Client Solution Consultant - Wealth Management 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. The role sits within the Financial Engineering organization at the intersection of client operations, data, financial modeling, portfolio management workflows, and platform configuration. It focuses on guiding and helping our clients navigate transition from legacy systems onto a modern and robust wealth management platform and workflows that will scale with their growth. This is a hands‑on role for someone who enjoys solving complex and evolving problems, moving quickly, and taking responsibility for outcomes. It is highly client‑facing and partners closely with Product, Engineering, Client Services and Infrastructure teams. The 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 while partnering with 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 or 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 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. Work in a culture of collaboration and innovation where your voice is valued. 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 (team comes to the office Mondays and Thursdays). Ability to work abroad for up to 2 months in a year (subject to conditions). Salary range: $100,000 – $135,000 per annum. Equal Opportunity Statement 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. Information received relating to accommodation will be addressed confidentially. d1g1t celebrates diversity in its workforce and encourages applications from all backgrounds. #J-18808-Ljbffr