Client Solution Architect - Wealth Management

• Master and demonstrate deep knowledge of the d1g1t product suite.
• Ensure successful delivery of project implementations Lead architecture and delivery for large, multi‑custodian, implementations, from discovery through production and stabilization. Owns solution design and tradeoffs across modeling, workflows, and platform configuration. Set delivery strategy, milestones, and success criteria for large engagements. Serve as the primary escalation point for complex client, modelling and workflow challenges.
• Lead architecture and delivery for large, multi‑custodian, implementations, from discovery through production and stabilization.
• Owns solution design and tradeoffs across modeling, workflows, and platform configuration.
• Set delivery strategy, milestones, and success criteria for large engagements.
• Serve as the primary escalation point for complex client, modelling and workflow challenges.
• Drive the growth and scalability of the team Mentor and guide the team on execution and problem-solving approaches Establish implementation standards, patterns, and best practices
• Mentor and guide the team on execution and problem-solving approaches
• Establish implementation standards, patterns, and best practices
• Influence the growth and scalability of the firm Support strategic client conversations and long‑term platform adoption by effectively communicating features, integrations, and optimization opportunities. Partner with Product leadership to shape roadmap priorities through structured client feedback. Partner with Sales on complex pre-sales engagements (technical validation, solution feasibility, POCs).
• Support strategic client conversations and long‑term platform adoption by effectively communicating features, integrations, and optimization opportunities.
• Partner with Product leadership to shape roadmap priorities through structured client feedback.
• Partner with Sales on complex pre-sales engagements (technical validation, solution feasibility, POCs).

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.

• 4+ years experience in fintech, wealth management platforms, SaaS implementations, entrepreneurial environments or consulting.
• Proven ability to lead complex delivery engagements with senior stakeholders
• Deep understanding of investment workflows, portfolio construction, trading, and performance concepts.
• Advanced data and analytics fluency.
• Strong systems thinking — you understand second- and third-order effects
• Experience with project management methodologies and tools (e.g., Jira, Asana, Notion).
• Aptitude for leading and mentoring delivery teams
• Track record of ownership, accountability, and delivery excellence
• Proven record of setting standards or patterns adopted by others.
• Skilled at writing understandable and concise technical and client-facing documentation.
• Exceptional communication skills and executive presence.
• Comfortable working independently and collaboratively in a hybrid/remote work environment.

• Post Secondary Degree in math, quantitative finance, computer science, engineering.
• Strong technical skills including Python scripting, SQL, Excel/CSV data mapping, data migration, and troubleshooting.
• Exposure to large-scale data migrations or platform transformations
• Experience influencing product strategy in a SaaS environment
• Experience working with US based RIAs
• French language is an asset

• 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

• 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 $120,000 - $160,000 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!!