At a Glance
- Tasks: Evaluate and modernize wealth technology platforms while leading critical projects.
- Company: Join emergiTEL, a leader in tech consulting with a focus on wealth management.
- Benefits: Competitive pay, inclusive culture, and opportunities for professional growth.
- Other info: Diverse workplace committed to inclusivity and equal opportunity.
- Why this job: Make a real impact in the financial sector by driving innovative technology solutions.
- Qualifications: 8+ years in wealth management tech with strong integration and strategic skills.
The predicted salary is between 123300 - 150700 $ per year.
emergiTEL is hiring a Senior Wealth Technology Consultant for our client.
We are seeking an experienced Senior Wealth Technology Consultant to join our client’s Wealth Technology team. In this role, you will evaluate the technical landscape, provide hands-on support for key in-flight wealth initiatives, and design a scalable roadmap to modernize the platform for future growth. You will bridge complex wealth-management business requirements and enterprise technical architecture.
Role Details
- Duration: 7 months
- Top Skills: Deep experience with wealth applications, large project delivery, strategic thinking
Project Description
This position will be part of several large-scale projects, including the introduction of a new portfolio management system and a new fund management system into our client’s wealth technology ecosystem.
Key Responsibilities
- Landscape Assessment & Modernization: Assess the current application suite, identifying technical debt, integration bottlenecks, and opportunities for optimization.
- Roadmap & Strategy: 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, including trading, portfolio management, clearing, compliance, and wealth planning systems.
- Cross-Functional Collaboration: Partner closely with business analysts, developers, enterprise architects, and business leaders to align technical solutions with organizational goals.
Qualifications & Core Competencies
- Industry Expertise: 8+ years of technical experience directly supporting the wealth management arm of a bank, brokerage, or financial institution.
- Domain Knowledge: Broad understanding of wealth management processes, including clearing and settlement, fee management, portfolio rebalancing, client onboarding, and financial planning tools.
- Technical Skills: Strong background in enterprise application integration, database architecture (SQL/NoSQL), API integration patterns (REST/SOAP/GraphQL), and modern cloud infrastructure (AWS, Azure, or GCP).
- Industry Platform Experience: Hands-on proficiency or deep technical familiarity with a combination of the following wealth applications is highly desirable: Dataphile, PureWealth, iBalance, d1g1t, Charles River, Conquest, Execlear, Varicent, Fidessa, Fundserv, and similar platforms.
Vacancy Status
This is an active position currently open for hiring.
Use of Artificial Intelligence
No artificial intelligence (AI) is used in the screening or selection process. All applications are reviewed by our recruitment team.
Equal Opportunity
emergiTEL is committed to creating a diverse and inclusive workplace. We welcome applications from all qualified individuals regardless of background. Hiring decisions are based solely on skills, experience, and qualifications relevant to the role.
Senior Wealth Technology Consultant in Calgary employer: emergiTEL Inc.
emergiTEL Inc. is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the vibrant public sector of Edmonton. Employees benefit from comprehensive growth opportunities, mentorship programs, and a commitment to professional development, all while contributing to meaningful projects that impact the community. With a focus on cutting-edge technology and a supportive team environment, emergiTEL Inc. stands out as a rewarding place to advance your career as a Senior Digital Architect.
