Wealth Management Product Leadership

Position: Wealth Management Product Leadership Role at Croesus
Drive innovation in wealth management solutions as a Senior Product Manager lize your financial acumen to redefine the advisor experience through cutting-edge technology.

Croesus is on the lookout for a Senior Product Manager who possesses extensive knowledge of Canadian wealth management. This role focuses on understanding advisor pain points and translating them into valuable product enhancements. Your expertise will shape the platform's vision, integrating AI to support advisor workflows and ensure compliance with regulatory standards.

Key Responsibilities:

• Help define the vision for Croesus’s platform improvements

• Identify and transform key workflow inefficiencies

• Act as Croesus's representative at strategic client interactions

• Conduct user discovery to map advisor journeys

• Develop a balanced roadmap for product features

Requirements:

• 5 to 10 years of relevant financial industry experience

• In-depth understanding of regulatory frameworks

• Experienced in AI tools for enhanced productivity

• Knowledge of Wealth Tech operations and workflows

• Forward-thinking approach to AI's role in financial advice

Elevate the advisor experience by redefining product strategies at Croesus.
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