Location
montreal west
Job Type
Full-time
Posted
June 12, 2026
Job Description
Join Croesus as a Wealth Management Solutions Leader and utilize your senior product management skills to transform financial advisory workflows. Engage with cutting-edge AI technology while promoting productivity.
As a Wealth Management Solutions Leader, you will possess a rich understanding of Canadian wealth management and the nuances of advisor workflows. This leadership role is designed for someone with hands-on experience at leading financial institutions and a solid grounding in regulatory compliance. Your mission will be to redefine Croesus solutions to fit modern advisory needs and leverage AI's potential in the industry.
Key Responsibilities: • Help define the product vision for Croesus • Drive discovery with advisors to tackle friction points • Integrate AI into financial advisor workflows effectively • Maintain a comprehensive product roadmap • Collaborate with teams to ensure high-quality execution
Requirements: • Minimum of 5 years experience wi...
As a Wealth Management Solutions Leader, you will possess a rich understanding of Canadian wealth management and the nuances of advisor workflows. This leadership role is designed for someone with hands-on experience at leading financial institutions and a solid grounding in regulatory compliance. Your mission will be to redefine Croesus solutions to fit modern advisory needs and leverage AI's potential in the industry.
Key Responsibilities: • Help define the product vision for Croesus • Drive discovery with advisors to tackle friction points • Integrate AI into financial advisor workflows effectively • Maintain a comprehensive product roadmap • Collaborate with teams to ensure high-quality execution
Requirements: • Minimum of 5 years experience wi...