Client Solution Lead, Financial Engineering About d1g1t d1g1t is the industry's first enterprise wealth management platform powered by institutional-grade analytics and risk management tools that ...
Client Solution Lead, Financial Engineering About d1g1t d1g1t is the industry's first enterprise wealth management platform powered by institutional-grade analytics and risk management tools that ...
Salary: $140,000 - $180,000 Client Solution Lead, Financial Engineering About d1g1t d1g1t is the industrys first enterprise wealth management platform powered by institutional-grade analytics and ...
Quick apply
Salary: $140,000 - $180,000 Client Solution Lead, Financial Engineering About d1g1t d1g1t is the industrys first enterprise wealth management platform powered by institutional-grade analytics and ...
Client Solutions CoE Manager
Waterloo, ON · On-site
The Manager, Client Solutions CoE (Escalations) leads a team of Triage Analysts and Solutions Coordinators responsible for the intake, prioritization, coordination, and resolution of complex client ...
New
Client Solutions CoE Manager
Waterloo, ON · On-site
The Manager, Client Solutions CoE (Escalations) leads a team of Triage Analysts and Solutions Coordinators responsible for the intake, prioritization, coordination, and resolution of complex client ...
New
Client Solutions CoE Manager
Toronto, ON · On-site
The Manager, Client Solutions CoE (Escalations) leads a team of Triage Analysts and Solutions Coordinators responsible for the intake, prioritization, coordination, and resolution of complex client ...
New
Client Solutions CoE Manager
Toronto, ON · On-site
The Manager, Client Solutions CoE (Escalations) leads a team of Triage Analysts and Solutions Coordinators responsible for the intake, prioritization, coordination, and resolution of complex client ...
New
Level 1 Mackenzie Investments IGM Financial Inc. is a leading wealth and asset management company ... The program provides clients with a simple and convenient solution by combining immediate tax ...
New
Level 1 Mackenzie Investments IGM Financial Inc. is a leading wealth and asset management company ... The program provides clients with a simple and convenient solution by combining immediate tax ...
New
Customer Solution Manager, Infrastructure
Kitchener, ON · Hybrid
CA$130K - CA$163K/yr
As a Customer Solutions Manager (CSM), Infrastructure you will lead OPS Canada's Infrastructure ... Develop proposal responses to client enquiries, including schedules and partnering with Engineering ...
Customer Solution Manager, Infrastructure
Kitchener, ON · Hybrid
CA$130K - CA$163K/yr
As a Customer Solutions Manager (CSM), Infrastructure you will lead OPS Canada's Infrastructure ... Develop proposal responses to client enquiries, including schedules and partnering with Engineering ...
Customer Solution Manager, Infrastructure
Burlington, ON · Hybrid
CA$130K - CA$163K/yr
As a Customer Solutions Manager (CSM), Infrastructure you will lead OPS Canada's Infrastructure ... Develop proposal responses to client enquiries, including schedules and partnering with Engineering ...
Customer Solution Manager, Infrastructure
Burlington, ON · Hybrid
CA$130K - CA$163K/yr
As a Customer Solutions Manager (CSM), Infrastructure you will lead OPS Canada's Infrastructure ... Develop proposal responses to client enquiries, including schedules and partnering with Engineering ...
Customer Solution Manager, Infrastructure
Peterborough, ON · Hybrid
CA$130K - CA$163K/yr
As a Customer Solutions Manager (CSM), Infrastructure you will lead OPS Canada's Infrastructure ... Develop proposal responses to client enquiries, including schedules and partnering with Engineering ...
Customer Solution Manager, Infrastructure
Peterborough, ON · Hybrid
CA$130K - CA$163K/yr
As a Customer Solutions Manager (CSM), Infrastructure you will lead OPS Canada's Infrastructure ... Develop proposal responses to client enquiries, including schedules and partnering with Engineering ...
Reporting to the Manager, Service Centre the Supervisor, Client Solutions oversees the team's delivery of high quality service to our partner and clients and provides a main point of contact for any ...
Reporting to the Manager, Service Centre the Supervisor, Client Solutions oversees the team's delivery of high quality service to our partner and clients and provides a main point of contact for any ...
