Senior Solutions Specialist_ remote

Croesus provides innovative, high-performance and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and 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

The Sr. Solutions Specialist is a pivotal role focused on growing new revenue for Croesus within an assigned set of prospective client accounts. In this role you will be a key partner to strategic prospects and customers, guiding them through discovery, ...