Founded in 1987, Croesus is a WealthTech offering cutting-edge, easy to use, and highly secure wealth management solutions. A leader in the sector with over 180 employees in Montréal and Toronto, Croesus’s solutions include a portfolio management system, a centralized portfolio rebalancing tool and application programming interfaces (APIs) which allow wealth management professionals to make informed decisions and maximize performance. The solutions are designed for interconnectivity and third-party integration to provide a best-in-class user experience and cover investment process regulatory requirements. Croesus has won several awards and industry recognition as a high-quality product supplier and a remarkable employer.

Work closely with the Customer Relationship Manager & Product Leaders to establish a communication modus operandi between them (Format, frequency), to ensure the flow of information on both sides to maintain and ensure a common message.

• Act as a project manager for our external and internal clients;
• Collaborate with the sales, customer relations and other professional services teams to manage the implementation process of client projects;
• Plan with the teams the project plan (scope), budgets and project timelines;
• Coordinate and follow up on activities contained in the project plans and established timelines in order to have a "Ready" project/product;
• Manage the risk plan;
• Communicate project plans to Croesus stakeholders and clients;
• Write weekly reports and progress statements and communicate them to the people who will be determined according to the project;
• Participate in steering committees with clients;
• Anticipate, identify and track down the source of any unresolved problems;
• Proceed with the implementation of projects (test cycles and production start-up).
• Plan with the customer the planning of projects over a period of 12-18 months taking into account the product roadmap, and this on a regular basis (invite the account manager if necessary).

Academic background and experience

• University degree in a relevant field;
• Five years of experience in project management of software solutions;
• Knowledge of the financial sector (asset).

Skills

• Ability to work in a team and act as a leader/servant in Agile mode with the internal project owner;
• Ability to work in a highly technological environment;
• Expertise in analysis and problem solving;
• Have a sense of leadership and ownership;
• Basic knowledge of database concepts;
• Bilingualism (French and English);
• Excellent oral and written communication skills;
• Development and project management methodology (Agile, Waterfall, Kanban);
• Course on securities trading (CSC) (asset);
• PMP certification (asset).

Offer to all our dear Croesussians !

• Annual salary + Corporate incentive plan
• Teleworking (head office_Laval + office in Toronto)
• Unilimited vacation plan
• Sports program + Croesus GYM
• Telemedicine + group insurance (super useful for the family 😉)
• Group RRSP
• Goodies Boutique Croesus

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.