Supervisor, Client Solutions
Toronto, ON · On-site
Reporting to the Manager, Service Centre the Supervisor, Client Solutions oversees the team's delivery of high quality service to our partner and clients and provides a main point of contact for any ...
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Supervisor, Client Solutions
Toronto, ON · On-site
Reporting to the Manager, Service Centre the Supervisor, Client Solutions oversees the team's delivery of high quality service to our partner and clients and provides a main point of contact for any ...
Project Manager
Kanata, ON · On-site
CA$90K - CA$120K/yr
The Professional Services Project Manager plays a key role in supporting the evaluation, planning, and delivery of client technology solutions. Working closely with Account Executives, Sales ...
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Project Manager
Kanata, ON · On-site
CA$90K - CA$120K/yr
The Professional Services Project Manager plays a key role in supporting the evaluation, planning, and delivery of client technology solutions. Working closely with Account Executives, Sales ...
Project Manager
Kanata, ON · On-site
The Professional Services Project Manager plays a key role in supporting the evaluation, planning, and delivery of client technology solutions. Working closely with Account Executives, Sales ...
Quick apply
Project Manager
Kanata, ON · On-site
The Professional Services Project Manager plays a key role in supporting the evaluation, planning, and delivery of client technology solutions. Working closely with Account Executives, Sales ...
The Professional Services Project Manager plays a key role in supporting the evaluation, planning, and delivery of client technology solutions. Working closely with Account Executives, Sales ...
The Professional Services Project Manager plays a key role in supporting the evaluation, planning, and delivery of client technology solutions. Working closely with Account Executives, Sales ...
Overview Our Private Client Solutions team is expanding -- and we're looking for a polished, client centric professional to join us as an Account Manager. In this role, you will serve as a trusted ...
Overview Our Private Client Solutions team is expanding -- and we're looking for a polished, client centric professional to join us as an Account Manager. In this role, you will serve as a trusted ...
The Key Account Manager - Alternate Channels is responsible for driving growth and managing ... This role leads the development and execution of multi-client, solution-based sales strategies ...
The Key Account Manager - Alternate Channels is responsible for driving growth and managing ... This role leads the development and execution of multi-client, solution-based sales strategies ...
Overview Our Private Client Solutions team is expanding -- and we're looking for a polished, client centric professional to join us as an Account Manager. In this role, you will serve as a trusted ...
Overview Our Private Client Solutions team is expanding -- and we're looking for a polished, client centric professional to join us as an Account Manager. In this role, you will serve as a trusted ...
SUMMARY The Workplace Solutions Manager will be the prime contact to customer Business Units on behalf of the client Corporate Real Estate team. while also acting as a key interface between client ...
SUMMARY The Workplace Solutions Manager will be the prime contact to customer Business Units on behalf of the client Corporate Real Estate team. while also acting as a key interface between client ...
... manage relationships with institutional and private wealth investors, contribute to new product and solution development, and ensure a consistently high standard of client servicing. You will thrive ...
... manage relationships with institutional and private wealth investors, contribute to new product and solution development, and ensure a consistently high standard of client servicing. You will thrive ...
... client. Sans etre exhaustifs, voici les services et livrables que devra fournir la personne retenue : * Assurer l'administration fonctionnelle et le maintien operationnel de la solution EPM/OGPP;
... client. Sans etre exhaustifs, voici les services et livrables que devra fournir la personne retenue : * Assurer l'administration fonctionnelle et le maintien operationnel de la solution EPM/OGPP;
Manager, Institutional Client Solutions & Proposals
Toronto, ON · On-site
CA$69K - CA$119K/yr
We are seeking a highly motivated and detail-oriented professional to join our Institutional team as Manager, Institutional Client Solutions & Proposals, supporting both our Institutional and ...
Manager, Institutional Client Solutions & Proposals
Toronto, ON · On-site
CA$69K - CA$119K/yr
We are seeking a highly motivated and detail-oriented professional to join our Institutional team as Manager, Institutional Client Solutions & Proposals, supporting both our Institutional and ...
Client Solution Manager information
What is a Client Solution Manager?
A Client Solution Manager is a professional who serves as the primary point of contact between a company and its clients, focusing on understanding client needs and delivering tailored solutions. They work to ensure client satisfaction by managing projects, coordinating with internal teams, and providing strategic guidance. Their role often involves analyzing client challenges, recommending effective solutions, and maintaining long-term client relationships to drive business growth.
