Strategic Account Manager, Financial Services Expert

5 days ago


Montreal, Quebec, Canada Scotiabank Full time

At Scotiabank, we are seeking an experienced Strategic Account Manager to join our team.

Job Description:

This is a unique opportunity to drive sales growth and develop client relationships within the specified territory. As a Strategic Account Manager, you will be responsible for partnering with wholesalers to achieve annual sales targets.

You will prospect and develop client relationships through various channels, including phone calls, virtual meetings, webinars, emails, and client activities. Your primary goal will be to identify and populate information within the CRM in a timely manner, as data is a key driver of business strategy.

  • Develop and maintain strong relationships with wholesalers and clients to drive sales growth and retention.
  • Identify opportunities to improve sales performance and implement strategies to achieve goals.
  • Collaborate with internal partners to understand industry trends and competitor activity.
  • Work closely with the wholesaler to develop a strategic business plan each fiscal year and conduct quarterly reviews to ensure benchmarks and goals are aligned.

In addition to these responsibilities, you will also:

  • Escalate client issues to RVP's and appropriate department(s) when needed.
  • Participate in special projects, departmental, and project group meetings to share feedback and contribute to the success of the team.
Requirements:

To be successful in this role, you will require:

  • A minimum bachelor's degree in a field such as Commerce, Finance, Business Administration.
  • CSC or IFIC certification.
  • A minimum of 3 years of experience within the Financial Services Industry.
  • Excellent communication skills in English and French, with the ability to work collaboratively with other groups from head office who operate primarily in English.

The estimated salary range for this position is $80,000 - $120,000 per annum, depending on experience and qualifications.



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