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Added 33 mins ago
CG
Food Service Manager (CSNM Required)
Compass Group Canada
Vancouver, BC
- Full-time
Now, If You Were To Come On Board As a Food Service Manager We’d Ask You To Do The Following For Us
Added 33 mins ago
S
Planificateur·trice de marchandises // Merchandise Planner
SSENSE
Montreal, QC
- Contract
…Planner to join our team! Reporting to the Merchandise Planning Manager, you will be the inventory driver, responsible for creating and executing strong brand strategies that optimize…
Added 1 hour ago
NB
Associate Regional Manager
National Bank of Canada
Brossard, QC
- Full-time
At National Bank Financial – Wealth Management, your role as Associate Regional Manager for Montreal’s South Shore gives you the opportunity to provide hands-on leadership to Wealth…
Added 1 hour ago
AH
Patient Care Manager
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
The Manager for Operative Services at the Stollery is accountable for the overall operational leadership of the assigned programs. This includes participating in strategic and operational…
Added 1 hour ago
AH
Administrative Support V
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
…administrative resource for physician leadership, supporting strategic initiatives, recruitment activities including onboarding, physician workforce administration, financial processes,…
Added 1 hour ago
YR
Program Manager, Contract Services
York Region (The Regional Municipality of York)
Newmarket, ON
- Contract
Reporting to the Manager, Facilities Operations and Maintenance, this position is responsible for leading the full procurement and contract management lifecycle function for Property…
Added 1 hour ago
RB
Senior Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Montreal, QC
- Full-time
Added 1 hour ago
RB
Branch Manager
Royal Bank of Canada
Medicine Hat, AB
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 2 hours ago
N
Head of Enterprise Marketing - Canada
Naboo
Montreal, QC
- Full-time
…player-coach role: you lead a team of three (an ABM / Campaign Manager, a field marketer in Europe and a field marketer in the US you will hire) and work hand in hand with Growth, Brand &…
Added 3 hours ago
RB
Manager, Royal Mutual Funds Inc (RMFI) Surveillance
Royal Bank of Canada
Toronto, ON
- Full-time
As Manager, RMFI Trade Surveillance, you will act as a senior member in the team to lead the daily and periodic reviews of sales and trading activities in Canada to detect potential…
Added 3 hours ago
RB
Team Operations Lead
Royal Bank of Canada
Vernon, BC
- Full-time
…executing activities and client contact as per the portfolio manager’s business plan, client service plan, and review…
Added 3 hours ago
RB
Senior Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Ottawa, ON
- Full-time
Added 4 hours ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
A National Account Director who will serve as the primary account relationship manager for commercial sellers. The core focus of this role is (1) to retain our high-value client base to…
Added 4 hours ago
TM
North America Benefits Manager
The Magnum Ice Cream Company
Toronto, ON
- Full-time
As our North America Benefits Manager, you’ll own the day-to-day delivery and continued evolution of our benefits programs across the U.S. and Canada, spanning health and welfare,…
Added 4 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 5 hours ago
FC
Senior Manager, Credit Solutions, Commercial Services
FirstOntario Credit Union
St. Catharines, ON
- Full-time
As a member of the Commercial Services team within the Business Banking Group, the Senior Manager, Credit Solutions, Commercial Services is responsible for the credit management,…
Added 5 hours ago
UO
Administrative Manager, Finance and Operations
University of Waterloo
Waterloo, ON · Psychology, Anthropology, Soci
- Full-time
The Administrative Manager, Finance and Operations, is responsible for managing and coordinating the operational administrative functions of the School and finance-related support with…
Added 5 hours ago
RD
Team Operations Lead
RBC Dominion Securities
Vernon, BC
- Full-time
…executing activities and client contact as per the portfolio manager’s business plan, client service plan, and review…
Added 5 hours ago
SH
Administrative Assistant
Shared Health-Soins Communs
Minnedosa, MB
- Full-time
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 5 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 5 hours ago
BM
Integrator / General Manager
BBX Moving
Richmond, BC
- Full-time
You run the business. Three seats report to you on day one: operations, finance and admin, and sales and marketing. The owner sits in that last seat. Yes, he reports to you for it. That’s…
Added 5 hours ago
L
Assistant Manager, Operations | Tanger Outlet
lululemon
Ottawa, ON
- Internship
The Assistant Manager, Operations role is an essential part of the store leadership team and is responsible for making sure our retail business runs smoothly and successfully. Assistant…
Added 5 hours ago
Administrative Assistant
Winnipeg Regional Health Authority
Minnedosa, MB
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 5 hours ago
MANAGEMENT CONSULTANT
City of Toronto
Toronto, ON
Reporting to the Manager, Business Services, the Management Consultant provides consulting services to senior leadership and key stakeholders within the Housing Secretariat Division to…
Added 5 hours ago
M
Manager, Supply Chain / Gestionnaire, Gestion de la chaîne d’approvisionnement
Merck
Charlottetown, PE
- Full-time
We are seeking an experienced Manager, Supply Chain Management to lead the Supply Chain function at our companies Animal Health manufacturing site in Prince Edward Island.

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.

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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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