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Added 13 mins ago
MG
Gestionnaire, Maintenance / Manager, Maintenance
Medicom Group
Montreal, QC
- Full-time
En analysant les dysfonctionnements techniques rencontrés, et en diffusant aux équipes les solutions à mettre en œuvre.
Added 13 mins ago
B
T&O Senior Data Analyst, Financial Data
BMO
Toronto, ON
- Full-time
Translate business requirements into actionable technical specifications.
Added 13 mins ago
BI
Manager, Pension Risk Transfer (PRT) Modelling & Analytics
BMO Insurance
Toronto, ON
- Full-time
The role sits within the Institutional Solutions Pricing team at BMO Insurance. The team’s primary objective is to provide financial security for pensioners by helping Canadian…
Added 13 mins ago
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Gestionnaire de Projets Municipal / Project Manager Municipal
Veolia | North America
Montreal, QC
- Full-time
…et des déchets, le Groupe Veolia conçoit et met en œuvre des solutions innovantes de décarbonation, de dépollution et de régénération des ressources, accompagnant les collectivités et les…
Added 13 mins ago
MG
Western Canada Compliance Manager
MISTRAS Group
Calgary, AB
- Full-time
…industry-leading Non-Destructive Examination (NDE) and engineering solutions. As a global leader in technology-enabled asset protection, we combine cutting-edge inspection techniques,…
Added 13 mins ago
AC
Project Manager
ATS Corporation
Cambridge, ON
- Full-time
…helping advance the future with our factory-wide automation solutions. Within Life Sciences Systems, what we do matters – we custom design, build and service critical automated solutions…
Added 13 mins ago
BC
Associate or Vice President, Global Markets
BMO Capital Markets
Montreal, QC
- Full-time
Develop strong market knowledge in order to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.
Added 13 mins ago
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Senior Program Manager - Global Product Technology
lululemon
Vancouver, BC
- Full-time
As a Senior Program Manager, you will coordinate technology program delivery across multiple teams, managing dependencies and ensuring successful delivery of technical capabilities while…
Added 13 mins ago
SO
Construction Administrator/ Project Manager
Salas O'Brien
Ottawa, ON · Greater Ottawa Metropolitan Area
- $90,000 to $120,000 CAD / year
- Full-time
Mechanical Construction Administrator/ Project Manager
Added 13 mins ago
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Data and Insights Analyst
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
The role of a Data & Insight Analyst will support and report to the Manager, Data & Insights. The Data & Insight Analyst works with other members of the team to provide business…
Added 14 mins ago
TG
Senior Manager, Applications and Engineering
TMX Group
Toronto, ON
- Full-time
The Senior Manager, Applications and Engineering oversees the end-to-end technical operations, support, and development for core Transfer Agency record-keeping and processing platforms.…
Added 14 mins ago
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Manager, Pension Risk Transfer (PRT) Modelling & Analytics
BMO
Toronto, ON · YNG
- Full-time
The role sits within the Institutional Solutions Pricing team at BMO Insurance. The team’s primary objective is to provide financial security for pensioners by helping Canadian…
Added 14 mins ago
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Assistant Branch Manager
BMO
Toronto, ON
- Full-time
Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.
Added 14 mins ago
AVP IT Delivery
Aviva
Markham, ON
Experience as a Program & Project Manager with at least 7 years’ experience managing projects with large budget, complex solutions and over multiple years.
Added 14 mins ago
K
Tax Manager, Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
…Prior asset management experience is not required. As a Tax Manager, you will lead complex tax engagements for Canadian and cross-border investment fund clients, work directly with clients,…
Added 29 mins ago
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Gestionnaire des opérations éoliennes - Dégélis, QC (Degelis, Quebec, CA, G5T 0C1)
Vestas
Dégelis, QC
- Full-time
As a Wind Site Operations Manager, you will be responsible for the operations of a service site, ensuring optimized performance, safety, and customer satisfaction. In this role, you will…
Added 29 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 29 mins ago
Site Manager
Fortrex
Mississauga, ON
As a Site Manager II specializing in food processing sanitation, you will lead a dedicated team to ensure rigorous cleanliness and hygiene standards, safeguarding product quality and…
Added 29 mins ago
GR
Technical Sales & Market Development Manager – Canada
Go RH
Montreal, QC
- Full-time
A Canadian industry leader founded nearly 40 years ago, our client is a renowned manufacturer in the highly technical HVAC sector, specializing in commercial kitchen ventilation, air…
Added 29 mins ago
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Account Manager - CAD Software
GoEngineer
Markham, ON
- $55,000 to $120,000 CAD / year
- Full-time
GoEngineer is looking for an Account Manager, Software to join our team in Cambridge, Ontario. In this role, you’ll build trusted relationships with customers, learn how their businesses…
Added 29 mins ago
L
Senior Project Manager
Ledcor
Edmonton, AB
- Full-time
As the Senior Project Manager, you will be responsible for the smooth functioning of day-to-day operations to ensure that projects are completed on time and within budget. In this role, you…
Added 29 mins ago
SC
Project Manager - Ecology
SLR Consulting
Kamloops, BC · Kelowna, BC · Nanaimo, BC · Prince George, BC · Smithers, BC · Vancouver, BC · Victoria, BC
- Full-time
…to our clients through the integration of over 30 advisory, technical environmental, and engineering disciplines to help clients address some of their most complex challenges around…
Added 43 mins ago
TG
Senior Manager, Applications and Engineering
TMX Group
Toronto, ON
- Full-time
The Senior Manager, Applications and Engineering oversees the end-to-end technical operations, support, and development for core Transfer Agency record-keeping and processing platforms.…
Added 43 mins ago
A
Product Marketing Manager - Industrial
ABB
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
We are looking for an experienced Product Marketing Manager for our Industrial Installation products portfolio to shape how our products are positioned, launched, and activated in the…
Added 44 mins ago
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Bilingual Lease Analyst (FR/ENG)
BGIS
Toronto, ON
- Full-time
Supports the Property Manager in operational issues

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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