Manager - Portfolio Management - National Accounts

2 weeks ago

Montréal, Canada Desjardins Full time

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.

Job Level

NV-10

As a portfolio management - national accounts manager, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell business products and services through multiple distribution channels based on member/client needs and current strategies and practices.

You develop and maintain business partnerships with major clients and accounts—primarily corporations, associations and groups—to ensure they are getting the most of their products and services and are fully satisfied with them. You drive results by actively helping your unit achieve its sales and business development objectives.

You are responsible for accounts with considerable development potential for your sector or the organization. You work with clients with complex, diverse needs. The ability to communicate effectively and thoroughly understand clients’ expressed needs is therefore essential. Your complex work and initiatives require extensive knowledge of the organization and your line of business.

You lead and serve as specialist and resource person for clients and practitioners. You represent Desjardins and enter the organization into important agreements with clients. You also have leeway and many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential.

General Information on the Position

Other working conditions- The work arrangement for the position is hybrid work #LI-Hybrid- Number of jobs available : 1

**Qualifications**:
- Bachelor’s degree in a related field- A minimum of 6 years of relevant experience

Please note that other combinaisons of qualifications and relevant experience may be considered- For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Communicates effectively, Drive results, Interpersonal Savvy

Work Location

1170, rue Peel Montréal

Trade Union

Non Syndiqué

Unposting Date

2023-11-28

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

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