Client Solution Lead, Financial Engineering 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.
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 recent workflows. Simultaneously, you will ensure the growth of the internal team members and shape continual improvements to implementation standards and processes.
The role is highly client-facing and partners closely with Management, Product, Engineering, Client Services and Infrastructure teams. execution, anticipating risks, and driving successful outcomes and scalability across multiple workstreams.
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. 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. Serve as the primary escalation point for complex client, modelling and workflow challenges. Establish implementation standards, patterns, and best practices Support strategic client conversations and long‑term platform adoption by effectively communicating features, integrations, and optimization opportunities.
Partner with Sales on complex pre‑sales engagements (technical validation, solution feasibility, POCs).
Technical Execution: Clear and effective communicator, able to provide context and transparency, capable of articulating complex technical concepts clearly.
Emotional Intelligence: 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. ~ Experience with project management methodologies and tools (e.g., Skilled at writing understandable and concise technical and client‑facing documentation. ~ 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 French language is an asset Competitive compensation package with bonus and comprehensive healthcare benefits Employee and Family Assistance Program Flexible hours and hybrid‑work policy (The Financial Engineering Team comes to the office Mondays and Thursdays.) In our most recent Employee Experience Survey, employees rated Diversity & Inclusion at d1g1t Inc. as one of our strengths! 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.
📌 Client Solution Lead - Financial Engineering (Toronto)
🏢 d1g1t
📍 Toronto