Hybrid Financial Engineer – Wealth Management

Posted last week

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About the role

  • Master and demonstrate deep knowledge of the d1g1t product suite.
  • Act as a subject matter expert and trusted advisor, guiding customers through successful implementation and providing best practice recommendations.
  • Independently resolve complex technical issues during data migration and integration.
  • Lead implementation calls and tailored training sessions aligned with client workflows and objectives.
  • Maintain strategic implementation roadmaps, ensuring timely achievement of milestones.
  • Proactively identify and mitigate project risks, roadblocks, and delays.
  • Translate client workflows and business requirements into clear technical specifications and actionable use cases.
  • Drive product adoption by effectively communicating features, integrations, and optimization opportunities.
  • Collaborate cross-functionally to launch, position, and scale new client integrations.
  • Develop and maintain comprehensive project documentation and training resources.
  • Test and validate to ensure the d1g1t platform is working as intended and obtain client acceptance through numerical validation of results and testing of workflows.
  • Assist sales team during pre-sales by performing product demonstrations, answering technical queries, and supporting proof-of-concept engagements.

Requirements

  • Post secondary degree in math, quantitative finance, computer science, engineering.
  • Minimum two years in related onboarding or implementation roles, ideally within SaaS environments coupled with Strong technical skills including Python scripting, Excel/CSV data mapping, data migration, and troubleshooting.
  • Proven ability to learn complex technologies rapidly, including APIs, database systems, and scripting.
  • Exceptional communication and logical problem-solving skills.
  • Demonstrated project management capabilities, adept at managing multiple concurrent client projects.
  • Skilled at writing understandable and concise technical documentation.
  • Comfortable working independently and collaboratively in a hybrid/remote work environment.

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

Financial Engineer – Wealth Management

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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