National Account Manager

As a National Account Manager, you will be responsible for managing and growing relationships with key financial institutions and investment dealerships. This role requires a strategic thinker with strong analytical skills and a deep understanding of investment products and market trends. You will take on a leadership role, influencing various stakeholders in business development projects and initiatives that focus on strategic and complex interventions. In this role, you will help shape and recommend strategic directions and business positioning. These projects require extensive and in-depth expertise in your field. You will serve as a subject matter expert and advisor, acting as a resource person and coach for senior management and various governing bodies. More specifically, you will be required to:

• Build and maintain strong relationships with stakeholders, ensuring high levels of client satisfaction.

• Act as an account manager, serving as the primary link between the company and clients, ensuring the proper use, updating, and satisfaction with the products and services offered

• Develop and implement sales strategies to achieve revenue targets and expand market share.

• Develop and adjust account strategies based on performance metrics and client feedback, ensuring alignment with broader business goals.

• Seek opportunities to connect with industry professionals, attend events, and build relationships that can benefit both clients and the company.

• Participate in the development of new products that meet specific market needs.

• Identify new business opportunities, collaborate in the development of marketing strategies, create action plans, and ensure their communication to the targeted clientele. Develop various concepts to support product sales.

• Serve as a subject matter expert and advisor in your field, acting as a resource person and coach for senior management and various management committees

• Get involved in RFI and regulator inquiries.

• Conduct market surveillance to identify business opportunities that enhance the competitiveness of the products and services offered.

What we offer*

• Competitive salary and annual bonus

• 4 weeks of flexible vacation starting in the first year

• Defined benefit pension plan that provides predictable, stable income throughout retirement

• Group insurance including telemedicine

• Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table

• Bachelor's degree in finance, Business Administration, or in a related field

• A minimum of nine years of relevant experience in account management or sales within the investment industry

• Please note that other combinations of qualifications and relevant experience may be considered

• CFA certification

• CIM certification

• Advanced knowledge or understanding of investment products and financial markets

Action oriented, Communicates effectively, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning, Persuades, Strategic mindset

#LI-Hybrid

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-04-9