Relationship Manager in Wealth Management handling portfolios of high - net - worth clients at Deutsche Bank. Focus on client acquisition and retention with comprehensive financial services expertise.
About the role
- Account Manager managing merchant relationships in B2B finance service company. Helping businesses understand and leverage consumer financing options for sales growth in Eastern Canada.
Responsibilities
- Build and maintain strong relationships with our business partners, helping them succeed with Financeit.
- Use your product expertise and consultative approach to drive partner engagement and sales growth.
- Coach and support partners on Financeit’s program, tools, and best practices.
- Train businesses on how to position financing and offer flexible monthly payments to their customers.
- Lead regular training and coaching sessions with small and mid-sized businesses to help them level up.
- Make sure new employees at partner locations are fully trained and confident using the Financeit platform.
- Ensure all activity meets our approval and risk standards.
- Grow volume with existing partners while ramping up new ones to achieve consistent results.
- Collaborate closely with our Merchant Approval, Activation, and Engagement teams to create a smooth partner experience.
- Travel as needed to visit dealers, attend tradeshows, offsites, and other events.
Requirements
- BA degree or equivalent practical experience.
- 3+ years of experience with hands-on direct sales and relationship management.
- 1+ years of experience in consumer lending, financial services or SaaS is preferred.
- Demonstrated expertise in managing successful business-to-business sales and service relationships in an asset.
- You know your way around a CRM, ideally Salesforce.
- Strong interpersonal and organizational skills.
- Ability to multitask and meet deadlines under pressure.
Benefits
- An award-winning culture with a collaborative & inclusive team.
- Competitive pay and performance based bonus.
- Committed to flexible work arrangements, offering hybrid workplace options.
- Comprehensive medical, dental and vision coverage + Lifestyle Account.
- RRSP Matching and Parental Leave Top Up Program.
- In office massage, meditation & workout sessions.
- Virtual events such as Lunch & Learns, company parties, fun team activities and charity initiatives.
- Career learning and development programs.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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