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...
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.
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