Job Description

Technical Delivery Lead -- Wealth Management

Location:

Toronto (Hybrid) |

Practice Area:

Technology & Engineering |

Type:

Permanent

Bridge strategy and execution in Wealth--deliver platforms that advisors, investors, and operations can trust.

The Role

We're seeking a Technical Delivery Lead with

Wealth domain

expertise--spanning

product manufacturing

,

investment operations/back office

,

distribution

, and

front-office/advisor platforms

. You'll 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 You'll 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 capture affirmation settlement, 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 We're 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.