Company Description Croesus provides creative, 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 Ensure the operational and relationship success of accounts by coordinating delivery activities, maintaining effective governance,



and building trusting relationships with internal and external stakeholders. The Delivery Manager serves as the central point of coordination between internal teams and clients to ensure predictable execution, seamless communication, and a high-quality customer experience. Customer Relationship Management Serve as the primary point of contact for the client’s stakeholders. Build and maintain relationships based on trust. Provide proactive communication regarding project progress, risks, and challenges. Prepare for and lead follow-up meetings and governance committee meetings. Contribute to the satisfaction, retention, and growth of the accounts under your responsibility. Anticipate client concerns and propose action plans tailored to identified issues. Collaboration with

📌 Delivery Manager (Laval)
🏢 Croesus Finansoft
📍 Laval