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.

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

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).