Senior Product Manager Wealth Management at Croesus

Shape the future of wealth management with Croesus as a Senior Product Manager. Leverage your operational expertise in Canadian financial institutions to drive innovative solutions.Croesus seeks a Senior Product Manager to enhance its wealth management platform. With 5 to 10 years of operational experience, this role demands a deep understanding of workflows like portfolio management and rebalancing. You will identify inefficiencies and collaborate with clients to ensure regulatory compliance while integrating AI tools to improve overall efficiency.Key Responsibilities:
• Define next-generation platform vision based on advisor needs
• Transform workflows through innovative product initiatives
• Represent Croesus at industry conferences and client boards
• Conduct discovery sessions with financial advisors
• Build and maintain a roadmap balancing features and AI capabilitiesRequirements:
• 5 to 10 years of experience in Canadian financial institutions
• Mastery of W...