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Added 2 hours ago
RH
Contracts and Compliance Manager
Robert Half
Toronto, ON · Greater Toronto Area, Canada
- $135,000 to $150,000 CAD / year
- Full-time
Our client is seeking an experienced Contracts & Compliance Manager to oversee commercial contracts, compliance programs, and enterprise risk management across a growing manufacturing…
Added 5 hours ago
NB
Senior Treasury Manager, Creative Media & Technology
National Bank of Canada
Vancouver, BC
- Full-time
…at every stage of their growth journey. As a Senior Treasury Manager within Commercial Banking, you will play a strategic role in helping organizations operating in the Creative Media &…
Added 5 hours ago
NB
Associate
National Bank of Canada
Baie-Comeau, QC
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 5 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
…relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 5 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 6 hours ago
Account Manager
Amrize
AB · Calgary, AB
Join Amrize as a Account Manager and help construct what's next. If you're ready to put your skills to work on projects that matter - and build a career with a company that’s building North…
Added 6 hours ago
CP
AI Product Owner
Constellation Payments
Toronto, ON
- Full-time
3+ years as a Product Owner, Technical Product Manager or equivalent, owning a backlog and delivering software with an Agile engineering team.
Added 8 hours ago
R
Relationship Manager Intern, Commercial Financial Services
RBC
Nanaimo, BC
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
Added 8 hours ago
RB
Relationship Manager Intern, Commercial Financial Services
Royal Bank of Canada
Nanaimo, BC
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
Added 9 hours ago
AC
Credit Team Lead
Aston Carter
AB · Edmonton, Alberta
- $38 to $42 CAD / hour
- Full-time
…recovery activities, and acts as the delegate for the Credit Manager when they are away. The position is ideal for an experienced credit professional who wants to grow into a future…
Added 9 hours ago
AC
Oracle Fusion Financial Specialist / Project Manager
Aston Carter
Calgary, AB
- $90 to $150 CAD / hour
- Contract
…The program rebuilds the enterprise structure, standardizes finance and procurement processes, and moves project and fixed asset accounting onto Fusion. We need an Oracle functional lead or…
Added 9 hours ago
AC
Oracle Fusion Financial Specialist / Project Manager
Aston Carter
AB · Edmonton, Alberta
- $90 to $150 CAD / hour
- Contract
…The program rebuilds the enterprise structure, standardizes finance and procurement processes, and moves project and fixed asset accounting onto Fusion. We need an Oracle functional lead or…
Added 10 hours ago
H
Branch Operations Manager, British Columbia
Hussmann
Burnaby, BC
- Full-time
The Branch Operations Manager leads the day-to-day operations of a commercial refrigeration service and installation business in British Columbia. The role is responsible for managing field…
Added 10 hours ago
RH
Treasury Manager
Robert Half
Toronto, ON
- $45 to $50 CAD / hour
- Contract
Our client in the Education industry is seeking an experienced Treasury Manager on a contract basis to oversee treasury operations, cash and liquidity management, investment activities and…
Added 11 hours ago
AC
Credit Team Lead
Aston Carter
AB · Edmonton, AB
- $38 to $42 CAD / hour
- Full-time
…recovery activities, and acts as the delegate for the Credit Manager when they are away. The position is ideal for an experienced credit professional who wants to grow into a future…
Added 11 hours ago
O
Chief Compliance Officer
Objectway
Toronto, ON
- $180,000 to $200,000 CAD / year
- Full-time
Nest Wealth Asset Management is a regulated Portfolio Manager and Canada’s first robo-adviser established in 2014. Our business is focused on personalization, cost-effectiveness and…
Added 14 hours ago
T
Account Manager
TransPerfect
Montreal, QC
- Full-time
The Account Manager role is an entry-level sales position with additional marketing responsibilities. You will manage and grow a portfolio of existing accounts while identifying and…
Added 14 hours ago
CL
General Manager - Off Campus
Campus Living Centres
Ottawa, ON
- Full-time
The General Manager oversees all aspects of the community including: management of tenant relations, front desk, office administration, housekeeping, maintenance, finance, human resources,…
Added 14 hours ago
S
Manager, Regional Business Management and Planning (English/Spanish) - International Banking
Scotiabank
Toronto, ON
- Full-time
4+ years of experience in Strategy, Finance, Business Performance or a related field, preferably within Financial Services, an MBA or relevant master’s degree are considered assets
Added 14 hours ago
T
Account Manager
TransPerfect
Toronto, ON
- Full-time
The Account Manager role is an entry-level sales position with additional marketing responsibilities. You will manage and grow a portfolio of existing accounts while identifying and…
Added 16 hours ago
M
Client Portfolio Manager
ModernAdvisor
Vancouver, BC
- Full-time
As a discretionary portfolio manager, we help clients reach their long-term financial goals through disciplined investment management and personalized advice. Our team is committed to…
Added 17 hours ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
We are looking for a Senior Manager Level 3 to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 17 hours ago
BT
Senior Tax Manager
Baker Tilly Canada
Moncton, NB · Greater Moncton, NB
- Full-time
We are looking for a Senior Tax Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 17 hours ago
BT
Tax Manager
Baker Tilly Canada
Courtice, ON
- Full-time
We are looking for a Tax Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you'll collaborate…
Added 17 hours ago
BT
Audit & Accounting Manager
Baker Tilly Canada
Vancouver, BC
- Full-time
…relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…

Croesus

Account Manager

Laval, QC, Canada
Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Not detected in the job text

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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