Product Marketing Advisor(Wealthtech saas)

4 months ago


Laval, Canada Croesus Full time

**Position**:
**Strategy**
- Define markets, target segments, and personas.
- Define the positioning, narratives, and key messages of our solutions.
- Define differentiators for each solution.
- Play a central role in the strategic planning process.
- Contribute significant elements to the company's strategic thinking, based on facts and trends.
- Define commercial strategies for our various solutions concerning different markets and segments.
- Monitor the execution of strategies and make adjustments as necessary.
- Create and maintain product and market matrix elements.
- Maintain and develop the product marketing foundation for each solution, product, and module.
- Ensure the final packaging of new solutions before launch.
- Take an active part in product launches.
- Participate in the development of yearly national marketing plans.
- Collaborate with the product management team in formulating product roadmaps.

**Research and analysis**
- Perform market analysis and forecasting.
- Conduct and manage primary and secondary market research.
- Estimate market sizes and shares (total, addressable, and target markets).
- Analyze competition from several countries.
- Collect and analyze information about ecosystem stakeholders.
- 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.).
- Play an important role in responding to calls for tender (RFPs).
- 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.

**Partnerships**
- Research and recommend potential partners (technology and business).
- Build and maintain excellent relationships with current and potential partners.
- 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 7 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?**
- À la carte vacations + Unlimited vacation
- Annual salary + Corporate profit-sharing plan
- Hybrid work
- 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
- Croesus boutique
- Beautifully renovated and spacious office
- Complimentary breakfast every morning
- Weekly Happy hours, prepared by our Croesus Life Partner


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