Financial Engineer - 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. 

d1g1t's leadership is being recognized across the industry. We are proud to be ranked among Canada’s Top Growing Companies by The Globe and Mail and have been selected by RBC Wealth Management to enhance their technology infrastructure. This is a unique opportunity to work with our cutting-edge, institutional-grade platform as we scale, offering a hands-on role in shaping the next generation of wealth management technology.

About the role

We are seeking a highly skilled, high-achieving Financial Engineer to join our Financial Engineering team.   In this role, you will provide subject matter expertise in quantitative analysis, financial modeling, data migration, d1g1t products, client business and the wealth management industry.  You will act as a key client liaison responsible for onboarding, integration, delivery, go-to-market and post-launch success. You will be skilled in working with clients as well as our internal product and development teams to design and deliver functionality that will enable advisors to elevate their portfolio and client management, empowering them to thrive in a changing wealth management landscape.  

What you will do

• 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.

What you will bring 

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 

Required:

• 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.

Preferred:

• Experience in wealth management or financial services industry.
• Demonstrated experience working in a multidisciplinary environment, with employees and clients from diverse academic, technical, and industrial backgrounds.
• Familiarity with project management methodologies and tools (e.g., Jira, Asana, Notion).
• Familiarity with SQL, deployment procedures and working with developers in an agile framework.
• Experience conducting both virtual and on-site client engagements, training, and support sessions.

Perks of working at d1g1t

• 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).

In our most recent Employee Experience Survey, employees rated Diversity & Inclusion at d1g1t Inc. as one of our strengths!  d1g1t Inc. celebrates diversity in its workforce structure and encourages applications from all backgrounds.

We encourage applications from all qualified candidates and will accommodate applicants’ needs under the respective provincial human rights codes throughout all stages of the recruitment and selection process. Please advise the recruiter if you require accommodation; to ensure your accessibility needs are accommodated throughout this process. Information received relating to accommodation will be addressed confidentially.

We understand that looking for a new opportunity can be time-consuming. We truly appreciate your time in going through our job posting and applying for a position with us!!