Client Solution Lead - Financial Engineering

Portage Ventures GP Inc.; Toronto; On-site; CAD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive compensation package

Comprehensive healthcare benefits

Flexible hours and hybrid work policy

Continuing Education Allowance

Employee and Family Assistance Program

Fitness and Wellness Credit

Ability to work abroad for 2 months per year

Job summary

Portage Ventures GP Inc. is seeking a Client Solution Architect for its Wealth Management division in Toronto. The ideal candidate will manage complex client implementations, providing strategic guidance and ensuring successful project delivery. With over 4 years of experience in fintech or wealth management, candidates should have strong analytical, communication, and leadership skills. This role offers a competitive salary between $120,000 - $160,000, benefits, and a hybrid work environment with flexible hours.

Qualifications

• 4+ years experience in fintech, wealth management, or consulting.
• Proven ability to lead complex delivery engagements with senior stakeholders.
• Deep understanding of investment workflows and performance concepts.
• Skilled at writing clear technical documentation.

Responsibilities

• Lead architecture and delivery for large, multi‑custodian implementations.
• Mentor and guide the team on execution and problem-solving.
• Support strategic client conversations and platform adoption.

Skills

Fintech experience

Project management

Data analytics

SaaS implementations

Communication

Systems thinking

Leadership

Education

Post Secondary Degree in related field

Tools

Jira

Asana

Notion

Job description

Client Solution Architect - 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. 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

• 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 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.

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).
• The salary range for this role is $120,000 - $160,000 per annum.

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!!