuing international payments for our direct clients and on-behalf of payments for our credit union partners to support their underlying members, including launching client UI for payment initiation, formatting payment to match “rail” as well as NOSTRO cash management.
    • Launched new FX and International Payments technology suite (May 2021) and was directly responsible for the entire implementation cycle; technology partner selection, vendor risk assessment, initiative risk assessment, detailing all requirements and scope of work and overseeing UAT and deployment.
    • Leading a current project with digital development teams to add virtual foreign currency accounts to the client experience portal.
    • Designed sales and go-to-market strategy for client acquisition, with focus on co-brand partnerships with Canadian credit unions and smaller banks.
    • Analysis of market data to developed pricing models to maximize win-share and profitability.

Sr. Dealer Commercial Foreign Exchange Sales

Western Union Business Solutions
09.2016 - 04.2020
  • Manage a large portfolio of commercial clients, executing FX trades, currency risk management solutions and international payments/ cash management strategies. Consistently exceed all financial targets including leading all dealers in Canada with self-sourced new business, and frequent recognized as a top global performer, including consecutive top 10 global recognition from Q3 2018.
    • Distribute a diverse range of foreign exchange products including spot FX trades, market orders (stop loss, take profit, O.C.O.), forward contacts, swap, vanilla, and structured options.
    • Provide quality and timely market information and commentary. Noted for my ability of make complex financial concepts and products accessible.
    • Develop and maintain strong working relationships with front line sales and mid-back-office support teams to ensure seamless service.
    • Cultivate new clients by managing a referral network of highly satisfied clients as well as various centers of influence and industry groups.

Sr. Corporate Dealer, Commercial Foreign Exchange

Travelex Global Payments
Toronto, Ontario
10.1996 - 09.2005
  • Managed a portfolio of Commercial Foreign Exchange and International Payment clients-based primary in the US South-East providing them with pricing and execution of foreign exchange transactions
  • Made credit requests to establish settlement limits and hedging lines for clients, and articulated business cases to group risk and leadership team assessing expected return on risk
  • Generated revenues of $5 million annually with turnover in excess of $600 million/year
  • Worked closely with a regional sales team to bring on new clients to the firm
  • Led check to ACH conversion initiatives
  • Wrote and disseminated economic updates to clients, including the firm’s FX Morning Commentary and event-specific communications
  • Led intro to FX training for new hires and other Jr
  • Members.

Education

Bachelor of Arts -

University of Toronto

Skills

  • Strategic Planning
  • Verbal and written communication
  • People Management
  • Operations Management
  • Project Management
  • Team Management
  • Creativity and Innovation
  • Strategies and goals
  • Project Coordination
  • Budget Control
  • Business Planning
  • Program Management
  • Negotiation
  • Contract and Vendor Management
  • Hiring and Retention
  • Financial Reporting
  • Rules and regulations
  • Business Development
  • Financial Management
  • Contract Negotiation
  • Legal and Regulatory Compliance
  • Partnerships and Alliances
  • Sales management
  • Story pitching
  • Information Technology Management
  • Teamwork and Collaboration
  • Team Leadership
  • Relationship Building
  • Effective leader
  • Decision-Making
  • Process Improvements
  • Staff training/development
  • Employee Development
  • Customer Service
  • Performance Evaluation and Monitoring
  • Goal Setting
  • Performance Improvement
  • Business Leadership
  • Hiring and Onboarding
  • Change Management
  • Business Growth Initiatives
  • Employee Motivation
  • Training Management
  • Management Team Building
  • Performance Evaluations
  • Operations Oversight
  • Employee Relations
  • Marketing Strategies
  • Performance Improvements
  • Customer Service Management
  • KPI Tracking
  • Data Analysis
  • Budget Development
  • Policy Development and Enforcement
  • Proficient in Software
  • Data Management
  • Revenue Growth

Languages

English
Bilingual or Proficient (C2)

Certification

  • Canadian Securities Course (CSC/ CPH)
  • Derivatives Fundamentals

Timeline

Director, Foreign Exchange & Settlements

CONCENTRA BANK (EQ Bank)
04.2020 - Current

Sr. Dealer Commercial Foreign Exchange Sales

Western Union Business Solutions
09.2016 - 04.2020

Vice-President, Fixed Income and Currencies

RBC Capital Markets
09.2008 - 09.2016

Director, FX Risk Solutions Group

Travelex Global Payments
09.2008 - 09.2016

Sr. Corporate Dealer, Commercial Foreign Exchange

Travelex Global Payments
10.1996 - 09.2005

Bachelor of Arts -

University of Toronto

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