Client Solution Consultant - Wealth Management

We are seeking a highly skilled, high-achieving individual to join our team as a Client Solution Consultant - Wealth Management. In this role, you'll be responsible for delivering and configuring end-to-end client solutions on the d1g1t platform, guiding clients through successful implementations, and partnering with Product, Engineering, Client Services, and Infrastructure teams.

Requirements

• Master and demonstrate deep knowledge of the d1g1t product suite.
• Serve as primary client-facing consultant, acting as a trusted advisor and owning client implementations from discovery through production and stabilization.
• Guide customers through successful implementations across data integration, portfolio management, trading, and reporting projects as a d1g1t subject matter expert.
• Translate client workflows and requirements into platform solutions and data models.
• Perform data validation, reconciliation, and performance analysis to ensure accuracy and data integrity.
• Implement portfolio management, trading, and reporting workflows aligned with client needs.
• Lead implementation calls and tailored training sessions aligned with client workflows and objectives.
• Maintain implementation plans and milestones aligned with the overall delivery roadmap.
• Communicate clearly with clients on progress, risks, and next steps.
• Partner with Product and Engineering teams to surface issues, edge cases, and improvement opportunities.
• Contribute to internal documentation, playbooks, and implementation standards.

Benefits

• Excellent opportunity to join a fast-growing Fintech startup
• Competitive compensation package with bonus and comprehensive healthcare benefits
• Employee and Family Assistance Program
• Fitness and Wellness Credit
• Continuing Education Allowance
• Flexible hours and hybrid-work policy
• Ability to work abroad for up to 2 months in a year (some conditions apply)