Is being a BDM a stressful job?
Being a Business Development Manager (BDM) can be stressful due to targets, client negotiations, and workload management. Success often depends on strong communication, time management, and resilience, but stress levels vary based on company culture and individual skills.
What are the key skills and qualifications needed to thrive as a Client Solution Manager, and why are they important?
To thrive as a Client Solution Manager, you need expertise in account management, business strategy, and client relationship building, often supported by a bachelor's degree in business or a related field. Familiarity with CRM software, data analytics tools, and project management platforms is typically required. Strong communication, problem-solving, and negotiation skills help you effectively address client needs and foster long-term partnerships. These abilities are crucial for delivering tailored solutions, achieving client satisfaction, and driving business growth.
How does a Client Solution Manager typically collaborate with sales and technical teams to deliver client projects?
As a Client Solution Manager, you’ll serve as a bridge between clients, sales, and technical teams. You’ll work closely with sales to understand client needs and shape proposals, then coordinate with technical specialists to ensure solutions are feasible and align with client expectations. Regular meetings, joint planning sessions, and cross-functional project updates are common, making strong communication and organizational skills essential. This collaborative approach helps ensure projects are delivered on time and meet the desired outcomes.
What is the role of a client solutions manager?
A client solutions manager is responsible for understanding client needs, developing tailored solutions, and coordinating with internal teams to deliver products or services. They often manage client relationships, ensure customer satisfaction, and utilize tools like CRM software to track progress and performance.
How much does a client solutions manager make at Meta?
A Client Solutions Manager at Meta typically earns between $100,000 and $150,000 annually, depending on experience, location, and performance. Compensation may also include bonuses and stock options, with roles often requiring strong communication and technical skills.
What kind of jobs in media bring in $150,000 a year?
In media, roles such as senior media planners, media directors, and advertising executives often earn $150,000 or more annually. These positions typically require extensive experience, strong negotiation skills, and proficiency with media planning tools and analytics platforms.
What is the difference between Client Solution Manager vs Account Manager?
| Aspect | Client Solution Manager | Account Manager |
|---|---|---|
| Primary Focus | Developing tailored solutions for clients, managing project delivery | Maintaining client relationships, upselling, and renewals |
| Required Skills | Solution design, project management, technical knowledge | Customer service, communication, sales skills |
| Work Environment | Collaborates with technical teams, project-based | Client-facing, relationship-driven |
| Certifications | Often requires industry-specific or technical certifications | Sales or customer service certifications beneficial |
The main difference is that a Client Solution Manager focuses on creating and implementing customized solutions for clients, often involving technical and project management skills. An Account Manager primarily maintains ongoing client relationships, focusing on satisfaction, renewals, and upselling. Both roles are essential in client management but serve different functions within the industry.
What are popular job titles related to Client Solution Manager jobs in Ontario? For Client Solution Manager jobs in Ontario, the most frequently searched job titles are:
What job categories do people searching Client Solution Manager jobs in Ontario look for? The top searched job categories for Client Solution Manager jobs in Ontario are:
Full-time
Re-posted 28 days ago
Job description
Client Solution Lead, Financial Engineering
About d1g1t
d1g1t is the industry's first enterprise wealth management platform powered by institutional-grade analytics and risk management tools that allows firms to elevate the quality of their advice and demonstrate its value to clients. Through a single integrated solution that covers the entire advisory lifecycle, d1g1t provides wealth management firms with a whole new set of capabilities they've never had before. Headquartered in Toronto, the company was founded and is led by an experienced financial technology team who have developed leading enterprise portfolio systems for many of the world's banks, institutional asset managers, hedge funds and regulators.
Job Summary
We are seeking a highly skilled, high-achieving individual to join our team. This role sits within the Financial Engineering organization and combines deep finance and/or wealth management industry expertise, architectural ownership, and strategic influence. In this role, you'll be responsible for design and delivery of the solutions to complex d1g1t implementations, providing expert guidance to clients while they navigate transition from legacy systems onto a modern and robust wealth management platform and new workflows. Simultaneously, you will ensure the growth of the internal team members and shape continual improvements to implementation standards and processes.
