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Added 5 mins ago
MI
CN - Director, Strategic Business Development
MSC Industrial Supply Co.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
This position is responsible for leading the Canadian Sales, Solutions, and Strategic Business Development teams under the Managing Director. The Director drives sales growth, expands…
Added 5 mins ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 5 mins ago
HT
Technical Business Solutions Manager – Electrical Systems
HLC Talent
Montreal, QC
- Full-time
Account Management and Business Relationships
Added 5 mins ago
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Territory Manager - Calgary/Alberta
Rayner
Calgary, AB
- Full-time
Accountable for the development and retention of key customer relationships, acting as a trusted product expert to maintain existing business and grow account value across the territory.
Added 5 mins ago
AT
Local Client Manager - Vancouver
APM Terminals
Delta, BC
- Full-time
LCMs may handle more than one account or be available to act as a sales specialist for the Maersk sales organization.
Added 5 mins ago
WC
Account Manager
White Cap Canada
Calgary, AB
- Full-time
Teams with individuals within the sales organization and key Shared Service support personnel to execute sales growth initiatives.
Added 50 mins ago
WC
Territory Manager
Waste Connections of Canada
Winnipeg, MB
- Full-time
The Territory Manager will prospect new business while providing excellent customer service and retention skills to maintain an existing book of business. Utilizing a consultative selling…
Added 1 hour ago
LS
Regional Territory Manager – Building Materials
Lock Search Group
Vancouver, BC · Greater Vancouver, BC
- Full-time
…Kanaan of Lock Search Group find their new Regional Territory Manager. With decades of success serving construction and building supply markets across North America, the company continues…
Added 1 hour ago
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Account Manager - Commercial
Atradius
Mississauga, ON
- Full-time
As an Account Manager, you will play a pivotal role in delivering exceptional service and strategic support to our policyholders and broker partners. This position demands a proactive and…
Added 1 hour ago
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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 1 hour ago
BI
VIP Account Manager
Bally's Interactive
Toronto, ON
- Full-time
Added 1 hour ago
KS
Marketing Manager, Growth & Client Engagement
K2 Services
Corporate Canada Eastern Office
- Full-time
The Marketing Manager, Growth & Client Engagement is responsible for developing and executing marketing strategies that support business growth, strengthen client relationships, and…
Added 1 hour ago
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Industrial Electrical Account Manager-EN
Guillevin
AB · Edmonton, AB
- Full-time
The Industrial Electrical Account Manager is responsible for developing and maintaining strong customer relationships while driving sales growth within the industrial electrical market.…
Added 1 hour ago
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Senior Account Manager
Innovex
Calgary, AB
- Full-time
Innovex Canada is seeking a commercially driven Senior Account Manager to grow revenue, expand market share, and strengthen customer relationships across the well construction and…
Added 1 hour ago
CC
Associate Relationship Manager
Computershare Canada
Calgary, AB
- Full-time
We are looking for an Associate Relationship Manager (ARM) to join our team. You will be responsible for providing day to day administrative support to the Relationship Managers (RM) by…
Added 1 hour ago
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Account Manager
W3Global
Calgary, AB
- Full-time
Develop customer relationships, follow up on sales opportunities, and grow repeat business.
Added 1 hour ago
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Business Intelligence Specialist
ABB
Milton, ON
- Full-time
The Business Intelligence Specialist plays a key role in supporting data-driven decision-making across the Marketing & Sales organization. This position is responsible for transforming data…
Added 1 hour ago
LI
Director, Product Marketing
Loopio Inc.
Remote, Canada
- $136,000 to $175,000 CAD / year
- Full-time
- Remote
…positioning across the portfolio, partnering closely with Product, Sales, and Marketing leadership to translate product strategy into market-winning plans. This role backfills a critical…
Added 1 hour ago
Senior Account Executive, Public Sector Professional Services
Amazon
Vancouver, BC
…Sector is seeking a senior and dynamic Professional Services Account Manager for Western Canada. You will be responsible for supporting new and existing clients in transformation projects…
Added 1 hour ago
Senior Account Executive, Public Sector Professional Services
Amazon
Toronto, ON
…Sector is seeking a senior and dynamic Professional Services Account Manager for Ontario. You will be responsible for supporting new and existing clients in transformation projects related…
Added 1 hour ago
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Business Banking Associate
TD
Burnaby, BC
- Full-time
…a structured training program before moving up to become an Account Manager on a team with a Relationship Manager or as a standalone Account Manager. Your future career path in TD…
Added 1 hour ago
A
Territory Manager
Acosta
AB · AB, Canada
- Full-time
Premium is seeking a Territory Manager to join our team in support of leading brands in the home appliance industry. This role focuses on driving sales, increasing brand recommendation…
Added 2 hours ago
WC
Business Development Representative (2026-402-CP)
WoodGreen Community Services
Toronto, ON
- Contract
The BDR owns the full sales cycle for SMB employers - from prospecting through hiring and early retention - and carries a quota for both employment outcomes (job starts) and meetings booked…
Added 2 hours ago
K
Private Client Services Account Manager (Personal Insurance)
KRGinsure
Toronto, ON
- Full-time
The Private Client Services (PCS) Account Manager plays a key role in managing a diverse portfolio and works closely with a collaborative team of professionals, including producers and…
Added 2 hours ago
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Account Manager
Croesus
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.

Croesus

Account Manager

Laval, QC, Canada
Montreal, QC, Canada

Full-time

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Job details

Job type: Full-time
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.

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More about this job

Responsibilities

The Account Manager is responsible for developing and expanding long-term client relationships to drive revenue growth within an assigned portfolio. They will coordinate strategic account plans, negotiate commercial proposals, and collaborate with internal teams to ensure a cohesive client experience.

Requirements

Candidates must hold a bachelor's degree in Business Administration, Marketing, or a related field and possess over 12 years of experience in a similar role. Proficiency in English and French, along with strong sales, negotiation, and CRM skills, is required.

Skills

Sales
Negotiation
Strategic Account Planning
Wealth Management
Asset Management
CRM
Salesforce
Business Development
Cross-selling
Upselling
Presentation Skills
Leadership
Analytical Rigor
Business Acumen
Communication

Visa sponsorship

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Keywords

Account Manager
Wealth Management
Portfolio Management
API
Salesforce
CRM
Revenue Growth
Strategic Planning
Client Relations
Asset Management
Business Administration
Marketing
Cross-selling
Upselling
Commercial Proposals
Market Intelligence
Leadership
Business Acumen
Analytical Skills
Collaboration
Financial Targets
Contract Negotiation
Client Satisfaction
Industry Trends
Professional Services

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