Account Manager

7 months ago

Vancouver, Canada Charitable Impact Full time

**About Charitable Impact**

Charitable Impact started as a bold idea and evolved quickly into an unwavering belief: everyone should have access to resources that help them build the brighter future they imagine. We provide a donor-centric giving platform, supported by a donor advised fund, that helps people amplify their generosity to create the change they want to see in the world. We simplify the giving process, allowing donors to manage all of their giving from one place, access timely tax receipts, and donate in a variety of ways including cash, publicly traded stocks, company shares, and many other options. Anyone can use it to find and give to their favourite charities from one place, give with friends and others, and get support with making their biggest impact possible. So far, Canadians across the country have donated more than one billion dollars through our platform.

**We take care of each other**

Our team members enjoy competitive salaries, purposeful perks, and a culture that gives back and has fun doing it. We support each other, learn from one another, and grow together. We're on an adventure to make giving an intentional and joyful part of daily life So, come and join us, and let's build a brighter future together.

**What you’ll do**

As a key representative of our Charitable Investment Programs team, you are driven to establish and cultivate relationships with financial advisors. You will confidently promote Charitable Impact’s products and services while providing professional and detail oriented advisor support. Specifically, you will work closely with the Senior Account Manager and Director of Charitable Investment Programs, servicing our financial advisor clients, as well as their clients. You’re a self starter, comfortable in a business environment, and have experience in the wealth management industry. You’re a natural team player who can work independently but enjoy being part of a dynamic account management team.

**We are a hybrid office, with team members working from home and in the office. This role requires availability during the Pacific Standard Time zone business hours.**

**Your responsibilities**
- Collaborate with the Senior Account Manager and Director, Charitable Investment Programs to execute an annual business plan focused on the development of long-term relationships with financial advisors and drive Charitable Investment Program business targets utilizing a team-based approach
- Manage the full advisor/donor lifecycle (advisor onboarding, account opening, ongoing relationship management and support) while identifying opportunities to promote Charitable Impact’s services
- Educate financial advisors and their teams on the benefits of donor advised funds and help them to incorporate Donate & Invest and Donate & Give strategies into their book of business
- Identify and champion opportunities to improve the user experience of financial advisors, their teams, and donors
- Assist with the production of quarterly account statements, process quarterly account fees, facilitate account setups and manage our Salesforce CRM database
- Support financial advisors and their teams by responding to queries, finding solutions to problems, and seeking useful feedback
- With a lens on risk mitigation and compliance, identify ways to improve our gift acceptance systems to ensure the smooth operation of the Charitable Investment Programs team
- Analyze donations of non-cash assets to ensure compliance with foundation policies
- Support other teams within Charitable Impact including Brand, Content, Finance, and Donor Engagement and Experience.

**What we're looking for**
- Bachelor’s degree in finance or accounting
- 3+ years of experience in the wealth management industry, preferably in a client-facing role
- Outstanding oral and written communication skills
- The ability to multitask and juggle multiple clients under demanding circumstances
- Relationship building skills and a proven track record of meeting and exceeding targets
- Exceptional customer service and sales orientation
- Demonstrated values of trust, accountability, and discretion
- A strong aptitude for process improvement and administration.

**Bonus points**
- Completion of Canadian Securities Course
- Bilingual fluency in French and English
- Sales experience
- Relationships in wealth management
- Experience in fundraising within the charitable sector
- Experience working in a technology startup environment.

**What we offer**
- **Annual salary**:$70,000-$85,000/year
- **Extended health care benefits.** Vision, dental and paramedical.
- **Annual health spending account.** To spend on what's important to you.
- **Professional development**. We believe in supporting our team members achieve their professional goals.
- **RRSP matching. **To encourage you to save for your future.
- **Monthly donation matching**. To encourage you to give.
- **Rest and relaxation.** Minimum three weeks paid annual vacation fo

  • Marketing Manager

    2 weeks ago

    Vancouver, Canada Brittany Groshong Demo Account Full time

    **About Us** Our mission is simple: we want to set people free to do meaningful work. People love our software-and it turns out that people love working here too. We’ve been recognized as a “Best Company to Work For”, and we’re proud of our team for receiving awards for workplace effectiveness and flexibility. **What You'll Do** Our ideal...

