Strategic Account Manager

Work arrangement and location

• The role follows a flexible hybrid working arrangement.
• The work location is 483 Bay Street in Toronto until approximately late 2026, then the new Mississauga office at 3 Robert Speck Parkway.

Business overview

Role overview

Key responsibilities

• Lead relationships with assigned clients, including C-suite contacts, and act as client advocate.
• Use performance metrics and executive reporting to explain operating trends and identify efficiencies.
• Develop account plans; drive retention, cross-selling, asset growth, and adoption of FCC products and services.
• Consult on practice management, client priorities, business growth, efficiency, and profitability.
• Coordinate sales processes and align FCC initiatives and offerings with client needs.
• Analyze data and client businesses to identify priorities and initiate strategic discussions.
• Resolve major service escalations by mobilizing cross-functional teams.
• Monitor operational, technology, and compliance issues affecting clients and coordinate internal responses.
• Work with FCC departments to understand and address client and internal needs.

Qualifications

• At least 5 years of client relationship or similar experience in brokerage or capital markets.
• Experience with retail and institutional broker markets and the Portfolio Manager space.
• Broad capital markets and wealth management business and technology knowledge.
• Strong financial, business, and data analysis; consultative and negotiation experience.
• Project management skills and ability to facilitate cross-functional work.
• Excellent written and oral communication, including communicating technical material to non-technical users.
• University degree in Business or Finance; Science or Engineering is also acceptable with relevant financial-services experience, or equivalent work experience.
• Knowledge of brokerage operations is preferred.
• Canadian Securities Course is an asset; CFA or progress toward CFA is also an asset.
• Current work authorization for Canada is required.

Compensation

• Total annual cash compensation, including base salary and target discretionary performance bonus, ranges from $127,000 to $176,000 based on experience and qualifications.
• After six months, the company contributes to the employee's RRSP without requiring employee matching.

Benefits and support

• Benefits include employer-paid health coverage, mental health support, parental leave top-up, home office equipment allowance, paid time off, and professional development opportunities.
• The posting also describes flexible work options and employee inclusion programs.