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.
Own 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, modeling 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).

Requirements

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 troubleshooting.
Exposure to large-scale data migrations or platform transformations.
Experience influencing product strategy in a SaaS environment.
Experience working with US based RIAs.
French language is an asset.

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).

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Python scriptingSQLExceldata mappingdata migrationtroubleshootingproject management methodologiesSaaS implementationsinvestment workflowsportfolio construction

Soft Skills

leadershipmentoringcommunicationproblem-solvingaccountabilitydelivery excellencesystems thinkingcollaborationexecutive presenceclient engagement

Certifications

Post Secondary Degree in mathPost Secondary Degree in quantitative financePost Secondary Degree in computer sciencePost Secondary Degree in engineering