Senior Wealth Tech Strategy & Modernization Lead

emergiTEL Inc.

Calgary

On-site

CAD 120,000 - 180,000

Part time

2 days ago

Be an early applicant

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

emergiTEL Inc. is seeking a Senior Wealth Technology Consultant to join our client’s Wealth Technology team.

You will evaluate the technical landscape, provide hands-on support for in-flight wealth initiatives, and design a scalable roadmap to modernize the platform for future growth. You will bridge wealth-management requirements with enterprise architecture, lead cross-functional delivery on large-scale projects, and ensure integration across trading, portfolio management, and compliance

Qualifications

8+ years of technical experience directly supporting the wealth management arm of a bank, brokerage, or financial institution.
Broad understanding of wealth management processes, including clearing and settlement, fee management, portfolio rebalancing, client onboarding, and financial planning tools.
Strong background in enterprise application integration, database architecture (SQL/NoSQL), API integration patterns (REST/SOAP/GraphQL), and modern cloud infrastructure (AWS, Azure, or GCP).

Responsibilities

Landscape Assessment & Modernization: Assess the current application suite, identifying technical debt, integration bottlenecks, and opportunities for optimization.
Roadmap & Strategy: Develop and execute a phased roadmap that supports long-term business growth and operational resiliency.
Project Delivery & Support: Provide technical leadership and Tier-3 application support for active, critical wealth initiatives across front-, middle-, and back-office platforms.
Vendor & Tool Integration: Manage technical integrations, data flows, and API orchestration between core platforms, including trading, portfolio management, clearing, compliance, and wealth planning systems.
Cross-Functional Collaboration: Partner closely with business analysts, developers, enterprise architects, and business leaders to align technical solutions with organizational goals.