  • Accounting Manager

    7 months ago

    Vancouver, Canada Gustavson Wylie Architects Full time

    **Overview**: Reporting to the president the Accounting Manger will be working in a team environment performing full cycle accounting duties. **Position Description**: Accounting Manager **Basic Function**:The Accounting Manager position is accountable for the accounting operations of the company, to include the production of periodic financial reports,...

  • Accounting Manager

    4 days ago

    Vancouver, Canada Warrington PCI Management Full time

    Warrington PCI Management is the largest commercial property managers in BC. The company manages approximately 18 million sq ft of retail, office, industrial, multi-family and marine properties throughout the Lower Mainland. We are looking for an experienced Property Accountant who can manage the accounting for a mixed portfolio of properties. **Primary...

  • Accounting Manager

    4 weeks ago

    Vancouver, Canada EarthDaily Agro Full time

    Vancouver, BC, Canada Full Time Accounting and Finance Mid Level OUR VISION At EarthDaily Analytics (EDA), we strive to build a more sustainable planet by creating innovative solutions that combine satellite imagery of the Earth, modern software engineering, machine learning, and cloud computing to solve the toughest challenges in agriculture, water...

  • Accounting Manager

    4 weeks ago

    Vancouver, Canada EarthDaily Analytics Full time

    OUR VISION At EarthDaily Analytics (EDA), we strive to build a more sustainable planet by creating innovative solutions that combine satellite imagery of the Earth, modern software engineering, machine learning, and cloud computing to solve the toughest challenges in agriculture, water management, carbon-capture verification and more. EDA’s signature...

  • Accounting Manager

    7 months ago

    Vancouver, Canada ZML Holdings Group Corporation Full time

    **Job description** ZML Holdings Group Corporation is a private owned real estate company located in downtown Vancouver, specializing in real estate investment and commercial property management. We are currently recruiting an Accounting Manager. The position reports to the Executive Vice President and CEO. The Accounting Manager will lead by example and...

  • Accounting Manager

    6 months ago

    Vancouver, Canada District Developments Full time

    **District Group** is a leading edge real estate investment and development company passionate about building exceptional projects that energize neighbourhoods and realize timeless design. Based in Vancouver, BC, District is actively pursuing mixed use projects focused on purpose built rental residential in BC, Alberta and western United States markets. We...

  • Accounting Manager

    4 days ago

    Vancouver, Canada Fossil Landscape Construction Full time

    **Who are we?** Fossil Landscape Construction is Vancouver's premier landscaping company. We specialize in the construction and maintenance of custom high end residential properties with projects located in Vancouver, West Vancouver, Whistler and Bowen Island. Fossil’s team of professional construction workers and tradespeople execute a broad range of...

  • Accounting Manager

    4 months ago

    Vancouver, Canada Olive Fertility Centre Full time

    **Accounting Manager** **Department**: Accounting **Reports To**: Controller **Location**: Vancouver Clinic, with possibility of some hybrid remote work **Work Schedule: Monday - Friday** - 8 hours per day/40 hours per week **Overview**: - Supporting the Vision, Values, Purpose, and Commitment of Olive Fertility Centre:_ Together with the Controller...

  • Accounting Manager

    7 months ago

    Vancouver, Canada Mindful Collective Co Full time

    **Who You Are** As our Accounting Manager, you will be a resourceful problem-solver who can work independently and has a strong understanding of accounting standards. If you have a strong passion for organization and a keen eye for detail and are enthusiastic about managing daily accounting functions to ensure their accuracy and effectiveness, we want to...

