Founded in 1987, Croesus is a FinTech offering cutting-edge, easy to use, and highly secure wealth management solutions. With over 180 employees in Montréal and Toronto, the Canadian leader draws on expertise and know-how to provide products and services tailored to the needs of the financial services industry. Its portfolio management solutions and application programming interfaces (APIs) maximize performance, and its data analytics tool allows financial services professionals to make informed decisions. Through the years, Croesus has won several awards as a high-quality product vendor, as well as an employer of choice. In 2019, Croesus acquired softTarget, a company specializing in portfolio rebalancing, whose flagship software iBalance is being integrated with its sophisticated solutions offering.

Montréal, Québec, May 4, 2021 – Croesus earned a spot among the 100 Most Innovative WealthTechs in the World in the annual Wealthtech100 competition organized by Fintech Global. For more than 30 years, FinTech has offered a full range of tools to investment professionals.

“Through its forward-thinking initiatives, its customer-centric approach and its deep expertise in the industry, Croesus has shown it has what it takes to be a global leader. One of our strengths which sets us apart from the rest of the industry is the incredible contribution and motivation of all of our teams. », stated Sylvain Simpson, president of Croesus.

Reporting to the Vice-President, Business Development and Strategic Partnerships, the Director, Sales and Client Relationships is responsible for selling Croesus products and services to the Company’s existing client base. He is in charge of the account management team at Croesus. He supervises and manages the team members and provides them with support for them to reach their individual sales objectives and collectively as a team. The Director is responsible for meeting the Company’s annual sales objectives for existing clients. More specifically, the Director:

• Manages a team of five account managers and one sales support specialist;
• Establishes the annual revenue forecast in collaboration with the Vice-President;
• Produces the annual Sales Plan;
• Manages the Sales Department budget and expense accounts;
• Runs weekly sales meetings and quarterly business reviews;
• Provides support to the sales team members regarding the management of client issues and prioritization of client requests;
• Helps and guides account managers in establishing the pricing of client requests;
• Establishes the annual revenue forecast and quarterly updates;
• Provides reporting on sales performance;
• Oversees the client contract renewal processes in collaboration with account managers and the Vice-President;
• Manages business opportunities holistically and helps identify critical ones;
• Ensures fluid communication between team members and relationships with production teams;
• Run basic demos of Croesus core solutions (Advisor, Central, etc.) and modules (GDO, RCM, etc.) by the Director and the Sales team members;
• Collaborates closely with the Marketing Director, the Head of Business Development and the Strategic Partnerships Director to drive sales strategies and market positioning of the Company;
• Attends industry conferences and provides insight on market changes, competitive landscape and regulatory trends impacting Croesus;
• Manages the Company CRM (Salesforce);
• Train on Salesforce trailhead to reach the Explorer Level (5 badges, 3,000 points) for both the Director and each Sales team member by the end of 2022
• Run annual evaluations of the sales team.

• University degree in business, sales, finance or a relevant field.
• Minimum of 10 years of experience in business development in the Canadian Wealth and Asset Management Industry
• Excellent leadership skills
• Successful track record in creating and progressing an opportunity pipeline
• Self-starter with an entrepreneurial attitude that is focused on success
• Strong sales and negotiation skills
• Excellent oral and written communication skills
• Bilingualism is an asset (English and French)
• Willingness to travel

• Among the 100 Most Innovative WealthTechs in the World in the annual Wealthtech100 competition
• Teleworking policy: 100% ;
• Croesus Boutique;
• Croesus is named one of Canada's Top Small and Medium Employers in the Canada’s Top Small & Medium Employers competition organized by Mediacorp Canada Inc.

Are you interested in this challenge? Do you believe you have the qualities and expertise required for this position? Please complete your application today.

Although all applications are carefully analyzed, we will communicate only with those selected. Thank you for your interest in Croesus.