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Added 14 mins ago
A
Senior Software Developer, Frontend
Autodesk
Toronto, ON
- Full-time
Work closely with Product Manager, Product Owner, Architects, UX architects, and other stakeholders to translate business needs, system architecture and product requirements into high…
Added 14 mins ago
AC
Project Engineer, CC-MPEC
Atlas Copco Group
Montreal, QC
- Full-time
…be part of our Engineering team reporting to the Engineering Manager. In this role, your mission is to be the leader of technical projects Canada-wide from start to finish. Using your…
Added 14 mins ago
HT
Proactive Monitoring Spec.
Husky Technologies
Bolton, ON
- Full-time
Working with the Territory Technical Support team, the Monitoring Center Subject Matter Expert is in charge of monitoring customer’s equipment which is under the Advantage + Elite contract…
Added 14 mins ago
C
Technical Consulting Technical Leader
Cisco
Ottawa, ON · Kanata, ON
- Full-time
As part of Cisco Canada Customer Experience organization (CX), you will be providing personalized “white-glove” technical support to Canadian Critical National Infrastructure customers. You…
Added 14 mins ago
FA
Administrative Assistant
FTAI Aviation
Montreal, QC
- Full-time
…our airline, lessor, and maintenance, repair, and operations customer base. Additionally, FTAI owns and leases jet aircraft which often facilitates the acquisition of engines at attractive…
Added 14 mins ago
AC
Project Engineer, CC-MPEC
Atlas Copco Group
Mississauga, ON
- Full-time
…be part of our Engineering team reporting to the Engineering Manager. In this role, your mission is to be the leader of technical projects Canada-wide from start to finish. Using your…
Added 14 mins ago
Accounting Officer, Reconciliation (GWO)
Scotiabank
ON · Mississauga, ON
Customer Experience – Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Provide best-in-class customer…
Added 28 mins ago
A
Senior Software Developer, Frontend
Autodesk
Toronto, ON
- Full-time
Work closely with Product Manager, Product Owner, Architects, UX architects, and other stakeholders to translate business needs, system architecture and product requirements into high…
Added 29 mins ago
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Associate, Retail Equity Trading
BMO
Toronto, ON · FCP
- Full-time
…quotes hedging advice, and market information in support of the customer business and arbitrage…
Added 29 mins ago
OR
Sr Specialist, Contact Center Operations & Training
OSL Retail Services Inc
Mississauga, ON
- Other
We are currently seeking Sr. Specialist, Contact Centre Operations & Training. Reporting to the Senior Manager, Customer Service, this role oversees outsourced omnichannel customer service…
Added 29 mins ago
TC
Human Resources Lead
The Corporation of The City of Victoria
Victoria, BC
- Other
Reporting to the Manager, Human Resources, the Human Resources Lead is a senior professional role that provides day-to-day leadership, technical expertise, coaching, and operational…
Added 43 mins ago
MG
Gestionnaire, Maintenance / Manager, Maintenance
Medicom Group
Montreal, QC
- Full-time
…notre équipe. Le/la gestionnaire de la maintenance gère le service de maintenance, l'amélioration du matériel et son adaptation aux évolutions organisationnelles et/ou technologiques dans…
Added 43 mins ago
B
T&O Senior Data Analyst, Financial Data
BMO
Toronto, ON
- Full-time
Translate business requirements into actionable technical specifications.
Added 43 mins ago
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Pharmacy Assistant Manager Relief
Sobeys
ON · Ontario, Canada
- Full-time
…achieving excellence in the areas of patient-centered care, customer service, workflow efficiencies, and professional clinical services (disease state management, medication reviews and…
Added 43 mins ago
BI
Manager, Pension Risk Transfer (PRT) Modelling & Analytics
BMO Insurance
Toronto, ON
- Full-time
Ability to lead complex analytical work and communicate modelling results to both technical and non-technical audiences.
Added 43 mins ago
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Gestionnaire de Projets Municipal / Project Manager Municipal
Veolia | North America
Montreal, QC
- Full-time
Reporting to the Project Portfolio Manager, you will plan, organize, supervise, and control project execution activities, including installation work oversight and client follow-up. You…
Added 43 mins ago
C
Manager Business Communications Partner (Temporary 6-months)
CN
Montreal, QC · Greater Montreal Metropolitan Area
- Temporary
Manage the timely, cost-effective delivery of innovative communication campaigns, overseeing the complete quality assurance and Senior Manager sign-off workflow
Added 43 mins ago
NH
SENIOR TECHNICAL ANALYST
Northern Health - BC
Prince George, BC
- Full-time
…priorities of Northern Health, and under the general supervision of Manager or designate, this position is responsible for implementation and support of complex core infrastructure…
Added 44 mins ago
AC
Project Manager
ATS Corporation
Cambridge, ON
- Full-time
Partnership with ATS account manager to manage the customer
Added 44 mins ago
BC
Associate or Vice President, Global Markets
BMO Capital Markets
Montreal, QC
- Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 44 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Red Deer, AB
- Part-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 44 mins ago
CS
Assistant Store Manager
Columbia Sportswear Company
AB · CrossIron Mills
- Full-time
As an Assistant Store Manager, you will be a key member of the Store Leadership Team, and you will assist the Store Manager to ensure effective store operations. This role executes…
Added 44 mins ago
Produce - Assistant Manager Produce
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Saskatoon, SK
The assistant department manager is responsible for supervising staff and ensuring the smooth operation of the department’s daily activities in the manager’s absence, including…
Added 44 mins ago
B
Manager, Pension Risk Transfer (PRT) Modelling & Analytics
BMO
Toronto, ON · YNG
- Full-time
Ability to lead complex analytical work and communicate modelling results to both technical and non-technical audiences.
Added 44 mins ago
B
Assistant Branch Manager
BMO
Toronto, ON
- Full-time
Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the…

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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