Product Leader | Wealth Management Solutions - WealthTech
Croesus Finansoft
Total years of experience :18 years, 0 Months
Develop and maintain several product roadmaps for Croesus’s Wealth Management Solutions including Portfolio Management System (PMS)/Portfolio Rebalancing/APIs and Widgets. Define strategic vision of the business products, roadmap, growth opportunities, and maintain continuous communication with various stakeholders and clients. Actively participate in driving Croesus’s mission for digital innovation by continuously seeking to maximize the value of business products for Croesus ecosystem
Help Signature Service Senior wealth management advisors increase their value and differentiation by helping them to systematize their Client Experience and the execution of the Sales and Client Engagement Model.
Carry out coaching and support activities related to the sale of investments and insurance products by Signature Service Senior wealth management advisors to meet the needs of affluent and high-net-worth (HNWI) members and clients in terms of investments (Separately Managed Accounts (SMAs), Mutual Funds, ETFs & Structured Notes) within a discretionary and non-discretionary Management offer
Lead, influence and serve as subject matter expert, as well as resource person and coach for senior management and decision-making bodies.
Contribute to the development, pricing, improvement, implementation and promotion of Desjardins investment solutions products and services offered to current or potential clients to the needs of members, clients and the Desjardins networks. Analyze opportunities to create, withdraw and modify products, determine market positioning and direction. Help increase sales and spur demand to support business growth by specifically promoting the brand and product image. Make recommendations on the planning and execution of operationally and conceptually complex projects and initiatives that require comprehensive analysis and understanding of the organization and line of business.
In charge of the analysis of the overall sales and business development performance of Desjardins Signature Service Centres. Contribute to the analysis of the business model performance (Customer, service standards, use of levers). Identify gaps and business priorities. Monitor market trends and coordinate business development activities. Identify the areas of improvement of the processes and ensure their implementation, recommends appropriate solutions in line with the business plan.
Provide advisory role at the Business Development Department for strategic, tactical and operational issues. Monitor competitor activity and competitive position, following the rates, market share and insurance results of all competitors. Carry out analysis concerning insurance issues, recommend appropriate solutions and supports their implementation when required (i.e. pertaining to marketing problems/opportunities, product distribution or other business decisions). Identify opportunities to enter new segments and develop new products that improve performance
Was in charge of the technical and professional development of 24 advisors. Helped improve deficiencies and build on the strengths of individual performers. Was responsible of training, scheduling and coaching Sales and Loyalty advisors. Acted as a specialized underwriter for all specific renewals and new policies that require extended analysis. Provided ongoing guidance to reinforce underwriting efficiency when negotiating renewal terms and managing new business opportunities. Performed various statistical analyzes to increase the effectiveness of the team.
Performed actuarial and statistical analyses to support pricing team. Extracted and manipulated data for quarterly reports, monthly analyses, and ad hoc requests as required by the pricing function. Provided required services to support Pricing and Risk Managers with implementation of rate changes, and associated rate fillings.