Product Marketing Advisor(Wealthtech_SAAS)

Croesus Finansoft, Inc.; Toronto; On-site; CAD 85,000 - 120,000; Full time

Job summary

A leading company in wealth management solutions seeks a Senior Product Marketing Advisor to drive marketing for its innovative services. The role requires 7+ years of B2B experience in wealth management technology and involves significant market analysis, strategic planning, and collaborations across teams. As part of a dynamic environment, you'll engage with industry stakeholders and contribute to product launches—perfect for a motivated marketer eager to make an impact in a growing field.

Benefits

Annual salary + Corporate profit-sharing plan

Sports program

Ongoing training and development plan

Weekly Happy hours

Complimentary breakfast every morning

Qualifications

• 7+ years B2B marketing experience in financial, wealth management, or FinTech industry.
• Ability to research and analyze quantitative and qualitative data.
• Bilingual with excellent communication skills.

Responsibilities

• Define markets, target segments, and personas.
• Conduct market analysis and manage market research.
• Collaborate with product management on product roadmaps.

Skills

Market Analysis

B2B Marketing

Communication

Team Collaboration

Research and Analysis

Education

University degree in marketing, strategy, management, finance, economics, or related fields

Tools

Google Suite

Microsoft Office

Job description

Senior Product Marketing Advisor (Wealthtech_SAAS)

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 Product Marketing Advisor who will be responsible for the overall offering of Croesus solutions for the North American and European markets. The position requires a minimum of 7 years' experience in wealth management marketing, specifically wealth management technology solutions. The candidate will be required to travel regularly, speaking on behalf of Croesus and hosting webinars, panels, roundtables, and presentations. 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.

Responsibilities

• 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?

• Annual salary + Corporate profit-sharing plan.
• Sports program.
• Gym available at our Laval head office.
• 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? 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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