EY Account Executive Financial Services 

Canada, Ontario, Toronto 

53479716

Client Engagement and Relationship Building

• Serve as a key point of contact for agreed client contacts, fostering trust and open communication to understand their unique strategies, challenges, and opportunities.
• Develop deep insights into clients’ businesses, identifying key stakeholders and tailoring engagement strategies that resonate with their goals and priorities. –
• Proactively identify opportunities to connect with clients, collaborating with internal teams to deliver innovative solutions that address their specific needs.
• Lead initiatives that enhance client experiences, such as diversity and inclusion programs and interactive workshops, ensuring that clients feel valued and understood. –
• Maintain ongoing dialogue with clients to gather feedback, assess satisfaction, and adapt strategies to continuously improve their experience with EY.
• Owns and manages select client relationships, as identified by CP (e.g. Procurement/Sourcing, EY Alumni, etc.).

Value Creation and Sales Activation

• Continually build upon the EY Account Management Framework and bring the full breadth of the firm to the account (e.g. technology, Investment/Funding, Service Lines).
• Collaborate with internal teams to develop tailored proposals and strategies that align with client objectives, driving successful outcomes and long-term partnerships.
• Works closely with Account Coordinators to support account operations and account administrative activity. Monitors reports and presents on account KPIs such as revenue, client relationship activity, sales forecast and pursuits.
• Leading the account planning processes and meetings.
• Lead pursuit process.
• Promote pursuit excellence, assist in creating a WIN strategy, and power maps on proposals
• Develop and manage central client communications (e.g., client newsletters, value scorecard, event invites).

Account Activation

• Actively promotes the activation of solutions, and services across the account through ideation of opportunities and teaming with account team members on demand generation activities.
• Plans and monitors client feedback program and win/loss reviews to generate key client insights, as appropriate assists with client feedback interviews and be viewed as a Voice of the Client.
• Acts as interface with global sector for account industry needs (Subject Matter Resource, Solutions, Networks); Inter-connect account team centrally and to the broader sector.
• Acts as subject matter expert and coach the team on EY’s Sales and Account Management Framework (ex: immersive selling, Wavespace, building client trust, etc.).

What we look for

• Proven ability to build trusted relationships, both internal and external.
• Demonstrated success in large matrix organizations.
• Strong analytical and quantitative skills, ability to review reports, interpret data and identify trends; a healthy sense of curiosity.
• Time Management skills – ability to meet deadlines, prioritise and manage projects to the end.
• Ability to work independently and in a team environment, collaborate effectively with other functional groups within EY.
• An executive presence; energetic and engaging style.
• The ability to work independently in a fast-paced, dynamic team-oriented environment.
• A Bachelor's or post-graduate degree is required.
• 10+ years of relevant experience, including previous experience with complex account management and/or business development.

Ideally, you’ll also

• Have professional services knowledge
• Have knowledge of the Financial Services Industry is an asset, in particular the Banking Capital Markets sector
• Be experienced in project management