Join a Challenger

Being a traditional bank just isn't our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what's possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you're not afraid of taking on big challenges and redefining the future, you belong with us. You'll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.

We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank , and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform ( eqbank.ca ) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.

The Work

The Strategic Account Manager (SAM) will be responsible for managing and growing high-value accounts within Equitable Bank's portfolio, with a focus on driving sales, enhancing relationships, and increasing market share within specified networks. The SAM will work closely with key brokerages, within specified networks to ensure the success and long-term growth of these partnerships. This role requires the ability to strategically assess the needs of individual brokerages within a specified network and work with other stakeholders in sales and operations to implement positive changes that increase market share.

The core parts of your role would be to:

• 1. Account Management
• Manage and build strong, long-lasting relationships with key strategic accounts, including super brokers and other high-volume clients
• Develop and execute strategic account plans tailored to the specific needs of each account to drive growth and meet sales targets
• Monitor account performance, including sales volumes, market share, and other key metrics, to ensure targets are met and exceeded
• Proactively identify new business opportunities within existing accounts and work to capitalize on those opportunities to increase market share
• Maintain ongoing communication with account stakeholders to address any issues, gather feedback, and identify new sales opportunities
• Collaborate with internal teams, including Sales, Marketing, and Credit, to deliver solutions that meet account-specific needs and ensure a smooth customer experience
• Market Growth & Business Development
• Collaborate with the Senior Director of Residential Sales and other internal stakeholders to identify and pursue growth opportunities in the market
• Conduct research and analysis to identify trends and areas for growth within assigned accounts, ensuring Equitable Bank is well-positioned to capitalize on new opportunities
• Assist in expanding the Bank's footprint in new regions or verticals by leveraging strategic account relationships to build a stronger market presence
• Develop and execute sales strategies that align with the Bank's overall growth objectives while maintaining a focus on profitability
• Relationship Building & Networking
• Cultivate and maintain strong relationships with key decision-makers at high-value brokerages, super brokers, and other strategic partners
• Represent Equitable Bank at industry events, conferences, webinars, and other networking opportunities to increase visibility and create new business connections
• Conduct regular meetings with accounts to foster engagement, identify challenges, and develop solutions to address concerns and improve service
• Engage in ongoing communication with strategic partners to ensure Equitable Bank's products and services are top-of-mind when new opportunities arise
• Sales Reporting & Forecasting
• Provide regular reports on account performance, sales activities, and market trends to the Senior Director of Residential Sales
• Work closely with the sales and marketing teams to ensure alignment between business development efforts and promotional strategies
• Monitor sales pipelines, track progress, and forecast future opportunities to ensure accurate reporting and resource planning
• Maintain and update accurate records of all interactions and opportunities within the CRM system

Let's Talk About You!

• 5-8 years of experience in account management, business development, or sales within the residential or financial services industry
• Proven track record of managing strategic accounts and driving revenue growth
• Strong interpersonal, communication, and negotiation skills
• Ability to analyze account performance data and market trends to develop strategic sales plans
• Demonstrated ability to build and maintain relationships with senior-level executives and key stakeholders
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), and CRM systems (e.g., Salesforce)
• Strong organizational and time management skills with the ability to manage multiple accounts simultaneously
• Bachelor's degree in Business, Marketing, Finance, or a related field is preferred

Job Complexities/Thinking Challenges

• Ability to navigate complex customer needs and resolve issues in a timely manner while managing multiple high-value accounts
• Strategic thinking and market analysis are required to drive business development efforts and identify opportunities for expansion
• The role requires a high level of relationship management and the ability to influence key stakeholders at multiple levels

What we offer For full-time permanent roles

Competitive discretionary bonus

Market leading RRSP match program

Medical, dental, vision, life, and disability benefits

Employee Share Purchase Plan

Maternity/Parental top-up while you care for your little one

Generous vacation policy and personal days

Virtual events to connect with your fellow colleagues

Annual professional development allowance and a comprehensive Career Development program

A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience

The incumbent will be working hybrid and in office time will be spent working from Equitable Bank's additional office space located at 2200-25 Ontario Street, Toronto, ON.

Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone's diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well.

We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.

We can't wait to get to know you!