ABOUT D1G1T

d1g1t is the industry’s first enterprise wealth management platform powered by institutional-grade analytics and risk management tools that allows firms to elevate the quality of their advice and demonstrate its value to clients. Through a single integrated solution that covers the entire advisory lifecycle, d1g1t provides wealth management firms with a whole new set of capabilities they’ve never had before. Headquartered in Toronto, the company was founded and is led by an experienced financial technology team who have developed leading enterprise portfolio systems for many of the world’s banks, institutional asset managers, hedge funds and regulators.

SUMMARY

We are seeking an experienced Implementation Specialist to join our Financial Engineering team, specifically focused on Portfolio Management and Trading projects. In this role, you will serve as the primary client liaison responsible for onboarding, integration, delivery, go-to-market, and post-launch success. Your expertise in trading workflows, portfolio management, order management systems, and pre-trade compliance will be critical to ensuring successful client adoption and long-term satisfaction. As a client liaison you will develop strong partnerships, collect requirements, and work with the product and development teams to design and deliver functionality focused on data that will enable wealth advisors to elevate their portfolio and thrive in a changing wealth management landscape.

COMPETENCIES

The successful candidate will also have the following competencies:

• Technical Execution: Proactive problem solver, comfortable working through ambiguity, analytical, and detail-oriented.
• Ownership: Initiates improvements, demonstrates passion and accountability for work outcomes.
• Communication: Clear and effective communicator, able to provide context and transparency, capable of articulating complex technical concepts clearly.
• Leadership: Confident in collaborating with multiple teams, mentoring others, proactively giving and seeking feedback, driving meaningful change.
• Emotional Intelligence: Empathetic team player, exhibits self-awareness, and understands the broader impact of their actions.
• Business Acumen: Entrepreneurial mindset, actively contributes to setting goals, continuously learns and adapts to new challenges.

Qualifications Required

• 2+ years experience supporting or implementing trading, order management, or portfolio management solutions within wealth management firms or software providers, coupled with a Post Secondary Degree (math, quantitative finance, computer science, engineering - preferred).
• Exceptional communication, analytical problem-solving skills, and logical thinking.
• Strong knowledge of wealth management industry practices, including asset allocation, model management, portfolio construction, drift monitoring, and tax optimization.
• Demonstrated project management capabilities, adept at managing multiple concurrent trading projects.
• Comfortable working independently and collaboratively in a hybrid/remote work environment.

PERKS OF WORKING AT D1G1T

• Excellent opportunity to join a fast-growing Fintech startup
• Working in a culture of collaboration and innovation where your voice is valued and given importance.
• 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 (The Financial Engineering Team comes to the office Mondays and Thursdays.)
• Ability to work abroad for up to 2 months in a year (some conditions apply).
  In our most recent Employee Experience Survey, employees rated Diversity & Inclusion at d1g1t Inc. as one of our strengths! d1g1t Inc. celebrates diversity in its workforce structure and encourages applications from all backgrounds.
  We encourage applications from all qualified candidates and will accommodate applicants’ needs under the respective provincial human rights codes throughout all stages of the recruitment and selection process. Please advise the recruiter if you require accommodation; to ensure your accessibility needs are accommodated throughout this process. Information received relating to accommodation will be addressed confidentially.
  We understand that looking for a new opportunity can be time-consuming. We truly appreciate your time in going through our job posting and applying for a position with us!

• Master and demonstrate deep knowledge of the d1g1t trading, order management, and portfolio management modules of the d1g1t product suite.
• Act as a trusted advisor to investment professionals and consulting teams, providing expertise on managed account programs (SMA/UMA), mutual fund wrap programs, and related trading workflows.
• Manage customer relationships from the sales handoff through successful implementation and beyond.
• Independently resolve complex technical and business issues related to trading operations and order management.
• Lead implementation calls and training sessions tailored to client-specific trading workflows and goals.
• Maintain strategic implementation roadmaps, ensuring timely achievement of trading milestones.
• Proactively identify and mitigate project risks, roadblocks, and delays.
• Translate client workflows and business requirements into clear technical specifications and actionable use cases.
• Drive product adoption by effectively communicating features, integrations, and optimizations specific to trading.
• Collaborate cross-functionally to launch, position, and scale new client implementations.
• Develop and maintain comprehensive project documentation and training resources.
• Continuously refine and enhance implementation processes based on client feedback and internal insights.
• Assist sales teams during pre-sales by performing product demonstrations, answering technical questions, and supporting proof-of-concept engagements.