Global Product

4 months ago


Old Toronto, Canada Croesus Finansoft, Inc. Full time
h3>Company Description

Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under management. Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.

Position

Croesus is seeking a Senior Product Marketing Manager who will be responsible for the overall offering of Croesus solutions for the North American and European markets. The position requires a minimum of 10 years' experience in wealth management marketing, specifically wealth management technology solutions. He or she will also be required to meet with existing and potential clients, regulators, and other stakeholders in the wealth management and WealthTech industry.

Play a central role in the strategic planning process.Define commercial strategies for our various solutions concerning different markets and segments.Maintain and develop the product marketing foundation for each solution, product, and module.Participate in the development of yearly national marketing plans.Collaborate with the product management team in formulating product roadmaps.Conduct and manage primary and secondary market research.Create, execute, and manage surveys through the web, focus groups, and individual discussions.Develop and maintain relationships with market research firms and strategic consultants.Analyze reasons for wins and losses in tenders and contracts with new clients.

Internal and external collaboration

  • Lead ongoing discussions with the product management team regarding requirements, pricing, and packaging of our various solutions.
  • Support the sales and business development teams in product positioning and communication with clients and prospects.
  • Collaborate with the rest of the marketing team to provide content for marketing initiatives (presentations, brochures, blogs, articles, videos, case studies, websites, etc.).
  • Monitor and positively influence discussions between development teams on current and planned innovations.
  • Engage in ongoing discussions with sales and business development teams.
  • Maintain harmonious and constructive relationships with industry stakeholders, including regulatory agencies, industry associations, and government institutions.
  • Define and manage marketing initiatives with Croesus partners.
Requirements

Experience and education

  • University degree in marketing, strategy, management, finance, economics, financial engineering, or related fields
  • Minimum 10 years of B2B marketing experience in the financial, wealth management, or FinTech/WealthTech industry
  • International perspective or experience
  • Work experience in North America and Europe
  • Experience working in a FinTech, WealthTech, or financial institution
  • Knowledge of securities and other investment products
  • Knowledge of portfolio management
  • Experience in market research, competitive intelligence, and product marketing
  • Excellent understanding of FinTech, WealthTech, and wealth management industry issues
  • Strong ability to research, analyze, summarize, and interpret quantitative and qualitative data
  • Ability to create presentations for senior management and board of directors
  • Experience and ease in communicating with senior executives
  • Bilingual (third language is a strong asset)
  • Ability to work in multidisciplinary teams
  • Strong knowledge of Google and Microsoft products and environments
Other information

Why join the Croesussian family?

  • Annual salary + Corporate profit-sharing plan
  • Sports program
  • Gym available at our Laval head office
  • Telemedicine + group insurance (super useful for the family )
  • Group RRSP
  • Proximity to Montmorency metro
  • Ongoing training and development plan
  • Referral bonus
  • Indoor and outdoor parking & electric car recharging
  • Access to bike sharing
  • Beautifully renovated and spacious office
  • Complimentary breakfast every morning
  • Weekly Happy hours, prepared by our Croesus Life Partner

Are you interested in this challenge? Do you believe you have the qualities and expertise required for this position?



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