Client Solution Lead - Financial Engineering

Client Solution Lead, Financial Engineering
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. This role sits within the Financial Engineering organization and combines deep finance and/or wealth management industry expertise, architectural ownership, and strategic influence. In this role, you’ll be responsible for design and delivery of the solutions to complex d1g1t implementations, providing expert guidance to clients while they navigate transition from legacy systems onto a modern and robust wealth management platform and new workflows. Simultaneously, you will ensure the growth of the internal team members and shape continual improvements to implementation standards and processes.
The role is highly client-facing and partners closely with Management, Product, Engineering, Client Services and Infrastructure teams. This role is responsible for architecting solutions and strong
execution, anticipating risks, and driving successful outcomes and scalability across multiple workstreams.
Ideal for an individual that is looking to be the solution design authority for complex client implementations, thrives in complexity, thinks in systems, defines standards, and drives successful outcomes across multiple workstreams.
Responsibilities
Master and demonstrate deep knowledge of the d1g1t product suite.
Ensure successful delivery of project implementations
Lead architecture and delivery for large, multi‑custodian, implementations, from discovery through production and stabilization.
Owns solution design and tradeoffs across modeling, workflows, and platform configuration.
Set delivery strategy, milestones, and success criteria for large engagements.
Serve as the primary escalation point for complex client, modelling and workflow challenges.
Drive the growth and scalability of the team
Mentor and guide the team on execution and problem-solving approaches
Establish implementation standards, patterns, and best practices
Influence the growth and scalability of the firm
Support strategic client conversations and long‑term platform adoption by effectively communicating 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 (technical validation, solution feasibility, POCs).
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
4+ years 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.
Strong systems thinking — you understand second- and third-order effects
Experience with project management methodologies and tools (e.g., Jira, Asana, Notion).
Aptitude for leading and mentoring delivery teams
Track record of ownership, accountability, and delivery excellence
Proven record of setting standards or patterns adopted by others.
Skilled at writing understandable and concise technical and client-facing documentation.
Exceptional communication skills and executive presence.
Comfortable working independently and collaboratively in a hybrid/remote work environment.
Preferred:
Post Secondary Degree in math, quantitative finance, computer science, engineering.
Strong technical skills including Python scripting, SQL, Excel/CSV data mapping, data migration, and trou

Employment type
Full-Time

Work arrangement
No