Client Solution Consultant - Wealth Management

Client Solution Consultant - Wealth Management

Job Summary

We are seeking a highly skilled, high-achieving individual to join our team. In this role, you’ll be responsible for delivering and configuring end-to-end client solutions on the d1g1t platform. The role sits within the Financial Engineering organization at the intersection of client operations, data, financial modeling, portfolio management workflows, and platform configuration. It focuses on guiding and helping our clients navigate transition from legacy systems onto a modern and robust wealth management platform and workflows that will scale with their growth.

This is a hands‑on role for someone who enjoys solving complex and evolving problems, moving quickly, and taking responsibility for outcomes. It is highly client‑facing and partners closely with Product, Engineering, Client Services and Infrastructure teams. The role is ideal for a strong communicator and executor—someone who can plug ...