Client Solution Lead - Financial Engineering

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    "description": "<p><span style=\"font-family: Arial, sans-serif; font-size: 14pt; font-weight: bold\">Client Solution Lead, Financial Engineering</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 </span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">team who have developed leading enterprise portfolio systems for many of the world’s </span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">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 </span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">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\">This role sits within the Financial Engineering organization and combines deep finance and/or wealth management industry expertise, architectural ownership, and strategic influence. In this role, you’ll be responsible for design and delivery of the solutions to complex d1g1t implementations, providing expert guidance to clients while they navigate transition from legacy systems onto a modern and robust wealth management platform and new workflows. Simultaneously, you will ensure the growth of the internal team members and shape continual improvements to implementation standards and processes. </span></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">The role is highly client-facing and partners closely with Management, Product, Engineering, Client Services and Infrastructure teams. This role is responsible for </span><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">architecting solutions and strong</span><br><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">execution</span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">, anticipating risks, and driving successful outcomes and scalability across multiple workstreams.</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Ideal for an individual that is looking to be the solution design authority for complex client implementations, thrives in complexity, thinks in systems, defines standards, and drives successful outcomes across multiple workstreams.</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; font-weight: bold\">Ensure successful delivery of project implementations</span>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Lead architecture and delivery for large, multi‑custodian, implementations, from discovery through production and stabilization.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Owns solution design and tradeoffs across modeling, workflows, and platform configuration.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Set delivery strategy, milestones, and success criteria for large engagements.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Serve as the primary escalation point for complex client, modelling and workflow challenges.</span></li>\n</ul>\n</li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Drive the growth and scalability of the team</span>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Mentor and guide the team on execution and problem-solving approaches</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Establish implementation standards, patterns, and best practices</span></li>\n</ul>\n</li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Influence the growth and scalability of the firm</span>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Support strategic client conversations and long‑term platform adoption by effectively communicating features, integrations, and optimization opportunities.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Partner with Product leadership to shape roadmap priorities through structured client feedback.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Partner with Sales on complex pre-sales engagements (technical validation, solution feasibility, POCs).</span></li>\n</ul>\n</li>\n</ul>\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\">4+ years experience in fintech, wealth management platforms, SaaS implementations, entrepreneurial environments or consulting. </span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Proven ability to lead complex delivery engagements with senior stakeholders</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Deep understanding of investment workflows, portfolio construction, trading, and performance concepts.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Advanced data and analytics fluency.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Strong systems thinking — you understand second- and third-order effects</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Experience 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\">Aptitude for leading and mentoring delivery teams</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Track record of ownership, accountability, and delivery excellence</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Proven record of setting standards or patterns adopted by others.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Skilled at writing understandable and concise technical and client-facing documentation.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Exceptional communication skills and executive presence.</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\">Strong technical skills including Python scripting, SQL, Excel/CSV data mapping, data migration, and troubleshooting.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Exposure to large-scale data migrations or platform transformations</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Experience influencing product strategy in a SaaS environment</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 $140,000 - $180,000 per annum.</span><br></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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