Elevate your career as a Senior Croesus+ Advisor with National Bank's Wealth Management Solutions team. Leverage your expertise in portfolio management and user support to drive process optimization. In this strategic role, you will act as a subject-matter expert on the Croesus+ platform, assisting portfolio managers in best practices for model management.

Your responsibilities include developing training programs, providing specialized support, and coordinating the deployment of current functionalities. With a focus on continuous improvement, you'll also monitor performance indicators to enhance portfolio management practices across Canada. Key Responsibilities:
Develop training content for Croesus+ adoption
Support portfolio managers with platform usage




Analyze requests and coordinate issue resolution
Identify opportunities for process optimization
Test and deploy new functionalities effectively Requirements:
Bachelor's degree with five years' experience
Solid knowledge of portfolio management best practices
Familiarity with the wealth management industry
Proficient in portfolio management technology tools
Knowledge of the Croesus+ platform Bring your wealth management acumen and user support expertise to National Bank's cutting-edge team.

📌 Senior Croesus+ Advisor At National Bank Montreal
🏢 Banque Nationale du Canada
📍 Montreal