D1G1T

Client Solution Lead - Financial Engineering

D1G1T
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7 months ago
Remote, Canada or Toronto, CanadaStaff+

Base Salary

$140k - $180k/yr

Responsibilities

  • Master and demonstrate deep knowledge of the d1g1t product suite.
  • Lead architecture and delivery for large, multi-custodian implementations from discovery through production and stabilization.
  • Own solution design and tradeoffs across modeling, workflows, and platform configuration.
  • Set delivery strategy, milestones, and success criteria for large client engagements.
  • Serve as the primary escalation point for complex client, modeling, and workflow challenges.
  • Drive team growth by mentoring and guiding delivery team members on execution and problem-solving.
  • Establish implementation standards, patterns, and best practices.
  • Support strategic client conversations and long-term platform adoption by explaining features, integrations, and optimization opportunities.
  • Partner with Product leadership to shape roadmap priorities through structured client feedback.
  • Partner with Sales on complex pre-sales engagements, including technical validation, solution feasibility, and proofs of concept.

Requirements

  • At least 4 years of experience in fintech, wealth management platforms, SaaS implementations, entrepreneurial environments, or consulting.
  • Proven ability to lead complex delivery engagements with senior stakeholders.
  • Deep understanding of investment workflows, portfolio construction, trading, and performance concepts.
  • Advanced data and analytics fluency with strong systems thinking.
  • Experience with project management methodologies and tools such as Jira, Asana, or Notion.
  • Aptitude for leading and mentoring delivery teams, setting standards, and driving delivery excellence.
  • Ability to write clear, concise technical and client-facing documentation and communicate complex technical concepts effectively.
  • Strong technical skills including Python scripting, SQL, Excel/CSV data mapping, data migration, and troubleshooting.
  • Exposure to large-scale data migrations or platform transformations and experience influencing product strategy in a SaaS environment are preferred.
  • Experience working with US-based RIAs is preferred; French language skills are an asset.
  • Post-secondary education in mathematics, quantitative finance, computer science, or engineering is preferred.

Benefits

  • 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, with the Financial Engineering Team in the office Mondays and Thursdays.
  • Ability to work abroad for up to two months per year, subject to conditions.
  • Accommodation is available throughout the recruitment and selection process under applicable provincial human rights codes.

Tech Stack

Categories

Solutions Engineering
D1G1T

About D1G1T

51-200 employees

d1g1t builds an enterprise wealth management platform for financial advisors, RIAs, multi-family offices, broker-dealers, and custodians, combining portfolio management, risk analytics, and client reporting in a single system. Firms use it to model portfolios, monitor risk, and run integrated workflows across the advisory lifecycle. Founded in 2017 and headquartered in Toronto, it is privately held.

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