Solutions Engineer

About d1g1t

d1g1t is a prominent North American fintech enterprise established in 2016, currently supporting a growing team of over 90 professionals. The company has developed a wealth management platform that serves more than 90 advisory firms across Canada and the U.S. Their mission is to empower financial advisors by delivering advanced analytics and comprehensive information readily available to enhance client engagements and elevate the advisor-client experience. Maintaining human interaction at the core, d1g1t places significant emphasis on innovation and excellence.

Originally incubated at Toronto's esteemed Fields Institute, d1g1t is guided by an adept leadership team with extensive backgrounds in portfolio and risk management systems for leading banks, institutional asset managers, hedge funds, regulatory bodies, and wealth management firms worldwide. Supported by top-tier fintech investors throughout Canada, the US, and the UK, d1g1t has assembled an industry-leading team specializing in Financial Engineering and Client Servicing to build their platform.

Position Overview

We are seeking a Solutions Engineer to join the Pre-Sales team within our Sales department. This role involves supporting the pre-sales process by effectively communicating the value of our wealth management solution to prospective clients. Ideal candidates are collaborative team players with strong communication skills who confidently present their viewpoints in a professional manner.

Responsibilities

• Assist in the pre-sales cycle by delivering compelling product demonstrations to potential clients and refining the messaging and storylines used to position the product.
• Design and enhance the demo environment to tailor product presentations to specific target audiences and highlight new functionalities.
• Gather client and prospect input during pre-sales to inform product management about desired features and improvements.
• Develop marketing materials such as white papers, user manuals, and collateral reflecting d1g1t methodologies and capabilities.
• Create and maintain presentations on complex or novel topics and update these resources as the software evolves.
• Coordinate contributors and lead the completion of RFP and RFI documents for qualified prospects.
• Serve as the knowledge conduit between Sales and Financial Engineering teams to address detailed prospect inquiries and manage resource allocation for sales support.

Qualifications

• Exceptional presentation skills capable of persuasively conveying value propositions.
• Highly self-directed with the ability to manage projects independently.
• Professional demeanor with strong time management and the ability to establish rapport with prospective clients.
• Leadership experience with a focus on team management, employee engagement, and career development.
• Minimum 5 years of relevant experience or expertise in risk management, wealth management, or portfolio management, including specialization areas such as performance attribution, portfolio optimization, trading, portfolio construction, stress testing, or data science.
• Experience in Solutions Engineering or familiarity with d1g1t’s or comparable wealth technology platforms is advantageous.
• Programming skills in languages such as R, Python, Julia, VBA, or related languages for data analysis, scripting, or prototyping are a plus.
• Bachelor’s degree in a relevant field is mandatory; advanced qualifications such as a Master's degree in a quantitative discipline or professional credentials like CFA, CFP, CAIA, or FRM are assets.
• A problem-solving mindset with the ability to adapt quickly, ask insightful questions, challenge norms, and serve as a trusted advisor to potential clients.

Core Values Alignment

• Be Human: Emphasize teamwork and foster supportive relationships with colleagues and clients.
• Be Impactful: Aim to make meaningful contributions that positively affect people and society, embracing a growth-oriented attitude.
• Be Courageous: Willingness to take calculated risks and embrace challenges.
• Be Innovative: Leverage scientific methods, engineering, and creativity to solve user-centered problems and welcome new ideas.
• Be Accountable: Take ownership and responsibility for actions and decisions.
• Be Transparent: Promote trust through clear, honest, and direct communication.

Employee Benefits

• Opportunity to join a rapidly expanding fintech startup and learn from experienced executives.
• A collaborative and innovative culture with internal mobility where individual contributions are highly valued.
• Competitive salary package with bonuses and comprehensive healthcare coverage.
• Access to Employee and Family Assistance Programs.
• Fitness and wellness credits to support health goals.
• Continuing education allowance for professional development.
• Flexible working hours complemented by a purpose-driven hybrid workplace policy.
• Choice of Mac or Windows platforms to suit personal preferences.