  • Accounting Manager

    4 weeks ago

    Vancouver, Canada Taylor Ryan Executive Search Partners Full time

    Our client is a Vancouver based Real Estate Developer that specializes in purpose built housing within the Vancouver Area. They are seeking an Accounting Manager to join their team and manage the company's day to day accounting functions. A really exciting opportunity to join a growing company in a leadership position. The Role: Oversee full-cycle accounting...

  • Accounting Manager

    3 days ago

    Vancouver, Canada Eminence Organic Skin Care Full time

    Eminence Organic Skin Care Accounting Manager Role Summary As the Accounting Manager, you will have a hands-on role managing the daily accounting operations of the operating companies to ensure the timely and accurate delivery of financial statements and management reports. You will have (5) direct staff, including (2) General Accountants, (2) Accounting...

  • Accounting Manager

    2 days ago

    Vancouver, Canada Eminence Organic Skin Care Full time

    **Eminence Organic Skin Care** **Accounting Manager** **Role Summary** As the Accounting Manager, you will have a hands-on role managing the daily accounting operations of the operating companies to ensure the timely and accurate delivery of financial statements and management reports. You will have (5) direct staff, including (2) General Accountants, (2)...

  • Accounting Manager

    7 months ago

    Vancouver, Canada Fintel Connect Full time

    **Who we are**: Fintel Connect is making waves as the leading growth marketing solution built for the financial industry. Our mission is to support the banking and financial ecosystem with tools and insights that will allow them to better reach future customers and deliver the right products to the right audiences in a compliant and cost-effective way....

  • Account Manager

    7 months ago

    Vancouver, Canada Scoop Solar Full time

    We are looking for a tech & business savvy, detail-oriented and energetic _**B2B SaaS Client Accounts Growth Manager (CAGM)**_ to join our team. In this role you will gain detailed knowledge of our Scoop® mobile-work Process Management and Automation platform (mPMA) as well as our associated GLOO and LOOXY technologies. In this role you will be responsible...

  • Accounting Manager

    4 weeks ago

    Vancouver, Canada Taylor Ryan Executive Search Partners Full time

    Our client is a Vancouver based Real Estate Developer that specializes in purpose built housing within the Vancouver Area. They are seeking an Accounting Manager to join their team and manage the company's day to day accounting functions. A really exciting opportunity to join a growing company in a leadership position. The Role: Oversee full-cycle accounting...

  • Accounting Manager

    4 weeks ago

    Vancouver, Canada Taylor Ryan Executive Search Partners Full time

    Our client is a Vancouver based Real Estate Developer that specializes in purpose built housing within the Vancouver Area. They are seeking an Accounting Manager to join their team and manage the company's day to day accounting functions. A really exciting opportunity to join a growing company in a leadership position. The Role: Oversee full-cycle accounting...

  • Account Manager

    2 weeks ago

    Vancouver, Canada Enkel Backoffice Solutions Inc. Full time

    **About Us** Enkel is a forward-thinking accounting and technology firm dedicated to providing cloud-based accounting solutions and high-quality reporting to Canadian businesses and Not-for-Profit organizations. Our vision is to be the trusted partner of our clients, offering accurate and timely financial reporting that empowers better business...

  • Accounting Manager

    4 weeks ago

    Vancouver, British Columbia, Canada Mainframe Studios Full time

    Job SummaryWe are seeking a highly skilled Accounting Manager to join our Finance Department in Vancouver. As an Accounting Manager at Mainframe Studios, you will play a crucial role in supporting the finance team and its various deliverables by performing accounting and oversight functions.About the RoleReview financial reports and supporting schedules...

  • Accounting Manager

    6 months ago

    Vancouver, Canada Apex Paper International Inc. Full time

    **About us** Apex Paper International Inc. is a pulp & paper trading company based in Vancouver, Canada. We represent North American & European mills in 20+ markets in Asia, Africa & Latin America. Having strong relations with the finest Paper and Board mills in the USA, Canada, Europe, Japan and China we provide complete supply chain solutions to our mill...