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Wealth Management Solutions Leader

Croesus
Location 📍 montreal west, Canada
Posted 📅 June 12, 2026
Work Type ⏰ Full-time

Position Overview

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...

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Job Details

Employment Type
Full-time
📊
Category
Other-General
🏠
Work Arrangement
On-site
📍
Location
montreal west, Canada