Join Croesus as a Senior Product Manager to leverage AI and wealth management insights. Transform client relationships and productivity in Canadian financial institutions.
This role is perfect for a Senior Product Manager with extensive operational experience within top financial institutions. You will define the strategic vision for enhancing the Croesus platform and identify innovative workflows to improve advisor interactions. Your expertise in AI will also play a critical role in shaping effective solutions.
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
• Strong knowledge of AI tools and technologies
• Excellent c...