Financial Services Account Executive — Growth & Strategy

AIIM; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

AIIM in Toronto is seeking a Sales Account Executive to manage and grow a portfolio of Financial Services clients, including banks, wealth and asset management, and fintech. You will drive 70% account management and 30% business development, expanding existing relationships while winning new ones through data, automation, and CRM integrations.

You will collaborate with internal teams to scope solutions, price accurately, and deliver on commitments, while navigating compliance and security

Qualifications

• 3-5 years experience minimum in sales or account management with a relevant industry (financial services, insurance, fintech, direct mail, advertising agency, digital advertising or marketing automation)
• Experience working with CRM platforms such as HubSpot or Salesforce an asset
• Experience selling into Financial Services is important and direct mail/digital print a plus

Responsibilities

• Own and grow relationships with key Financial Services clients across banks, wealth and asset management, capital markets, payments, fintech
• Lead planning conversations on data, personalization, automation, CRM integrations, reporting, and omnichannel delivery
• Find and drive upsell and cross‑sell opportunities to expand scope and share of wallet
• Coordinate with internal teams to scope solutions, price accurately, and ensure delivery quality
• Present AIIM capabilities to executives and ensure strong client satisfaction

Skills

Strong sales

Negotiation

Relationship management

Excellent communication

Presentations to executives

Data security and compliance awareness

Education

Post-secondary education in business/marketing

Tools

HubSpot/Salesforce

Job description

AIIM in Toronto is seeking a Sales Account Executive to manage and grow a portfolio of Financial Services clients, including banks, wealth and asset management, and fintech. You will drive 70% account management and 30% business development, expanding existing relationships while winning new ones through data, automation, and CRM integrations.

You will collaborate with internal teams to scope solutions, price accurately, and deliver on commitments, while navigating compliance and security