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Added 12 mins ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
We are looking for a full-time, permanent Senior Manager to lead our small business practice in Winnipeg, Manitoba. This role suits an experienced small business practitioner who knows…
Added 13 mins ago
B
Business Development Manager
BMO
Vancouver, BC · WGA
- Full-time
Boldly Grow the Good in Business and Life - Become BMO's next Business Development Manager supporting BrokerEdge clients in making real financial progress. Situated in Vancouver BC this…
Added 27 mins ago
AG
Estimator, Camp Services
ATCO Group
AB · Calgary, AB
- Full-time
…negotiations, and final pricing. Success in this role requires strong financial modelling skills and a practical understanding of remote and industrial workforce camp…
Added 42 mins ago
RD
Manager, Operations II
RBC Dominion Securities
Toronto, ON
- Full-time
RBC Dominion Securities provides comprehensive services in commodity and financial futures including professional advice and trade execution. Access is provided to most commodity futures…
Added 42 mins ago
S
Operations & Business Manager
SafetyCo
Vaughan, ON
- Full-time
The Operations & Business Manager is the operational backbone of SafetyCo’s Workforce division. This is a fast-paced, high-ownership role for someone who thrives on juggling multiple…
Added 1 hour ago
T
Personal Banking Associate - Ste-Dorothée (Full-time, 37.5h/week)
TD
Laval, QC
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate…
Added 1 hour ago
S
General Manager
Snaplii
Toronto, ON
- $160,000 to $200,000 CAD / year
- Full-time
We are hiring a hands-on General Manager to lead Snaplii's day-to-day operations and serve as the senior on-site leader of our Canadian office. You will manage functional leaders, resolve…
Added 1 hour ago
GO
Social Services Program Manager
Government of Manitoba
The Pas, MB
- Full-time
Reporting to the Regional Director, the Social Services Program Manager is responsible for providing leadership and support in a range of management and supervisory activities associated…
Added 1 hour ago
VC
Practice Manager - Brandon Hills Veterinary Clinic
VetCare Canada
Brandon, MB
- Full-time
Are you a natural leader with a passion for animals and a knack for inspiring teams? As a Practice Manager in the VetCare Community, you'll be the driving force behind a vibrant veterinary…
Added 1 hour ago
T
Customer Experience Associate
TD
Guelph, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 1 hour ago
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Director, Office North America Workplace Services
BMO
Toronto, ON · YNG
- Full-time
Added 2 hours ago
VP
Accounting Assistant
Venise Peintre
Rosemère, QC
- Full-time
Handles all accounting operations for the company and its two holding companies: full accounting cycle, progress billing, accounts receivable and payable, and tax and regulatory compliance.…
Added 2 hours ago
PC
Transfer Pricing - Financial Transactions, Manager
Pwc Canada
Toronto, ON
- Full-time
As a Transfer Pricing - Financial Transactions, Manager, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and…
Added 2 hours ago
T
Senior Personal Banker Trainee – Home Borrowing - Cantonese and/or Mandarin are considered an asset
TD
Calgary, AB
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 2 hours ago
H
Consultant Business Systems
HSBC
Toronto, ON
- Full-time
Markets & Securities Services (MSS) provides financial services and products to corporates, governments and institutions worldwide, building partnerships with them to help them achieve…
Added 2 hours ago
V
Spec, Procurement
Vale
Canada
- Full-time
This is a permanent position reporting to the Manager, Supply Chain Governance, Controls and Inventory Strategy. The Specialist will play a key role within Vale Base Metals' Procurement and…
Added 2 hours ago
V
Specialist, Technical - Business Planning Architecture
Vale
Canada
- Full-time
Act as an active project manager for the cycle: manage the calendar, milestones, dependencies and governance forums, keeping pace and alignment across stakeholders.
Added 3 hours ago
PV
Permanent full-time (7.5 hrs per day) Administrative Assistant
Prairie Valley School Division
White City, SK
- Full-time
Preparing and coding invoices and purchasing card transactions and performing other financial/accounting functions for school-based budget allocations and school generated funds in an…
Added 3 hours ago
HI
Project Manager 6 months contract
HRbrain Inc.
Montreal, QC
- Contract
Need a highly organized and skilled Project Manager to oversee and support two small projects simultaneously under P&BB (Personal and Business Banking). The ideal candidate will be…
Added 3 hours ago
IG
Digital Product Manager
Insight Global
Toronto, ON
- $70 to $78 CAD / hour
- Contract
Experience within financial institutions/bank
Added 3 hours ago
HI
Product Owner ( Spanish Speaker )
HRbrain Inc.
Toronto, ON
- Full-time
As Senior Manager, Business Digital Enablement CRM Solutions, you will contribute to the oversight and strategic design of CRM primary product capabilities in IB Retail & Digital Banking,…
Added 3 hours ago
PC
Indirect Tax, Recovery Data Analytics
PwC Canada
Vancouver, BC
- Full-time
Working knowledge of GST/HST, QST and provincial sales taxes, and how indirect taxes are recorded in financial systems
Added 3 hours ago
PC
Digital Assurance & Transparency Senior Associate
Pwc Canada
Vancouver, BC
- Full-time
…design, documentation, and operations of controls around the financial reporting process, including financial business process and Information Technology management…
Added 3 hours ago
Assistant Manager, Reconciliation Operations (GWO)
Scotiabank
Toronto, ON
The Assistant Manager, in Reconciliation Operations is responsible for providing support to a team of subject matter experts in supporting the Branch and units within Global Operations in…
Added 3 hours ago
F
Responsable de projets - Expériences Fever Originals
Fever
Montreal, QC
- Full-time

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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