Client Solution Consultant - Wealth Management

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    "description": "<p><span style=\"font-family: Arial, sans-serif; font-size: 14pt; font-weight: bold\">Client Solution Consultant - Wealth Management</span></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">About d1g1t</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">d1g1t is the industry’s first enterprise wealth management platform powered by institutional-grade analytics and risk management tools that allows firms to elevate the quality of their advice and demonstrate its value to clients. Through a single integrated solution that covers the entire advisory lifecycle, d1g1t provides wealth management firms with a whole new set of capabilities they’ve never had before. Headquartered in Toronto, the company was founded and is led by an experienced financial technology team who have developed leading enterprise portfolio systems for many of the world’s banks, institutional asset managers, hedge funds and regulators. </span></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Job Summary</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">We are seeking a highly skilled, high-achieving individual to join our team</span><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">. </span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">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. </span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">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 </span><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">strong communicator and executor</span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\"> — 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. </span></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Responsibilities </span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Master and demonstrate deep knowledge of the d1g1t product suite.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Serve as primary client-facing consultant, acting as a trusted advisor and owning client implementations from discovery through production and stabilization.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">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.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Translate client workflows and requirements into platform solutions and data models</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Perform data validation, reconciliation, and performance analysis to ensure accuracy and data integrity.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Implement portfolio management, trading, and reporting workflows aligned with client needs</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Lead implementation calls and tailored training sessions aligned with client workflows and objectives.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Maintain implementation plans and milestones aligned with the overall delivery roadmap.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Communicate clearly with clients on progress, risks, and next steps</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Partner with Product and Engineering teams to surface issues, edge cases, and improvement opportunities.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Contribute to internal documentation, playbooks, and implementation standards.</span></li>\n</ul>\n<p><br></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Competencies </span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">The successful candidate will also have the following competencies:</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Technical Execution:</span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\"> Proactive problem solver, comfortable working through ambiguity, analytical, and detail-oriented.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Ownership:</span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\"> Initiates improvements, demonstrates passion and accountability for work outcomes.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Communication:</span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\"> Clear and effective communicator, able to provide context and transparency, capable of articulating complex technical concepts clearly.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Leadership:</span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\"> Confident in collaborating with multiple teams, proactively giving and seeking feedback, driving meaningful change.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Emotional Intelligence:</span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\"> Empathetic team player, exhibits self-awareness, and understands the broader impact of their actions.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Business Acumen:</span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\"> Entrepreneurial mindset, actively contributes to setting goals, continuously learns and adapts to new challenges.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Qualifications </span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Minimum two years experience in fintech, wealth management platforms, SaaS implementations or entrepreneurial environments.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Strong technical skills including SQL, Python scripting, Excel/CSV data mapping, and hands-on data analysis.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Proven ability to learn complex technologies rapidly, including APIs, database systems, and scripting.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Experience with data migration, reconciliation, or performance methodologies</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Strong understanding of portfolio management and trading</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Exceptional communication, client-facing skills and logical problem-solving skills.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Skilled at writing understandable and concise technical documentation.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Comfortable working independently and collaboratively in a hybrid/remote work environment.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Preferred:</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Post Secondary Degree in math, quantitative finance, computer science, engineering.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Familiarity with project management methodologies and tools (e.g., Jira, Asana, Notion).</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Familiarity with deployment procedures and working with developers in an agile framework.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Experience conducting both virtual and on-site client engagements, training, and support sessions.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Experience with FIX protocol, managed account programs (SMA/UMA), mutual fund and discretionary advisory programs.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Experience working with US based RIAs</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">French language is an asset</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Perks of working at d1g1t</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Excellent opportunity to join a fast-growing Fintech startup</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Working in a culture of collaboration and innovation where your voice is valued and given importance.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Competitive compensation package with bonus and comprehensive healthcare benefits </span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Employee and Family Assistance Program</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Fitness and Wellness Credit</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Continuing Education Allowance</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Flexible hours and hybrid-work policy (The Financial Engineering Team comes to the office Mondays and Thursdays.)</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Ability to work abroad for up to 2 months in a year (some conditions apply).</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">The salary range for this role is $100,000 - $135,000 per annum.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">In our most recent Employee Experience Survey, employees rated Diversity &amp; Inclusion at d1g1t Inc. as one of our strengths!  d1g1t Inc. celebrates diversity in its workforce structure and encourages applications from all backgrounds.</span></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">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.</span></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">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!!</span></p>",
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