About the role In this role, you’ll be responsible for supporting the successful implementation and delivery of PureFacts’ Broker-dealer compensation technology solutions, working directly with global clients to understand their compensation programs, business processes, and operational requirements. You’ll combine expertise in Broker-Dealer Compensation, Total Rewards, business analysis, data, and SaaS solution consulting and implementation to translate complex business requirements into practical, scalable technology solutions.

You’ll work closely with client stakeholders, including Compensation, Finance, Operations, and Technology teams, while partnering internally with Product, Engineering, Project Management, and Qualified Services colleagues.

You’ll also play an important role in advancing our AI-first approach, identifying opportunities to leverage AI, automation, and intelligent workflows to streamline implementation activities, improve data quality, and enhance the overall client experience.

This is an ideal opportunity for someone who enjoys solving complex business problems, working with data and technology, and helping financial services organizations modernize their Broker-dealer compensation processes.

What you’ll do Compensation Consulting & Advisory

Develop a strong understanding of clients’ Broker-Dealer Compensation and Total Rewards programs, including commission structures, incentive plans, bonus programs, compensation calculations, and related business rules.

Partner with client stakeholders to understand compensation policies, processes, business objectives, and operational challenges.

Translate complex compensation structures into practical,



scalable solutions using PureFacts’ compensation products.

Provide recommendations that balance client needs, standard product capabilities, implementation effort, business value, and delivery risk.

Identify opportunities to simplify compensation processes, improve accuracy, and reduce manual administrative work.

Act as a trusted advisor to clients throughout the implementation lifecycle.

Business Analysis & Solution Design

Lead training and requirements gathering workshops, discovery sessions, and solution design discussions with clients.

Analyze existing compensation processes, workflows, business rules, and data structures.

Document functional requirements, process maps, user stories, acceptance criteria, and solution specifications.

Translate business requirements into clear, actionable deliverables for technical and product teams.

Identify gaps between client requirements and standard product functionality, recommending appropriate solutions, change manage/mentor alternatives.

Maintain traceability of requirements, design decisions, approvals, and changes throughout implementation.

Support solution demonstrations, design reviews, and stakeholder signoffs.

Solution Configuration, Data & Testing

Configure and support the implementation of PureFacts’ compensation solutions based on approved business requirements.





Work with client and internal technical teams to support data mapping, transformation, validation, and integration activities.

Analyze compensation data to identify discrepancies, exceptions, and potential configuration issues.

Develop and support the execution of test scenarios to validate compensation calculations, business rules, workflows, and system functionality.

Support system integration testing (SIT), user acceptance testing (UAT), and defect resolution.

Investigate and troubleshoot functional issues, working collaboratively with Engineering and Product teams.

Ensure solutions are accurately documented, tested, and ready for deployment.

Support production readiness, knowledge transfer, and post-implementation handoff.

AI, Automation & Continuous Improvement

Leverage approved AI tools to improve the efficiency and quality of business analysis, requirements documentation, process mapping, testing, and solution delivery.

Identify opportunities to automate repetitive implementation activities, including reconciliation, test preparation, and documentation.

Use AI-assisted analysis to identify potential compensation calculation errors, with appropriate human validation.

Support the adoption of AI-enabled tools and workflows within Professional Services.

Partner with Product and Technology teams to identify opportunities for AI-driven enhancements to compensation solutions and client experiences.

Apply appropriate data privacy, security, and governance practices when working with AI tools and sensitive client compensation information.

Share AI use cases, lessons learned, and best practices that improve delivery quality, co

📌 Professional Services Consultant (Toronto)
🏢 PureFacts Financial Solutions
📍 Toronto