The role is highly client-facing and partners closely with Management, Product, Engineering, Client Services and Infrastructure teams. This role is responsible for architecting solutions and strong
execution, anticipating risks, and driving successful outcomes and scalability across multiple workstreams.
Ideal for an individual that is looking to be the solution design authority for complex client implementations, thrives in complexity, thinks in systems, defines standards, and drives successful outcomes across multiple workstreams.
Responsibilities
- Master and demonstrate deep knowledge of the d1g1t product suite.
- Ensure successful delivery of project implementations
- Lead architecture and delivery for large, multicustodian, implementations, from discovery through production and stabilization.
- Owns solution design and tradeoffs across modeling, workflows, and platform configuration.
- Set delivery strategy, milestones, and success criteria for large engagements.
- Serve as the primary escalation point for complex client, modelling and workflow challenges.
- Drive the growth and scalability of the team
- Mentor and guide the team on execution and problem-solving approaches
- Establish implementation standards, patterns, and best practices
- Influence the growth and scalability of the firm
- Support strategic client conversations and longterm platform adoption by effectively communicating features, integrations, and optimization opportunities.
- Partner with Product leadership to shape roadmap priorities through structured client feedback.
- Partner with Sales on complex pre-sales engagements (technical validation, solution feasibility, POCs).
Competencies
The successful candidate will also have the following competencies:
- Technical Execution: Proactive problem solver, comfortable working through ambiguity, analytical, and detail-oriented.
- Ownership: Initiates improvements, demonstrates passion and accountability for work outcomes.
- Communication: Clear and effective communicator, able to provide context and transparency, capable of articulating complex technical concepts clearly.
- Leadership: Confident in collaborating with multiple teams, proactively giving and seeking feedback, driving meaningful change.
- Emotional Intelligence: Empathetic team player, exhibits self-awareness, and understands the broader impact of their actions.
- Business Acumen: Entrepreneurial mindset, actively contributes to setting goals, continuously learns and adapts to new challenges.
Qualifications
- 4+ years experience in fintech, wealth management platforms, SaaS implementations, entrepreneurial environments or consulting.
- Proven ability to lead complex delivery engagements with senior stakeholders
- Deep understanding of investment workflows, portfolio construction, trading, and performance concepts.
- Advanced data and analytics fluency.
- Strong systems thinking - you understand second- and third-order effects
- Experience with project management methodologies and tools (e.g., Jira, Asana, Notion).
- Aptitude for leading and mentoring delivery teams
- Track record of ownership, accountability, and delivery excellence
- Proven record of setting standards or patterns adopted by others.
- Skilled at writing understandable and concise technical and client-facing documentation.
- Exceptional communication skills and executive presence.
- Comfortable working independently and collaboratively in a hybrid/remote work environment.
Preferred:
- Post Secondary Degree in math, quantitative finance, computer science, engineering.
- Strong technical skills including Python scripting, SQL, Excel/CSV data mapping, data migration, and troubleshooting.
- Exposure to large-scale data migrations or platform transformations
- Experience influencing product strategy in a SaaS environment
- Experience working with US based RIAs
- French language is an asset
Perks of working at d1g1t
- Excellent opportunity to join a fast-growing Fintech startup
- Working in a culture of collaboration and innovation where your voice is valued and given importance.
- Competitive compensation package with bonus and comprehensive healthcare benefits
- Employee and Family Assistance Program
- Fitness and Wellness Credit
- Continuing Education Allowance
- Flexible hours and hybrid-work policy (The Financial Engineering Team comes to the office Mondays and Thursdays.)
- Ability to work abroad for up to 2 months in a year (some conditions apply).
- The salary range for this role is $140,000 - $180,000 per annum.
In our most recent Employee Experience Survey, employees rated Diversity & Inclusion at d1g1t Inc. as one of our strengths! d1g1t Inc. celebrates diversity in its workforce structure and encourages applications from all backgrounds.
We encourage applications from all qualified candidates and will accommodate applicants' needs under the respective provincial human rights codes throughout all stages of the recruitment and selection process. Please advise the recruiter if you require accommodation; to ensure your accessibility needs are accommodated throughout this process. Information received relating to accommodation will be addressed confidentially.
We understand that looking for a new opportunity can be time-consuming. We truly appreciate your time in going through our job posting and applying for a position with us!!