Talent.com
Croesus
Wealth Management Product ExpertCroesus • Toronto, Canada
No longer accepting applications
Wealth Management Product Expert

Wealth Management Product Expert

Croesus • Toronto, Canada
12 days ago
Job type
  • Full-time
Job description
Join Croesus as a Wealth Management Product Expert and lead initiatives using advanced AI tools. Transform workflows to enhance client relationships in Canadian financial markets.

As a Senior Product Manager at Croesus, you will play a vital role in shaping solutions specifically tailored for financial advisors. Your experience with regulatory standards and technology ecosystems will guide you in driving the product vision forward. Foster close collaboration with teams and strategic clients to ensure the seamless integration of AI into the platform.

Key Responsibilities: • Conduct ongoing discovery with industry professionals • Develop user journey maps to enhance efficiency • Maintain a balanced product roadmap • Collaborate with product owners for implementation • Monitor performance post-launch for continuous improvement

Requirements: • 5-10 years with major Canadian financial entities • Expertise in wealth management operations • Familiarity with regulatory frameworks • Experience using AI in financial applications • Vision for AI-enhanced financial advising

Lead transformative change in wealth management solutions with Croesus, harnessing your expertise to improve the financial advisor experience. #J-18808-Ljbffr
Create a job alert for this search

Wealth Management Product Expert • Toronto, Canada

Similar jobs

Wealth Management BSA

Tata Consultancy ServicesToronto, Ontario, Canada
Full-time

Tata Consultancy Services (TCS) is an equal opportunity employer and embraces diversity in race, nationality, ethnicity, gender, age, physical ability, neurodiversity, and sexual orientation, to cr... Show more

 • Promoted

Wealth Management Solutions Consultant (Hybrid/Remote)

d1g1tToronto, ON, CA
Remote
Full-time

A leading fintech startup in Toronto is seeking a Client Solution Consultant with a strong background in wealth management and fintech.The role involves guiding clients through implementations on t... Show more

 • Promoted

Senior Product Manager in Wealth Management

Purpose LPToronto, ON, CA
Full-time

Become a key driver of innovation as a Senior Product Manager in Wealth Management.Shape product strategies while enhancing client experiences through technology-focused solutions.In this influenti... Show more

 • Promoted

Investment Management Quantitative Product Manager

VanguardToronto, Ontario, Canada
Full-time

Vanguard is seeking a product manager to drive the development of Vanguard's front office research and analytics platform.As part of our Investment Management Insights team, you will play a critica... Show more

 • Promoted

Wealth Management Analyst

Insight Globaltoronto, on, ca
Full-time

The Wealth Planning Quality Analyst is responsible for reviewing completed financial plans to ensure they meet established quality standards, regulatory requirements, and internal best practices.Th... Show more

 • Promoted

Wealth Tech Product Manager, Domain Lead (Saas) - $125,000 - $145,000 A Year

Univeris CorporationToronto, Canada
Full-time

Product Manager needed for a wealth management software provider in Toronto.Hybrid work, with a salary ranging from $125,000 to $145,000. Show more

 • Promoted

Product Management for AI-Driven Solutions

Wolters Kluwer N.V.Toronto, Ontario, Canada
Full-time

Shape the future of audit processes as a Product Manager specializing in AI-driven solutions.Own the product lifecycle and define user experience enhancements in a SaaS setting.As a pivotal member ... Show more

 • Promoted

Senior Ai Product Manager, Wealth Management

RBCToronto, Canada
Full-time

A leading financial institution in Toronto seeks a Senior Product Manager to spearhead AI-driven solutions in wealth management.This role entails strategic leadership, product development, and stak... Show more

 • Promoted

Product Strategy Director in Benefits Management

Green Shield Canada (GSC)Toronto, ON, CA
Full-time

Shape the product strategy for Benefits Administration as a Product Strategy Director.Guide product teams to innovate and achieve strategic goals across Health and Insurance landscapes.This role fo... Show more

 • Promoted

Wealth planning advisor- wealth planning tools, practice management & support

BMO Financial GroupToronto, Ontario, Canada
Full-time

Wealth Planning Advisor- Wealth Planning Tools, Practice Management & Support.Location: Virtual or Hybrid- Toronto.Wealth Planning Advisor- Wealth Planning Tools, Practice Management & Support, pro... Show more

 • Promoted

Wealth Management Advisor

Oakbridge Search PartnersToronto, ON, CA
Full-time

We are proud to partner with our client, one of Canada’s premier independent boutique wealth management firms.For over 30 years, they have provided sophisticated, custom financial strategies to exc... Show more

 • Promoted

Senior Product Manager, Wealth & Asset Tech

fintexToronto, Ontario, Canada
Full-time

A leading fintech company in Canada is seeking a Product Manager to drive digital product development in wealth management.The ideal candidate will have strong experience in the wealth management i... Show more

 • Promoted

Product Owner: Course & LMS Management for Enterprise

DoceboToronto, ON, CA
Full-time

A leading e-learning platform in Toronto is looking for a Product Owner for Course Management.In this role, you will prioritize the product backlog, translate customer needs and ensure your domain'... Show more

 • Promoted

Product Manager in Wealth Strategy

Iris Software Inc.Toronto, ON, CA
Full-time

Take charge as a Product Manager within Wealth Strategy for a leading financial services entity.This hybrid role requires seasoned individuals focusing on portfolio management and product lifecycle... Show more

 • Promoted

Business Analyst - Wealth Management/Asset Management

Intelliswift - An LTTS CompanyToronto, ON, CA
Temporary

Business Analyst - Wealth Management/Asset Management.This range is provided by Intelliswift - An LTTS Company.Your actual pay will be based on your skills and experience — talk with your recruiter... Show more

 • Promoted

Senior Manager, Wealth Management Governance & Risk Programs Wealth Management Governance & Controls

BMO FinancialToronto, Ontario (ON), CA
Part-time

The Senior Manager, Wealth Management Governance & Risk Programs is a first line of defence (1LOD) role accountable for leading and embedding the Risk Identification, Stress Testing and Financial R... Show more

 • Promoted

Experienced Product Owner for Portfolio Management Solutions

RBCToronto, ON, CA
Full-time

Step into a transformative role as a Product Owner, leading the launch of innovative Portfolio Management applications.Apply your extensive experience to define and implement necessary systems and ... Show more

 • Promoted

Wealth Tech Product Manager — Saas, Hybrid - $125,000 - $145,000 A Year

TEEMA Solutions GroupToronto, Canada
Full-time

Product Manager sought for a wealth tech company, focusing on product strategy and stakeholder engagement. Show more

 • Promoted

Wealth Management Associate

Morgan McKinleyGreater Toronto Area, Canada, Canada
Full-time

On behalf of our client, a growing independent wealth management and financial planning firm based in Toronto, we are looking for a.This is an exciting opportunity for someone who enjoys being the ... Show more

 • Promoted

Product Management Role Focused on Healthcare Innovations

DenzelcodringtonllcToronto, Ontario, Canada
Full-time

Become a pivotal force as a Product Manager in healthcare technology.Oversee product development that transforms clinical data into effective solutions in a flexible work environment.As a member of... Show more