Senior Consultant improving operations and regulatory frameworks for clients in various sectors like energy and health. Leading impactful projects with expert analysis and team collaboration.
About the role
- Client Solution Consultant responsible for implementing client solutions on d1g1t's wealth management platform. Focused on guiding customers in transitioning to modern management with a deep understanding of financial technologies.
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.
Requirements
- 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, 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 both 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
Benefits
- 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
- Continuing Education Allowance
- 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).
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
Transformation Consultant supporting client service and analytical support for Enterprise Transformation project teams at Highmark Health. Responsible for analyzing and presenting critical information to clients and teams.
Technical Consultant for Spark Archives actively managing electronic archiving projects and ensuring regulatory compliance. Collaborating closely with clients to deliver solutions tailored to their needs in a hybrid environment.
Consultant Cybersécurité advising on security for complex information systems. Engaging with clients on security implementations and conducting cybersecurity audits.
Channel Expertise Consultant managing media campaigns for a client portfolio at Havas Media Group in Madrid. Ensuring client satisfaction and smooth campaign delivery while reaching target objectives.
Compensation Consultant at PIMCO overseeing compensation strategy and programs across multiple business lines. Collaborating with cross - functional teams to ensure compliance and competitiveness in compensation practices.
Consultant(e) en stratégie pour le cabinet de conseil CMI, axé sur le private equity et corporate. Collaborant avec des dirigeants pour développer des solutions pertinentes.
Travel Consultant providing seamless travel management services to federal clients. Responsible for outstanding customer service before, during, and after their business trips.
Loan Review Consultant at Crowe, a public accounting and consulting firm supporting audit and tax services. Upholding company values and delivering innovative solutions.
Technical Consultant providing high - level support and training for Tekla Structures software. Collaborating with clients and internal teams to enhance user experience and product localization.