Job Description

Advance your career with Croesus as a Senior Product Manager specializing in WealthTech. Utilize AI to enhance client interactions and productivity in Canadian financial institutions.

This role targets experienced candidates with a solid background in top financial institutions. You’ll be responsible for defining the strategic vision for the Croesus platform and discovering innovative workflows tailored for advisors. Your strong grasp of AI will be crucial in driving impactful solutions within the wealth management sector.

Key Responsibilities:
• Define strategic vision for platform enhancements
• Identify workflow transformation opportunities
• Represent Croesus during client engagements
• Collaborate with teams to integrate AI solutions
• Conduct discovery sessions with financial advisors

Requirements:
• 5-10 years experience within Canadian finance
• Mastery of WealthTech workflows and regulations
...

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