Solutions Engineer

d1g1t; Toronto; Hybrid; CAD 90,000 - 135,000; Full time

Benefits offered by this job

Healthcare benefits

Hybrid policy

Education allowance

Wellness credit

Family assistance

Flexible hours

Tech choice

Job summary

d1g1t in Toronto is seeking a Solutions Engineer for our Pre-Sales team. You will present our wealth management platform to prospects and clients, shape demonstrations, and collaborate with Sales and FE to ensure successful engagements.

The role requires 5+ years in risk, wealth, or portfolio management, plus programming in R, Python, Julia, or VBA. A bachelor’s degree is required; advanced credentials (CFA/ CFP/ CAIA/ FRM) are assets.

Qualifications

• Strong presentation skills and ability to articulate a value proposition persuasively.
• Self-motivated and able to direct own project work with minimal supervision.
• Professional demeanor, good time management and ability to build rapport with prospects.
• Experience in leading teams and managing people with focus on employee engagement and career paths.
• 5+ years’ work experience in risk, wealth or portfolio management; related expertise welcomed.

Responsibilities

• Pre-Sales: support pre-sales process with product demos and refine messaging.
• Demo environment: design and refine demos for different audiences.
• Requirements gathering: provide input to product management on functionality requests.
• Documentation: contribute to marketing collateral and user guides.
• Ad hoc topic development: create and update presentations for new topics.
• RFP/RFI: organize contributors and complete requests for proposals.
• Bridge between Sales and Financial Engineering for knowledge transfer.

Skills

Strong presentation skills

Self-motivated

Professional demeanor

People leadership

Problem solving

Education

Bachelor’s degree in a related field

Master’s degree and/or CFA CFP CAIA FRM asset

Tools

R

Python

Julia

VBA

Job description

Solutions Engineer

About d1g1t

d1g1t is a leading North American Fintech company founded in 2016, now with a strong team of 90+ people and growing. We have built a wealth management platform, which is now in use by over 90+ of advisory firms in Canada and the U.S. Our goal is to provide financial advisors with leading analytics and all the information they need at their fingertips, so that they can take the conversation with their clients to a different level – elevating their client experience and increasing engagement. The human interaction between an advisor and their clients is at the center of what we do.

We are intensely committed to innovation. Originally incubated at the Fields Institute in Toronto, one of the most recognized mathematical institutes in the world, d1g1t is led by an experienced team who have developed portfolio and risk systems for many of the top banks, institutional asset managers, hedge funds, regulators and wealth management firms globally. We are backed by top Fintech investors in Canada & the US/UK, and to build this platform, we have assembled the strongest Financial Engineering and Client Servicing team in the industry.

Job Summary

We are looking for a Solutions Engineer for our Pre-Sales function within our Sales group. Your role would focus on the Pre-Sales process and articulating our wealth management value proposition to prospects and clients. We want individual contributors that are team players and not afraid to express their views in a direct but professional manner.

Responsibilities

• Pre-Sales: support d1g1t’s pre-sales process by providing product demos to prospects and refining the pre-sales product messaging and “storylines”.
• Demo environment: design and refine the demo environment to support product positioning for different target audiences and to showcase newly developed product functionality.
• Requirements gathering: provide input to product management with respect to functionality requests that emerge from prospects through the pre-sales process
• Documentation: contribute to marketing collateral, white papers and user guides on d1g1t methodology and functionality.
• Ad hoc topic development: own the creation and development of presentations to lead conversations on new or complicated topics or functions. Adjust these presentations over time as new output or software is developed to update them with the latest information.
• RFP/RFI: own the organization of contributors and completion of RFP/RFI requests for qualified prospects
• Financial Engineer Liaison: provide the bridge between the Sales group and the Financial Engineering group for knowledge transfer, in-depth prospect queries and management of FE resources needed to support the Sales group

Qualifications

• Strong presentation skills and the ability to articulate a value proposition persuasively
• Self-motivated and able to direct own project work with minimal supervision
• Professional demeanor, good time management skills and ability to build rapport with prospects
• Experience in leading teams and managing people – with a strong emphasis on employee engagement, career paths, and reporting.
• 5+ years’ work experience, or demonstrable knowledge in risk, wealth or portfolio management. Specialization or experience in any relevant area such as performance attribution, portfolio optimization, trading, portfolio construction, stress testing, data science, etc.
• Solutions Engineering experience or familiarity with the d1g1t solution or similar wealth technology solutions.
• Programming experience in any language such as: R, Python, Julia, VBA or similar language for data analysis, scripting and prototyping a plus.
• Bachelor’s degree in a related field, required. Master’s in a quantitative field and/or professional designation: CFA, CFP, CAIA, FRM or other is an asset.
• Interest in solving complex problems, someone who can move fast, ask great questions, challenge the status quo and become a trusted resource for our prospective clients

But it is not enough to just have the technical requirements...we are looking for individual contributors that align to d1g1t Inc's Core Values:

• Be Human-We collaborate to achieve positive & supportive relationships with ourcolleagues and clients, so being a team player is important!
• Be Impactful-We make a difference. We strive to have a positive impact on our colleagues,clients, and society, so having a startup/growth mindset is beneficial!
• Be Courageous-We dare: we take calculated risks and manage them (risk is a core componentofour culture), if solving challenges motivates you, you are in the right place!
• Be Innovative-We believe science, engineering, and creativity are fundamental for creatingsolutions that address real user needs, fresh ideas are welcome!
• Be Accountable-We accept responsibility for our actions, behaviours, and decisions, so taking ownership for our individual roles is vital!
• Be Transparent- We inspire trust through open, honest, and clear communication, so you will be successful if you are not afraid of expressing your views in a direct but professional manner!

Perks of working at d1g1t

• Opportunity to join a fast-growing Fintech startup and learn from an executive team who has done it before.
• Work in a culture of collaboration, innovation and internal mobility where your voice is valued and given importance
• Competitive compensation with bonus and comprehensive healthcare benefits
• Employee and Family Assistance Program
• Fitness and Wellness Credit
• Continuing Education Allowance
• Flexible hours and purpose driven hybrid policy
• Mac or Windows: choose what suits you