Regional Director, Strategic Accounts
Regional Director, Strategic Accounts
Posted on :
16-05-2025
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1 Vacancy
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Job Description
Join a Challenger
Being a traditional bank just isnt 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 whats possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If youre not afraid of taking on big challenges and redefining the future you belong with us. Youll 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 670000 people acrossCanadathrough Equitable BankCanadasChallenger Bank and have been around for more than 50 years. Equitable Banks whollyowned subsidiary Concentra Bank supports credit unions acrossCanadathat serve more than six million members. Together we have over$125 billionin combined assets under management and administration with a clear mandate to drive change in Canadian banking to enrich peoples lives. Our customers have named our EQ Bank digital platform () one of the top banks in Canada on the Forbes Worlds Best Banks list since 2021.
The Work
The Strategic Account Manager (SAM) will be responsible for managing and growing highvalue accounts within Equitable Banks 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 longterm 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 longlasting relationships with key strategic accounts including super brokers and other highvolume 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 accountspecific needs and ensure a smooth customer experience.
- 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 wellpositioned to capitalize on new opportunities.
- Assist in expanding the Banks 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 Banks overall growth objectives while maintaining a focus on profitability.
- Cultivate and maintain strong relationships with key decisionmakers at highvalue 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 Banks products and services are topofmind when new opportunities arise.
- 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.
2. Market Growth & Business Development
3. Relationship Building & Networking
4. Sales Reporting & Forecasting
Lets Talk About You!
- 58 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 seniorlevel 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.
- Bachelors 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 highvalue 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.
#LIHybrid
What we offer For fulltime permanent roles
Competitive discretionary bonus
Market leading RRSP match program
Medical dental vision life and disability benefits
Employee Share Purchase Plan
Maternity/Parental topup 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 Banks additional office space located at 220025 Ontario Street Toronto ON.
Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyones 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 barrierfree 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 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 cant wait to get to know you!
Required Experience:
Director
Employment Type
Full-Time
Key Skills
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