IT Account Manager

August 14 2019
Industries Bank, Insurance, Financial services
Categories Information Technology, Database Systems, Project management, Product management, System administrator
Victoria, BC


The Information Technology Department is responsible for providing technology solutions that contribute to the achievement of BCI's vision and long-term goals. The department manages the Corporation's business applications and information technology infrastructure, providing support to a large group of financial professionals. The IT Department is also responsible for authoring IT-related directives and conducting disaster recovery planning to minimize risk to the Corporation's delivery of investment services.


Reporting to the Senior Manager, IT Account Management, the IT Account Manager is responsible for the relationship between the IT Department and assigned internal business client accounts. The IT Account Manager works closely with business clients to understand their goals and objectives and collaborates with other teams to develop and deliver IT-business roadmaps. S/he proposes IT projects that advance business goals and objectives and manages the staff who develop the analyses and business cases that support IT project selection and prioritization.



  • Bachelor's degree in Business Administration, Commerce or in a related field
  • A minimum of 5 years experience in an account management, account executive, or business relationship management role
  • Experience with marketing technology-related projects or products and services to business clients
  • Excellent listening, communication, facilitation and negotiation skills
  • Experience developing executive briefs and presentations for various audiences
  • The ability to understand complex business issues and recommend solutions as a trusted advisor, and demonstrate business value


  • Knowledge of the investment management industry and related business trends


  • Acts as the single point of accountability for the relationship between IT and business clients for assigned business client area(s) and leads communications with assigned client group on behalf of IT
  • Collaborates with corporate planning functions, business client area(s) and IT teams to understand the goals and objectives of assigned area(s)
  • Works closely with business clients to develop a deep understanding of their needs, issues and the challenges that enable or prevent them from reaching their goals and objectives
  • Communicates the value IT is delivering to business areas and creates an environment where IT and clients are mutually aware of each other's respective goals and progress against plans
  • Translates an understanding of business client needs into IT project opportunities and creates, maintains and communicates IT-business roadmaps for assigned area(s)
  • Collaborates with other IT teams including Architecture, Business Advisory Services, and Applications & Operations on IT-business roadmap planning, development and implementation
  • Develops a pipeline of potential IT projects and facilitates the definition of business value that is created by existing and potential IT project
  • Participates in the assessment and prioritization of potential IT projects
  • Establishes the processes, procedures and tools that are needed by Business Planners to develop and deliver research, analyses, feasibility studies and business cases that support the assessment and prioritization of potential IT projects
  • Establishes relationship management plans and profiles for business client area(s)
  • Partners with other IT teams to monitor the execution of the IT-business roadmaps and approved projects, and ensures projects deliver the stated business benefits
  • Captures the technology-related risk and technology utilization of business client areas
  • Identifies, accesses and analyzes key metrics and events that impact business client satisfaction
  • Advocates for business clients within the Department and communicates business client satisfaction to other IT teams
  • Identifies specific opportunities to enhance business client satisfaction and develops, maintains and monitors improvement action plans
  • Builds positive and collaborative working relationships at all levels of the organization
  • Creates a supportive and healthy working environment within the Department by ensuring effective communication, promoting teamwork, providing opportunities for staff involvement into planning and recognizing employees' contributions and achievements
  • Manages the financial resources within the overall allocated budget for assigned areas.  Monitors financial reporting and status within the department and directs corrective action as needed
  • Maintains current expert knowledge in the field by reviewing relevant materials and journals and maintaining appropriate professional and external contacts
  • Undertakes special projects or assignments as required
  • Performs other related duties as required


Strategic Thinking

Effective performers act with the future in mind. They plan for and make decisions within the framework of the organization's strategic intent. They know and understand the factors influencing strategy. They consider future impact when weighing decisions.


Effective performers are skilled at directing, persuading, and motivating others. They are able to flex their style to direct, collaborate, or empower as the situation requires. They have established a personal power base built on mutual trust, fairness, and honesty.

Organization & Planning

Effective performers have strong organizing and planning skills that allow them to be highly productive and efficient. They manage their time wisely and effectively prioritize multiple competing tasks. They follow through on tasks to ensure changes in technology are communicated effectively.

Results Orientation

Effective performers maintain appropriate focus on outcomes and accomplishments. They are motivated by achievement and persist until the goal is reached. They convey a sense of urgency to make things happen. They respect the need to balance short- and long-term goals. They are driven by a need for closure. 


Effective performers recognize the value of continuous information exchange and the competitive advantage it brings. They actively seek information from a variety of sources and disseminate it in a variety of ways. They take responsibility for ensuring that their people have the current and accurate information needed for success.

Conflict Management

Effective performers recognize that conflict can be a valuable part of the decision-making process. They are comfortable with healthy conflict, and support and manage differences of opinion. They thwart destructive competition or friction and use consensus and collaboration to debate and resolve issues.

Change Mastery

Effective performers are adaptable. They embrace needed change and modify their behaviour when appropriate to achieve organizational objectives. They are effective in the face of ambiguity. They understand and use change management techniques to help ensure smooth transitions.

Business Thinking

Effective performers see the organization as a series of integrated and interlocking business processes. They understand how their work connects with and affects other areas of the organization.

Relationship Building

Effective performers establish and proactively maintain a broad network of relationships (e.g. colleagues, co-workers, vendors, suppliers, etc.). They value these relationships and work effectively across the organization by maintaining positive working relationships with peers and others.

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