Senior Wealth Technology Consultant

Job Description

Senior Wealth Technology Consultant:
On behalf of our client, Procom is searching for a Senior Wealth Technology Consultant for a 6-month role. This position is a remote position, working Mountain Time business hours from anywhere in Canada.

Senior Wealth Technology Consultant - Job Description:
We are seeking an experienced Senior Wealth Technology Consultant to join our Wealth technology team. This position will be part of several large projects, including introducing a new portfolio management system and a new fund management system into our Wealth ecosystem. The role involves evaluating our technical landscape and designing a scalable roadmap to modernize our platform for future growth.

Senior Wealth Technology Consultant - Responsibilities:
• Help assess the current application suite, identifying technical debt, integration bottlenecks, and opportunities for optimization.
• Develop and execute a phased roadmap that supports long-term business growth and operational resiliency.
• Provide technical leadership and tier-3 application support for active, critical wealth initiatives across front-, middle-, and back-office platforms.
• Manage technical integrations, data flows, and API orchestration between core platforms.
• Partner closely with business analysts, developers, enterprise architects, and business leaders to align technical solutions with organizational goals.

Senior Wealth Technology Consultant - Mandatory Skills:
• 8+ years of technical experience supporting the wealth management arm of a financial institution.
• Broad understanding of wealth domain mechanics, including clearing and settlement, fee management, and portfolio rebalancing.
• Strong background in enterprise application integration and database architecture (SQL/NoSQL).
• Proficiency in API integration patterns (REST/SOAP/GraphQL).
• Experience with modern cloud infrastructure (AWS, Azure, or GCP).
• Hands-on proficiency with wealth applications like Dataphile, PureWealth, iBalance, d1g1t, Charles River, Conquest, Execlear, Varicent, Fidessa, Fundserv, etc.
• Excellent communication skills.

Senior Wealth Technology Consultant – Nice-to-Have Skills:
• Experience with Conquest, Execlear, Varicent, Fidessa, Fundserv.
• Strategic thinking capabilities.
• Problem-solving skills.
• Teamwork-oriented mindset.
• Accessible approach to collaboration.

Senior Wealth Technology Consultant – Assignment Length:
This is a 6-month contract position with a possibility for extension.

Senior Wealth Technology Consultant - Start Date:
ASAP.

Senior Wealth Technology Consultant - Assignment Location:
Remote, anywhere in Canada working Mountain Time business hours. Team meetings may require occasional onsite presence in Calgary, Alberta.