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Added 6 mins ago
KD
Account Manager
Keurig Dr Pepper Canada
Calgary, AB
- $73,900 to $93,500 CAD / year
- Full-time
Business Development: Collaborate with the Customer team lead to develop plans, presentations, and programs for clients with the aim of driving sales and profitability;
Added 6 mins ago
R
Administrator, Media Solutions (Hybrid/Telework)
Radio-Canada
Toronto, ON
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the Hiring Manager according to the guidelines defined by the department.
Added 6 mins ago
OA
Financial Services Manager - Mercedes-Benz Surrey
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- Full-time
Strong focus on training, development, and internal promotion opportunities
Added 6 mins ago
CM
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- Part-time
Career Development Opportunities: Our wide range of services and supports allows for varied opportunities for career growth. Our multi-disciplinary approach to care offers cross…
Added 6 mins ago
GR
Technical Sales & Market Development Manager – Canada
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Montreal, QC
- Full-time
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Added 6 mins ago
EB
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Added 6 mins ago
SC
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Kamloops, BC · Kelowna, BC · Nanaimo, BC · Prince George, BC · Smithers, BC · Vancouver, BC · Victoria, BC
- Full-time
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Added 21 mins ago
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- Full-time
Raise is currently hiring a Business Analyst - Non-Technical on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work with an…
Added 21 mins ago
F
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- Full-time
…reviewer seat: applying judgment, signing off, and owning the client relationship. You bring your client relationships and your craft. A FutureSight technical co-founder works alongside you…
Added 21 mins ago
F
Co-Founder & CEO - AI-Native Accounting Firm
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…reviewer seat: applying judgment, signing off, and owning the client relationship. You bring your client relationships and your craft. A FutureSight technical co-founder works alongside you…
Added 21 mins ago
CG
Chef Manager
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- Full-time
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Added 21 mins ago
P
Account Representative (Ontario)
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- Full-time
…evolve over time through account referrals from the Business Development Representative or National Account Manager, transfers of account responsibility, and adjustments based on workload,…
Added 21 mins ago
P
Account Representative (Alberta, British Columbia, Saskatchewan, Manitoba)
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Calgary, AB
- Full-time
…evolve over time through account referrals from the Business Development Representative or National Account Manager, transfers of account responsibility, and adjustments based on workload,…
Added 21 mins ago
C
Account Manager
Croesus
Laval, QC · Montreal, QC
- Full-time
The Account Manager plays a key role focused on developing and expanding long-term client relationships to maintain and grow revenue within an assigned portfolio of accounts.
Added 21 mins ago
KS
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Added 21 mins ago
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Added 21 mins ago
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Added 21 mins ago
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Supply Chain Project Manager - M&E
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Participate in discussions with SourceBlue and Turner Business Unit (BU) Business Development (BD) teams and project leadership about client prospects to secure SourceBlue (SB) business…
Added 21 mins ago
B
Manager, DevSecOps
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Reporting to the Director, Application Delivery, the Manager, DevSecOps (Development, Security, Operations) is responsible for developing, implementing, and continuously improving a…
Added 21 mins ago
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- Full-time
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Added 21 mins ago
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Added 21 mins ago
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Added 21 mins ago
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Croesus

Account Manager

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 3, 2026
Experience: Extensive experience (12+ years) in a similar role.
Posting language: English
Posted: Nov 3, 2026

Original job description

Company Description

Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under management.

Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.

Position

Job Overview

The Account Manager plays a key role focused on developing and expanding long-term client relationships to maintain and grow revenue within an assigned portfolio of accounts.

The successful candidate will build new relationships, nurture existing ones, understand client needs, and propose tailored solutions aligned with Croesus’ capabilities. To achieve this, the Account Manager will develop and maintain strategic account plans to coordinate and guide all Croesus activities related to their accounts (including engaging with executive management and the Board of Directors, as needed).

Your Daily Responsibilities

Strategic & Relationship Management: Build and maintain lasting relationships with clients by offering Croesus solutions tailored to their needs.
Sales & Revenue Growth: Master and sell cutting-edge solutions, drive cross-selling/upselling, and achieve financial targets.
Internal Collaboration & Projects: Work closely with internal teams (sales, marketing, development) to ensure a cohesive client experience and seamless project execution.
Proposals & Contracts: Prepare, present, and negotiate commercial proposals while facilitating contract execution and renewals.
Satisfaction & Market Intelligence: Regularly assess client satisfaction and stay abreast of industry trends and opportunities for new solutions.

What We Are Looking For

Education & Experience:

Bachelor’s degree in Business Administration, Marketing, or a related field.
Extensive experience (12+ years) in a similar role.
Experience in the wealth and asset management industry is a strong asset.

Technical Skills

Strong skills in sales, negotiation, and client relationship management.
Excellent written, verbal, and presentation skills in both French and English to communicate effectively with our clients.
Proficiency with CRM tools (Salesforce).

Soft Skills

Leadership & Positive Influence: Ability to inspire, guide, and positively influence teams and clients.
Customer Focus: Strong service mindset and dedication to putting client needs at the center of proposed solutions.
Strategic Vision & Business Acumen: Ability to design effective sales plans and act with autonomy and an entrepreneurial mindset.
Analytical Rigor: Strong capability to accurately analyze and interpret sales data.
Collaboration & Adaptability: Ease in working as part of a team, collaborating cross-functionally, and adapting quickly to a changing environment.

Are you interested in this challenge? Do you believe you have the qualities and expertise required for this position? Please complete your application today.

Although all applications are carefully analyzed, we will communicate only with those selected. Thank you for your interest in Croesus.

Apply About employer

More about this job

Responsibilities

Develop and grow long-term client relationships and revenue across an assigned account portfolio by understanding client needs and proposing tailored wealth management solutions. Coordinate internal teams, manage strategic account plans, negotiate proposals and contracts, support renewals, and monitor client satisfaction and market opportunities.

Requirements

A bachelor’s degree in Business Administration, Marketing, or a related field and 12 or more years of experience in a similar role are required; wealth or asset management experience is an asset. The role calls for strong sales, negotiation, relationship management, communication in French and English, Salesforce proficiency, analytical ability, leadership, and cross-functional collaboration.

Skills

Sales
Negotiation
Strategic Account Planning
Cross-Selling
Upselling
Proposal Development
Contract Negotiation
Client Satisfaction
Sales Data Analysis
Presentation Skills
Leadership
Business Acumen
Cross-Functional Collaboration
Salesforce

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Asset Management
Portfolio Management Systems
Portfolio Rebalancing
Application Programming Interfaces
Sales
Account Management
Strategic Account Planning
Revenue Growth
Cross-Selling
Upselling
Commercial Proposals
Contract Negotiation
Contract Renewals
Client Satisfaction
Market Intelligence
Salesforce
Sales Data Analysis
French
English
Business Administration
Marketing
Cross-Functional Collaboration

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