Do you have a passion for both analytics and business development?
Do you know how to build relationships of trust and loyalty?
Are you interested in taking on challenges in the Investment sector?
The primary focus of the National Accounts team is to gain a deep understanding of client firms through the building and enhancement of long-term relationships at all levels of the client firm. Strategic focus includes collaborating with designated client firms to retain current assets and add new assets by continuing a core strategy of shifting from traditional “mutual fund supplier” to “strategic business partner.” The National Accounts team works on an integrated basis with National Sales teams to deliver and align National Bank experience to the strategic business needs of client firms with the objective of enhancing gross sales, improving asset retention, broadening product participation and maximizing profitability.
Develop and maintain relationships with national gatekeepers, product managers and analysts from client firms in order to maximize asset acquisition, retention and mutual profitability
Establish a close relationship with clients and manage successfully these relationships in order to create business opportunities
Evaluate client firm profiles and initiate proposals that will enable the Bank to go beyond their needs in order to ensure their loyalty
Assist with the preparation of major service agreements and ensure the implementation and follow up of banking applications for client firms
Monitor the evolution of competitor strategies and developments, products and services, and propose strategies that will allow the Bank to attain its objectives by improving its market position
Maintain an ongoing communication, a collaborative and strategic approach to client firm coverage
Identify significant trends in client needs and help develop new products in partnership with different Bank sectors to offer client firm-tailored solutions.
Work with internal partners to ensure that reports are compiled accurately.
Timely delivery of reports, presentations and audit documents. Maintain an accurate audit trail
Act as point of contact for day-to-day dealer service-related issues
Work closely with the Salesforce administrator and Dealer Services to ensure our record keeping system is properly structured to reflect the reality of dealer codes connectedness
Responsible for maintaining National Accounts library content
Work on ad-hoc special projects with focus on increasing automation, improving content and enhancing the client experience
Assist the Director, National Accounts in building relationships with national gatekeepers, product managers and analysts with client firms to maximize asset acquisition and retention
Identify product shelf opportunities, as appropriate, within new and existing bank and insurance product platforms – DB/DC/Insurance/Wrap Solutions
Provide partners and stakeholders with current investment analysis, competitor matrices and NBI market research on a regular or ad-hoc basis as required
Ensure regular sharing and management of client firm corporate intelligence with key managers of National Sales – NBI
Collaborate with key managers of National Sales – NBI to ensure strategic alignment of business and product solutions with the client firm
Build and maintain internal relationships with NBI sales and product teams
Represent National Bank at industry and key client events to position NBI as a global, integrated wealth management firm
Provide expertise, both internally and externally, for questions related to FundSERV and/or dealer service-related matters
Represent the voice of the customer, both internally and externally, on all escalated issues
Manage and optimize the use of internal workflow processes and escalation related issues
Engage in regular dialogue with Dealer Services (back office) to actively find ways to improve procedures, policies and dealer interactions
Stay up to date on the dealer product approval process and that all processes are well known and documented
Ensure fund and product launch set-ups are timely and accurate
Participate in post launch feedback meetings to identify any improvements for future launches.
Meeting with major dealers on a regular basis to discuss new business opportunities
Keeping aware of all the industry changes such as: Cannex, CDIC, regulatory changes, etc.
Create new opportunities by offering new products and service by partnering and collaborating with Treasury, Compliance, IT and Operations
Making internal and external process simpler and efficient with the goal of automating as much procedures as possible
Cross-selling and introducing other products to advisors
Ongoing special projects such as: system conversions, internal and external audits, and database management (Access; Power BI)
The candidate needs to be able to identify all risks inherent to the Wealth Management sector’s activities.
Bachelor's degree in related field and 3 years of relevant experience within a National Accounts, Strategic Alliance or institutional relations type role
CSC required and a recognized financial planning-oriented designation (CFP), or progress toward, preferred
Working knowledge of OSC and IFIC regulations
Solid understanding of financial services industry
Proficiency with Microsoft Windows and Excel required
Strong ability to originate, communicate and execute ideas
Solid, persuasive and genuine communication and presentation skills
Proactive and committed team player
Bilingualism, both spoken and written (English and French), an asset.
National Bank sees diversity as a great source of wealth and values it in all its dimensions. Its objective is to offer an open, respectful work environment where all employees can achieve their full potential. Senior management's concrete commitment helps spread this value across all sectors in the organization. The Bank has been ranked among the top employers for diversity in Canada for several years.
Particular Condition:The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviors) of partnership, agility and empowerment count as much as the business objectives.