Senior Wealth Technology Consultant

emergiTEL; Calgary; On-site; CAD 165,000 - 193,000; Full time

Job summary

emergiTEL 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 complex wealth-management business requirements and enterprise technical architecture. This role emphasizes technical leadership across front-, middle-, and back-office platforms, mastery of data

Qualifications

• Broad understanding of wealth management processes, including clearing and settlement, fee management, portfolio rebalancing, client onboarding, and financial planning tools.
• 8+ years of technical experience directly supporting the wealth management arm of a bank, brokerage, or financial institution.
• Strong background in enterprise application integration, database architecture (SQL/NoSQL), API integration patterns (REST/SOAP/GraphQL), and modern cloud infrastructure (AWS, Azure, or GCP).
• Hands-on proficiency or deep technical familiarity with a combination of the following wealth applications is highly desirable: Dataphile, PureWealth, iBalance, d1g1t, Charles River, Conquest, Execlear, Varicent, Fidessa, Fundserv, and similar platforms.

Responsibilities

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

Skills

Wealth applications

Large project delivery

Strategic thinking

Job description

emergiTEL is hiring a Senior Wealth Technology Consultant(Solution Architect) for our client.

Position Summary

We are seeking an experienced Senior Wealth Technology Consultant to join our client’s Wealth Technology team. In this role, you will evaluate the technical landscape, provide hands‑on support for key in-flight wealth initiatives, and design a scalable roadmap to modernize the platform for future growth. You will bridge complex wealth‑management business requirements and enterprise technical architecture.

• Hourly Rate: $120-$140/hr
• Duration: 7 months
• Top Skills: Deep experience with wealth applications, large project delivery, strategic thinking

Project Description

This position will be part of several large-scale projects, including the introduction of a new portfolio management system and a new fund management system into our client’s wealth technology ecosystem.

Key Responsibilities

Landscape Assessment & Modernization:

Assess the current application suite, identifying technical debt, integration bottlenecks, and opportunities for optimization.

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.

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.

Qualifications & Core Competencies

• Domain Knowledge: Broad understanding of wealth management processes, including clearing and settlement, fee management, portfolio rebalancing, client onboarding, and financial planning tools.
• Industry Expertise: 8+ years of technical experience directly supporting the wealth management arm of a bank, brokerage, or financial institution.
• Technical Skills: Strong background in enterprise application integration, database architecture (SQL/NoSQL), API integration patterns (REST/SOAP/GraphQL), and modern cloud infrastructure (AWS, Azure, or GCP).
• Industry Platform Experience: Hands‑on proficiency or deep technical familiarity with a combination of the following wealth applications is highly desirable: Dataphile, PureWealth, iBalance, d1g1t, Charles River, Conquest, Execlear, Varicent, Fidessa, Fundserv, and similar platforms.

This is an active position currently open for hiring. / Ce poste est activement ouvert au recrutement.