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Added 11 mins ago
HI
Change Analyst
HRbrain Inc.
Toronto, ON
- Full-time
…of 10 members, including Change Managers, a Communications Manager, and two Communications Specialists. Historically, the team has been communications-heavy (newsletters, intranet content,…
Added 11 mins ago
RE
Project Estimator
Rising Edge Group
AB · Edmonton, AB
- Full-time
Reporting to the Estimating Manager, the Project Estimator plays a key role in the preparation of complete EPC (Engineering, Procurement, and Construction) proposals for high-voltage…
Added 11 mins ago
TC
Senior Fund Accountant, Fund Accounting – Hedge Funds
The Citco Group Limited
Toronto, ON
- Full-time
Work with all team members to improve product quality and consistency
Added 11 mins ago
M
Manager, Consulting - Human Resources
MNP
Vancouver, BC
- Full-time
Make an impact with our Executive Search & Recruitment team as a Manager. As a trusted advisor, you will partner with clients to identify, attract and assess executive, senior leadership…
Added 11 mins ago
Tenant Services Coordinator *REPOST*
Housing, Addictions and Homelessness
Churchill, MB
…dignified housing and the necessary supports to experience a high quality of life and a sense of belonging within their…
Added 25 mins ago
A&
Manager, Core Tax
Alvarez & Marsal
Toronto, ON
- Full-time
…shape our industry. Guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is why our…
Added 25 mins ago
WC
(CAN) OMNI Assistant Manager
Walmart Canada
Slave Lake, AB
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 25 mins ago
WC
(CAN) Customer Service Manager
Walmart Canada
Cold Lake, AB
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 25 mins ago
WC
(CAN) Front End Assistant Manager
Walmart Canada
Slave Lake, AB
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 25 mins ago
TS
Part-time Host & Hostess
Thermea Spa Village
Whitby, ON
- Part-time
Under the supervision of the Restaurant Manager, the Host(ess) welcomes guests, guides them to a table, hands out menus, ensures that they have everything they need during their meal and…
Added 25 mins ago
WC
(CAN) Préposé aux caisses libre-service
Walmart Canada
Saint-Eustache, QC
- Full-time
…and escalate cash or technical issues to the Customer Service…
Added 26 mins ago
EC
Technical Services Coordinator, Delta Ottawa City Centre Full Time
Encore Canada
Ottawa, ON
- Full-time
…customer satisfaction. This position reports to Operations Manager, Operations Director, or Director of Event…
Added 26 mins ago
EC
Event Technical Specialist - Ottawa Office, Full Time
Encore Canada
Ottawa, ON
- Full-time
…in client satisfaction. This position reports to a Project Manager, Operations Manager, Operations Director, Director, Event Technology, Director of Project…
Added 26 mins ago
A&
Manager, Core Tax
Alvarez & Marsal
Calgary, AB
- Full-time
…shape our industry. Guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is why our…
Added 26 mins ago
RP
Senior Accountant to Manager (Public Practice)
RECRUITMENT PARTNERS INC.
Calgary, AB
- Full-time
…will play a key role in managing client files, delivering high-quality engagement work, mentoring junior team members, and building long-term client relationships within a collaborative and…
Added 26 mins ago
WC
(CAN) Directs Store Delivery Associate
Walmart Canada
AB · Edmonton, AB
- Full-time
Works closely with the Operations Manager and Office Support Associate to identify and resolve receiving issues or discrepancies efficiently.
Added 26 mins ago
T
Project Manager, Buildings & Facilities (Contract)
Tiree
Calgary, AB
- Full-time
This is a contract opportunity based in Calgary, Alberta. As a Project Manager, you will guide buildings and facility projects from early planning and design through to construction,…
Added 26 mins ago
WC
(CAN) Asset Protection Associate
Walmart Canada
Leduc, AB
- Full-time
…investigations, escalates information to the Market Loss Prevention Manager in accordance with Company guidelines. Conducts or supports investigations related to internal theft, external…
Added 26 mins ago
CA
Financial Analyst
Centurion Associates Inc
Toronto, ON
- Full-time
Centurion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced…
Added 26 mins ago
CR
Cook - Part-time
COGIR Real Estate
Kitchener, ON
- Part-time
Reporting to the Culinary Manager, the Cook is responsible for preparation and delivery of all foods for residents, guests and employees.
Added 26 mins ago
RP
Manager, Financial Reporting
RECRUITMENT PARTNERS INC.
Calgary, AB
- Full-time
Our client is seeking a Manager, Financial Reporting to lead the preparation, analysis, and accuracy of financial reporting within a complex, multi‑entity environment. This role ensures the…
Added 26 mins ago
T
DCO
TEKsystems
Burnaby, BC
- $65,000 to $75,000 CAD / year
- Full-time
…activities. The DCO role reports directly to the Data Center Manager. Main Responsibilities Responsible for Facility Health & Safety Management of both preventative and corrective…
Added 26 mins ago
TS
Project Manager
TalentSphere Staffing Solutions
Bolton, ON
- Full-time
Our client, an established, family-owned General Contractor based in the Bolton area, is seeking an experienced Project Manager to join their growing team. The company specializes in…
Added 26 mins ago
G-
Operations Manager
GFL - Sewer Technologies Division
Winnipeg, MB
- Full-time
The Operations Manager – MRF oversees daily processing, maintenance coordination, and workforce management within a high-volume Material Recovery Facility (MRF). This role drives production…
Added 26 mins ago
OT
BIM Coordinator, MEP
Ontario Transit Group - Ontario Line - Southern Civil, Stations & Tunnel
Toronto, ON
- Full-time
Improve the quality of life for commuters by reducing daily travel 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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