Senior Advisor Croesus+

A career as a Senior Croesus+ Advisor within the Wealth Management Solutions team at National Bank means acting as a subject-matter expert for the Croesus+ platform. In this role, you will have a direct impact on the evolution of portfolio management practices by leveraging your expertise in wealth management, user support, and technology solution optimization.

Your Role

• Develop and implement training programs, learning content, and educational tools that promote the adoption and optimal use of the Croesus+ platform.
• Support portfolio managers in their use of the platform and advise them on best practices in portfolio management and model management.
• Provide specialized support to the network, analyze requests, coordinate issue resolution, and maintain a high-quality user experience.
• Identify i...