PureFacts is the leader in the Revenue Performance Management category for wealth and asset management firms. The PureRevenue™ Platform helps organizations maximize revenue potential by connecting pricing, billing, compensation, advisor behavior, and AI-powered intelligence within a single Revenue Book of Record. By transforming fragmented revenue processes to a coordinated growth system, firms gain greater visibility, stronger pricing discipline, improved revenue capture, and more effective advisor alignment. The result is faster organic growth, improved profitability, and increased enterprise value. For more than 25 years, PureFacts has helped leading financial institutions turn revenue from an operational process into a strategic advantage.

At PureFacts, we are building an AI-native platform and company. We embed AI, intelligent automation, and agentic workflows across our products and operations to detect anomalies, surface insights, streamline repetitive work, and support faster, better decision‑making. In a highly regulated industry, we believe AI must be practical, governed, and auditable—amplifying human expertise while helping our teams and clients focus on higher‑value, strategic work.

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 Professional Services colleagues.

You’ll also play an key 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

- 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,

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