Technical Delivery Lead — Wealth Management

Capco

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profile Job Location:

Toronto - Canada

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

Technical Delivery Lead Wealth Management

Location: Toronto (Hybrid) Practice Area: Technology & Engineering Type: Permanent

Bridge strategy and execution in Wealthdeliver platforms that advisors investors and operations can trust.

The Role

Were seeking a Technical Delivery Lead with Wealth domain expertisespanning product manufacturing investment operations/back office distribution and front-office/advisor platforms. Youll connect business strategy to complex tech landscapes (SDLC Digital Engineering Cloud DevOps/SRE Data/AI) shaping solutions that reduce cost lift performance and accelerate growth for Tier-1 financial institutions.

What Youll Do

  • Understand and Provide Tech support to end-to-end tech delivery across Wealth value chain
    • Manufacturing: Fund/managed programs setup (models/UMA/SMA) rebalancing performance/attribution benchmarks & pricing security master/MDM.
    • Back Office: Trade captureaffirmationsettlement corporate actions reconciliations (IBOR/ABOR) fee billing books & records data quality/SOX controls.
    • Distribution: Advisor wholesaler portals CRM (e.g. Salesforce FSC) integration channel dashboards marketing/compliance workflows product shelf & KYP.
    • Front Office: Advisor desktop portfolio construction & proposal risk profiling/suitability (Reg BI/Client Focused Reforms) digital onboarding/KYC/AML OMS.
  • Shape the target solution architecture across wealth domain areas: Domain-driven design microservices & eventing (e.g. Kafka) API-led integration with custodians/clearers/TAs/market data (e.g. Pershing/Schwab/Fidelity; Bloomberg/Refinitiv; Broadridge/SS&C/SimCorp/Aladdin).
  • Translate strategy to execution: Roadmaps OKRs budgets vendor governance; lead cross-functional squads and manage risk/compliance throughout.
  • Elevate teams: Mentor engineers/SMEs; establish playbooks engineering standards and measurable quality/performance gates.

What Were Looking For

  • Proven consulting/delivery leadership in Wealth Management across two or more domains (manufacturing back office distribution front office).
  • Strong technical fluency: SDLC Digital Engineering Platform Modernization Cloud (AWS/Azure) DevOps/SRE data modernization (lakehouse MDM/security master) APIs & event streaming.
  • Hands-on experience integrating with custodians/clearing market data and portfolio/ops platforms (e.g. Charles River /Eagle/SS&C/SimCorp/Broadridge).
  • Executive-level stakeholder engagement (COO/CIO/Head of Wealth) and clear articulation of value (STP latency auth-rate cost-to-serve).
  • Regulatory awareness: KYC/AML FATCA/CRS Reg BI/Client Focused Reforms PIPEDA/OSFI.

Bonus Points

  • Cloud certs (AWS/Azure) API/streaming at scale data quality & lineage tooling.
  • Experience with Salesforce FSC Appian/PEGA or analytics/GenAI assistants for advisors/ops.
  • CFA/CIPM awareness (performance/attribution) or equivalent domain depth.

Why Join Capco

  • Comprehensive Benefits Coverage 100% company-paid health life and disability insurance effective from Day 1 of employment
  • Retirement Savings Program Registered Retirement Savings Plan (RRSP) with the option of receiving a matching employer contribution
  • Virtual Health Care Company-paid program available to all employees and their dependents/partners
  • Employee & Family Assistance Program (EFAP) Company-paid support services for employees and their dependents/partners
  • Parental Leave Top-Up Enhanced parental leave benefits available from Day 1 of employment
  • New Parent Gift A company-sponsored gift to celebrate the arrival of a new child
  • Wellness Support Fitness reimbursement benefit to promote health and well-being
  • Business Coach from Day 1: Personalized one-on-one coaching to support career growth accelerate development and help achieve your professional goals at Capco.

Technical Delivery Lead Wealth Management Location: Toronto (Hybrid) Practice Area: Technology & Engineering Type: PermanentBridge strategy and execution in Wealthdeliver platforms that advisors investors and operations can trust.The RoleWere seeking a Technical Delivery Lead with Wealth domain e...
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Key Skills

  • Business Development
  • Estate Law
  • Sales Experience
  • Trusts
  • Wealth Management
  • Financial Services
  • Organizational skills
  • Investment Experience
  • Banking
  • Securities Law
  • Financial Planning
  • Wills

About Company

Capco is a global management and technology consultancy dedicated to the financial services and energy industries.

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