Client Solution Consultant - Wealth Management

Client Solution Consultant - Wealth Management About d1g1t d1g1t is the industry’s first enterprise wealth management platform powered by institutional-grade analytics and risk management tools that allows firms to elevate the quality of their advice and demonstrate its value to clients. Through a single integrated solution that covers the entire advisory lifecycle, d1g1t provides wealth management firms with a whole new set of capabilities they’ve never had before. Headquartered in Toronto, the company was founded and is led by an experienced financial technology team who have developed leading enterprise portfolio systems for many of the world’s banks, institutional asset managers, hedge funds and regulators. Job Summary We are seeking a highly skilled, high-achieving individual to join our team . In this role, you’ll be responsible for delivering and configuring end-to-end client solutions on the d1g1t platform. This role sits within the Financial Engineering organization at the intersection of client operations, data, financial modeling, portfolio management workflows, and platform configuration. The role focuses on guiding and helping our clients navigate transition from legacy systems onto modern and robust wealth management platform and workflows that will scale with the growth of their business and operations. This is a hands-on role for someone who enjoys solving complex and evolving problems, moving quickly, and taking responsibility for outcomes. The role is highly client-facing and partners closely with Product, Engineering, Client Services and Infrastructure teams. This role is ideal for a strong communicator and executor — someone who can plug into different phases of an implementation, learn fast, and deliver with minimal hand-holding whilst being a partner to our clients. 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. Competencies The successful candidate will also have the following competencies: Technical Execution: Proactive problem solver, comfortable working through ambiguity, analytical, and detail-oriented. Ownership: Initiates improvements, demonstrates passion and accountability for work outcomes. Communication: Clear and effective communicator, able to provide context and transparency, capable of articulating complex technical concepts clearly. Leadership: Confident in collaborating with multiple teams, proactively giving and seeking feedback, driving meaningful change. Emotional Intelligence: Empathetic team player, exhibits self-awareness, and understands the broader impact of their actions. Business Acumen: Entrepreneurial mindset, actively contributes to setting goals, continuously learns and adapts to new challenges. Qualifications Minimum two years experience in fintech, wealth management platforms, SaaS implementations or entr