Senior Wealth Technology Consultant

Raise; Calgary; On-site; CAD 121,000 - 152,000; Full time

Job summary

Raise is hiring a Senior Wealth Technology Consultant in Calgary to join the client’s wealth technology team. You will assess the current tech landscape, support on-flight wealth initiatives, and design a scalable modernization roadmap to support future growth.

Responsibilities include landscape assessment, roadmap execution, and providing Tier-3 support across front-, middle-, and back-office platforms, with a focus on API orchestration and cloud-based infrastructure to drive efficiency.

Qualifications

• 8+ years of technical experience directly supporting wealth management
• Broad understanding of wealth domain mechanics including clearing, settlement, and financial planning tools
• Experience with enterprise application integration, databases, API patterns (REST/SOAP/GraphQL) and cloud infrastructure

Responsibilities

• Landscape assessment and modernization of the current application suite
• Develop and execute a phased roadmap for long-term growth and resiliency
• Provide technical leadership and Tier-3 support for wealth initiatives across front-, middle-, back-, and back-office platforms
• Manage integrations, data flows and API orchestration between core platforms
• Collaborate with analysts, architects, and business leaders to align solutions with goals

Skills

Wealth domain knowledge

API integration

Cloud infrastructure

Education

Bachelor's degree in CS/Software/IT/MIS/Business or Finance

Tools

Dataphile

PureWealth

iBalance

d1g1t

Charles River

Conquest

Execlear

Varicent

Fidessa

Fundserv

Job description

• Pay Rate: $ 88.24 to 110.29/hour, depending on experience
• Contract Length: 6 Months
• Location: Calgary, Alberta

Raise is currently hiring a Senior Wealth Technology Consultant on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work with an industry leader. Our Client is a market leading financial institution

Note: The primary pay rate is based on T4 classification; however, we will also consider applications from candidates interested in an INC classification, where applicable.

Description

The Senior Wealth Technology Consultant to join our clients Wealth technology team. In this role, you will evaluate our technical landscape, provide hands‑on support for key in-flight wealth initiatives, and design a scalable roadmap to modernize our platform for future growth. You will bridge complex wealth‑management business requirements and enterprise technical architecture.

Responsibilities

• Landscape Assessment & Modernization: Help assess the current application suite, identifying technical debt, integration bottlenecks, and opportunities for optimization.
• Roadmap & Strategy: Help 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 (trading, portfolio management, clearing, compliance, and wealth planning).
• Cross-Functional Collaboration: Partner closely with business analysts, developers, enterprise architects, and business leaders to align technical solutions with organizational goals.

Qualifications

• 8+ years of technical experience directly supporting the wealth management arm of a bank, brokerage, or financial institution.
• Domain Knowledge: Broad understanding of wealth domain mechanics, 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).
• Hands-on proficiency or deep technical familiarty with a combination of the following wealth applications is highly desirable: Dataphile, PureWealth, iBalance, d1g1t, Charles River, Conquest, Execlear, Varicent, Fidessa, Fundserv, etc.
• Education and Certifications
• A bachelor’s degree in Computer Science, Software Engineering, Information Technology, Management Information Systems (MIS), Commerce, or Business/Finance.
• Nice to have certifications
• AWS Certified Solutions Architect, Microsoft Certified: Azure Solutions Architect Expert, or Google Cloud Professional Cloud Architect, Data & Architecture Certifications TOGAF, Core Wealth & Portfolio Platforms: Dataphile, PureWealth, iBalance, d1g1t, Charles River, Execlear, Varicent, Fidessa, and Fundserv, Planning & Integration Tools: Conquest (financial planning) and robust API orchestration/database architecture (SQL/NoSQL, REST, SOAP, GraphQL).

Additional Information

A requirement for candidates to be considered for this role will be to complete a criminal and credit check (including Canadian Credit Risk Score) at the time of job offer

Looking for meaningful work? We can help!

Raise is an established hiring firm with over 65 years of experience. We believe strongly in making the world a better place through work, which is why we’re a certified B Corporation and donate 10% of our profits to charity.

We strive to build teams that reflect the diversity of the communities we work in. We encourage all qualified applicants to apply, including people from traditionally underrepresented groups such as women, visible minorities, Indigenous peoples, people identifying as LGBTQ2SI, veterans, and people with visible/nonvisible disabilities.

We have a dedicated webpage for accommodations where you can learn more about what we offer and request accommodation: https://raise.jobs/accommodations/

In order to submit candidates for roles, our clients will sometimes require personal information to confirm the identity of applicants and their legal status to work. Raise will never ask you for personal or banking information unless you have been selected for a job. If you are ever unsure about the legitimacy of this or any other Raise job posting (or have any other questions), please contact us at [phone] or [e-mail].