Senior Wealth Technology Consultant- 2026-83
emergiTEL is hiring a Senior Wealth Technology Consultant for our client.
Position Summary
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
- Position: Senior Wealth Technology Consultant
- Duration: 7 months
- Top Skills: Deep experience with wealth applications, large project delivery, strategic thinking
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 / Statut du poste
This is an active position currently open for hiring. / Ce poste est activement ouvert au recrutement.
Use of Artificial Intelligence / Utilisation de l'intelligence artificielle
No artificial intelligence (AI) is used in the screening or selection process. All applications are reviewed by our recruitment team. / Aucune intelligence artificielle (IA) n'est utilisée dans le processus de présélection ou de sélection. Toutes les candidatures sont examinées par notre équipe de recrutement.
Equal Opportunity / Égalité des chances
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. / emergiTEL s'engage à créer un milieu de travail diversifié et inclusif. Nous accueillons les candidatures de toutes les personnes qualifiées, quel que soit leur parcours. Les décisions d'embauche sont basées uniquement sur les compétences, l'expérience et les qualifications pertinentes pour le poste.