Technical Delivery Lead — Wealth Management

Capco; Toronto; Hybrid; CAD 100,000 - 130,000; Full time

Job summary

A financial services consulting firm is seeking a Technical Delivery Lead with Wealth Management expertise to oversee tech delivery across various domains. You will shape solution architectures and lead cross-functional teams. The ideal candidate has strong technical skills in SDLC, cloud technologies, and integration platforms. This role offers comprehensive benefits and opportunities for career growth.

Benefits

100% company-paid health insurance

Retirement savings program with matching contribution

Company-paid virtual health care

Employee & Family Assistance Program

Enhanced parental leave benefits

Wellness support reimbursement

Personalized business coaching

Business Coaching

Qualifications

• Proven consulting/delivery leadership in Wealth Management across multiple domains.
• Hands-on experience with market data and portfolio/ops platforms.
• Experience in regulatory frameworks: KYC/AML, FATCA/CRS.

Responsibilities

• Provide tech support through the Wealth value chain.
• Shape the target solution architecture across wealth domain areas.
• Lead cross-functional squads and manage risk/compliance.

Skills

Wealth Management expertise

Technical fluency in SDLC

Integration with custodians

Stakeholder engagement

Regulatory awareness

DevOps/SRE

APIs & event streaming

Regulatory awareness

Tools

Salesforce FSC

Cloud (AWS/Azure)

Data quality tooling

SS&C

SimCorp

Broadridge

Job description

Technical Delivery Lead — Wealth Management

Location: Toronto (Hybrid) | Practice Area: Technology & Engineering | Type: Permanent

Bridge strategy and execution in Wealth—deliver platforms that advisors, investors, and operations can trust.

The Role

We’re seeking a Technical Delivery Lead with Wealth domain expertise—spanning product manufacturing, investment operations/back office, distribution, and front-office/advisor platforms. You’ll connect business strategy to complex tech landscapes (SDLC, Digital Engineering, Cloud, DevOps/SRE, Data/AI), shaping solutions that reduce cost, lift performance, and accelerate growth for Tier-1 financial institutions.

What You’ll Do

• Understand and Provide Tech support to end-to-end tech delivery across Wealth value chain
• Manufacturing: Fund/managed programs setup (models/UMA/SMA), rebalancing, performance/attribution, benchmarks & pricing, security master/MDM.
• Distribution: Advisor + wholesaler portals, CRM (e.g., Salesforce FSC) integration, channel dashboards, marketing/compliance workflows, product shelf & KYP.
• Front Office: Advisor desktop, portfolio construction & proposal, risk profiling/suitability (Reg BI/Client Focused Reforms), digital onboarding/KYC/AML, OMS.
• Shape the target solution architecture across wealth domain areas: Domain-driven design, microservices & eventing (e.g., Kafka), API-led integration with custodians/clearers/TAs/market data (e.g., Pershing/Schwab/Fidelity; Bloomberg/Refinitiv; Broadridge/SS&C/SimCorp/Aladdin).
• Translate strategy to execution: Roadmaps, OKRs, budgets, vendor governance; lead cross-functional squads and manage risk/compliance throughout.
• Elevate teams: Mentor engineers/SMEs; establish playbooks, engineering standards, and measurable quality/performance gates.

What We’re Looking For

• Proven consulting/delivery leadership in Wealth Management across two or more domains (manufacturing, back office, distribution, front office).
• Strong technical fluency: SDLC, Digital Engineering, Platform Modernization, Cloud (AWS/Azure), DevOps/SRE, data modernization (lakehouse, MDM/security master), APIs & event streaming.
• Hands-on experience integrating with custodians/clearing, market data, and portfolio/ops platforms (e.g., Charles River /Eagle/SS&C/SimCorp/Broadridge).
• Executive-level stakeholder engagement (COO/CIO/Head of Wealth) and clear articulation of value (STP, latency, auth-rate, cost-to-serve).
• Regulatory awareness: KYC/AML, FATCA/CRS, Reg BI/Client Focused Reforms, PIPEDA/OSFI.

Bonus Points

• Cloud certs (AWS/Azure), API/streaming at scale, data quality & lineage tooling.
• Experience with Salesforce FSC, Appian/PEGA, or analytics/GenAI assistants for advisors/ops.
• CFA/CIPM awareness (performance/attribution) or equivalent domain depth.

Why Join Capco

• Comprehensive Benefits Coverage – 100% company-paid health, life, and disability insurance effective from Day 1 of employment
• Retirement Savings Program – Registered Retirement Savings Plan (RRSP) with the option of receiving a matching employer contribution
• Virtual Health Care – Company-paid program available to all employees and their dependents/partners
• Employee & Family Assistance Program (EFAP) – Company-paid support services for employees and their dependents/partners
• Parental Leave Top-Up – Enhanced parental leave benefits available from Day 1 of employment
• New Parent Gift – A company-sponsored gift to celebrate the arrival of a new child
• Wellness Support – Fitness reimbursement benefit to promote health and well-being
• Business Coach from Day 1: Personalized one-on-one coaching to support career growth, accelerate development, and help achieve your professional goals at Capco.