Enterprise Key Account Manager

1 month ago

Old Toronto, Canada Nest Wealth Full time

About the Role:

Nest Wealth, Canada's largest independent digital wealth management platform, is seeking an Enterprise Key Account Executive to fuel its next phase of growth. As a key member of our team, you will be responsible for maintaining and developing existing business relationships and identifying new opportunities within assigned Enterprise Clients.

Key Responsibilities:

  • Develop annual account plans for each assigned Enterprise Client, identifying account-based goals and providing a comprehensive understanding of the strengths, weaknesses, opportunities, and threats within the account.
  • Identify and pursue new sales pipeline opportunities, managing opportunities in the pipeline and coordinating internal teams to progress and close the opportunity, including new products and solutions.
  • Collaborate with the Nest Wealth and Customer Success team to match clients' future needs with our products and solutions, highlighting opportunities for positive and profitable renewal and upsell.
  • Act as the primary liaison for the relationship with client C-level/senior leadership, providing updates on key initiatives and developments as needed, and organizing introductions and meetings between key clients and Nest Wealth stakeholders.
  • Communicate and engage regularly with the team to ensure effective collaboration and awareness of current and planned development of products and services.
  • Negotiate commercial proposals and service contracts according to internal standards in collaboration with the Nest Wealth Legal Department.
  • Present the company's value proposition to key client organizations and maintain awareness of current and planned development of products and services to ensure clients are aware of our position in the market.
  • Maintain robust relationships with clients, networking with stakeholders at various levels of the client organization and deeply understanding the client's unique business opportunities and needs.

Requirements:

  • Strong communication and presentation skills are essential for this role.
  • Excellent analytical skills and the ability to think creatively to innovate strategies and improve revenue figures.
  • Bachelor's degree required (Master's degree preferred).
  • 10+ years of experience in Wealth Management, Asset Management, and Custody/Securities Services.
  • Solid understanding of Digital Finance Solutions, Front-office, Middle Office, and Back-office platforms, and Investor Communications.
  • 8 to 10 years of experience in a Sales Executive role with Enterprise clients or equivalent.
  • Well-connected in the Canadian financial institution market.
  • Consistent track record of results against quotas.
  • Outstanding communication, facilitation, and problem-solving skills.
  • Highly effective negotiation skills.
  • The ability to work in a fast-paced, high-pressure environment.
  • Ability to travel (up to 50%).

About Nest Wealth:

Nest Wealth is a proud recipient of 'Great Place to Work' for the past 4 years, 'Best Workplaces for Inclusion', 'Best Workplaces in Technology', and 'Best Workplaces in Canada'. We offer a competitive base salary, customizable extended health benefits, a yearly education budget, flexible hours, and parental leave top-up. We are a hybrid team working remotely and in-office, and it's up to you to choose what works best.

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