Key Account Manager, Financial Services (Banking & Asset Management)

KPMG•Toronto, ON

About The Position

At KPMG in Canada, our people bring their unique perspectives to Canada’s most important challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where your career can make a difference. As part of KPMG’s strategic commitment to growth, this role within the Ontario & Atlantic (O&A) Marketing team will be responsible for contributing to business development, supporting leadership and the key account team, building and maintaining client relationships, and supporting account-based marketing efforts. The Manager works with Lead Partners and Industry Leaders to support revenue growth within the assigned key account portfolio. This is a complex role with responsibility for leading the Banking & Asset Management key accounts and driving greater productivity.

Requirements

A senior account management professional with at least 5-8 years of experience in the client service industry with a National firm, preferably with an understanding of a matrix organizations
A University degree in business, finance or related field required
Background and experience in Financial Services, preferably in one of the large Banks, Insurance, Private Equity, Pension or Asset Management organizations
Experience in project management including working within demanding deadlines and budgets
Experience in working with senior leadership, and with history of strong communications skills

Nice To Haves

Marketing experience preferred
proposal writing and knowledge of sales methodologies and RFP process is an asset

Responsibilities

Manage a key account portfolio which includes detailed relationship matrix and plans, industry and account business issues and an ongoing pipeline of opportunities through prospecting
Have an in-depth understanding of corporate priorities and key account management goals to work with the account team to implement strategic growth programs
Provide guidance and facilitate the development, strategy and execution for both internal and external key client meeting deliverables
Assist in the implementation of the overall go-to-market plan through collaboration and teamwork with the Key Account team and Industry Marketers
Support the development and execution of account based marketing programs in partnership with Industry Marketers
Track, measure and report regularly on Regional and National financial results against goals and objectives
Facilitate relationship building, planning and execution with key accounts
Work with the account team to develop and track the client relationship strategy and identify key stakeholders, develop plans and touch point campaigns to strengthen relationships
Deploy relevant National Marketing and Communications campaigns at the account level in O&A and create awareness both internally and externally to build key account relationships
Develop a strong understanding of services and solutions to determine which initiatives would be relevant and important to key stakeholders/decision makers
Develop and execute client communication strategy with the account team and in collaboration with Lead Partners through regular updates
Identify and qualify business opportunities through understanding of client imperatives and marketing initiatives
Lead an account team to identify and qualify business and relationship opportunities with key contacts to grow the pipeline
Incorporate, facilitate and act as a champion for KPMG’s sales methodology on active opportunities and client interactions
Influence external and internal networks and utilize account knowledge to facilitate account prospecting and pursuits
Provide support for Request For Proposals (RFP) process and execution related to key accounts
Collaborate with Proposal and account teams to leverage KPMG resources (i.e. Research, Communications, Writers and Legal) as required for Key Accounts and large opportunities
Enable client service excellence through key account teams by being responsive, insightful and connected to the client
Lead and facilitate KPMG’s ViewPoint (client feedback program) for the accounts, including managing outcomes and future action plans
Identify and create targeted communications to the client throughout the year
Act as central point for information related to key account
Share best practices across internal networks and advocate for sharing of resources and tools (i.e. Marketing, Communications, Proposals, Business Development, etc.)
Manage the account team onboarding for new Partners and Managers
Strive to achieve consistency and quality in account portfolio
Act as an informal coach to junior members of the Marketing and Key Account teams