Client Solution Consultant - Wealth Management

Client Solution Consultant - Wealth Management

About d1g1t

Job Summary

We are seeking a highly skilled, high-achieving individual to join our team . In this role, you’ll be responsible for delivering and configuring end-to-end client solutions on the d1g1t platform. This role sits within the Financial Engineering organization at the intersection of client operations, data, financial modeling, portfolio management workflows, and platform configuration. The role focuses on guiding and helping our clients navigate transition from legacy systems onto modern and robust wealth management platform and workflows that will scale with the growth of their business and operations. 

This is a hands-on role for someone who enjoys solving complex and evolving problems, moving quickly, and taking responsibility for outcomes. The role is highly client-facing and partners closely with Product, Engineering, Client Services and Infrastructure teams. This role is ideal for a strong communicator and executor — someone who can plug into different phases of an implementation, learn fast, and deliver with minimal hand-holding whilst being a partner to our clients. 

Responsibilities 

• Master and demonstrate deep knowledge of the d1g1t product suite.


• Serve as primary client-facing consultant, acting as a trusted advisor and owning client implementations from discovery through production and stabilization.


• Guide customers through successful implementations across data integration, portfolio management, trading and reporting projects as a d1g1t subject matter expert. Advise clients on best practices, workflow optimization, and platform adoption to support business objectives.


• Translate client workflows and requirements into platform solutions and data models


• Perform data validation, reconciliation, and performance analysis to ensure accuracy and data integrity.


• Implement portfolio management, trading, and reporting workflows aligned with client needs


• Lead implementation calls and tailored training sessions aligned with client workflows and objectives.


• Maintain implementation plans and milestones aligned with the overall delivery roadmap.


• Communicate clearly with clients on progress, risks, and next steps


• Partner with Product and Engineering teams to surface issues, edge cases, and improvement opportunities.


• Contribute to internal documentation, playbooks, and implementation standards.

Competencies 

The successful candidate will also have the following competencies:

• Technical Execution: Proactive problem solver, comfortable working through ambiguity, analytical, and detail-oriented.


• Ownership: Initiates improvements, demonstrates passion and accountability for work outcomes.


• Communication: Clear and effective communicator, able to provide context and transparency, capable of articulating complex technical concepts clearly.


• Leadership: Confident in collaborating with multiple teams, proactively giving and seeking feedback, driving meaningful change.


• Emotional Intelligence: Empathetic team player, exhibits self-awareness, and understands the broader impact of their actions.


• Business Acumen: Entrepreneurial mindset, actively contributes to setting goals, continuously learns and adapts to new challenges.

Qualifications 

• Minimum two years experience in fintech, wealth management platforms, SaaS implementations or entrepreneurial environments.


• Strong technical skills including SQL, Python scripting, Excel/CSV data mapping, and hands-on data analysis.


• Proven ability to learn complex technologies rapidly, including APIs, database systems, and scripting.


• Experience with data migration, reconciliation, or performance methodologies


• Strong understanding of portfolio management and trading


• Exceptional communication, client-facing skills and logical problem-solving skills.


• Skilled at writing understandable and concise technical documentation.


• Comfortable working independently and collaboratively in a hybrid/remote work environment.

Preferred:

• Post Secondary Degree in math, quantitative finance, computer science, engineering.


• Familiarity with project management methodologies and tools (e.g., Jira, Asana, Notion).


• Familiarity with deployment procedures and working with developers in an agile framework.


• Experience conducting both virtual and on-site client engagements, training, and support sessions.


• Experience with FIX protocol, managed account programs (SMA/UMA), mutual fund and discretionary advisory programs.


• Experience working with US based RIAs


• French language is an asset

Perks of working at d1g1t

• Excellent opportunity to join a fast-growing Fintech startup


• Working in a culture of collaboration and innovation where your voice is valued and given importance.


• Competitive compensation package with bonus and comprehensive healthcare benefits 


• Employee and Family Assistance Program


• Fitness and Wellness Credit


• Continuing Education Allowance


• Flexible hours and hybrid-work policy (The Financial Engineering Team comes to the office Mondays and Thursdays.)


• Ability to work abroad for up to 2 months in a year (some conditions apply).


• The salary range for this role is $100,000 - $135,000 per annum.

In our most recent Employee Experience Survey, employees rated Diversity & Inclusion at d1g1t Inc. as one of our strengths! d1g1t Inc. celebrates diversity in its workforce structure and encourages applications from all backgrounds.

We encourage applications from all qualified candidates and will accommodate applicants’ needs under the respective provincial human rights codes throughout all stages of the recruitment and selection process. Please advise the recruiter if you require accommodation; to ensure your accessibility needs are accommodated throughout this process. Information received relating to accommodation will be addressed confidentially.

We understand that looking for a new opportunity can be time-consuming. We truly appreciate your time in going through our job posting and applying for a position with us!!