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.
Croesus is seeking a senior Product Marketing Advisor who will be responsible for the Croesus’s solutions for the North American and European markets.
The position requires a minimum of 7 years experience in B2B marketing in SaaS the sector. He or she will also be required to maintain discussions with existing and potential clients, regulators, and other stakeholders in the wealth management and WealthTech industry.
Strategy
- Define markets, target segments, and personas
- Define the positioning, narratives, and key messages of our solutions
- Define differentiators for each solution
- Contribute elements to the company's strategic thinking, based on facts and trends
- Define commercial strategies for our various solutions concerning different markets and segments
- Create and maintain product and market matrix elements
- Maintain and develop the product marketing foundation for each solution, product, and module
- 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
- 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
Internal and external collaboration
- Lead ongoing discussions with the product management team regarding requirements,pricing, and packaging of our various solutions
- Collaborate with the rest of the marketing team to provide content for marketing initiatives (presentations, brochures, blogs, articles, videos, case studies, websites, etc.)
- Engage in ongoing discussions with sales and business development teams
Partnerships
- Research and recommend potential partners (technology and business)
- Build and maintain excellent relationships with current and potential partners
Experience and education
- University degree in marketing, strategy, management, finance, economics, financial engineering, business analysis, or related fields
- Minimum 7 years of B2B marketing in high technology, in particular SaaS
- Experience in market research, competitive intelligence, and product marketing
Desirable
- International perspective or experience
- Experience working in a FinTech, WealthTech, or financial institution
- Knowledge of securities and other investment products
- Knowledge of portfolio management
Required skills
- Strong Ability to research, analyze, summarize, and interpret quantitative and qualitative data
- Ability to create presentations for senior management
- Experience and ease in communicating with senior executives
- Bilingual (Fluent written and spoken English (French is an asset))
- Ability to work in multidisciplinary teams
Why join the Croesus community ?
- À la carte vacations
- 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
Are you interested in this challenge? Do you believe you have the qualities and expertise required for this position? Please complete your application today.
Although all applications are carefully analyzed, we will communicate only with those selected. Thank you for your interest in Croesus.
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