Senior Consultant helping Electric Mind transform Canadian wealth management operations. Advising banks and dealers from strategy through implementation.
About the role
- Wealth management consultant helping Electric Mind’s advisory and digital engineering firm transform Canadian banks and dealers. Bridging strategy, operations, platforms, and delivery across the wealth value chain.
Responsibilities
- Support strategy engagements, including current-state assessments, target-state and operating model definition, business cases, and transformation roadmaps
- Support delivery on transformation programs such as platform replacements, back-office conversions, operating model changes, and digital advice or self-directed launches
- Map current-state and future-state processes across account opening and KYC, trading and order routing, settlement and custody, transfers, corporate actions, fees and billing, client reporting, and tax slips
- Translate business needs into requirements, user stories, process flows, and data mappings
- Support vendor and platform assessments and selections
- Plan and support data migrations and conversions, including reconciliation, cutover planning, and post-go-live stabilization
- Keep regulatory requirements in view, including CIRO rules, client-focused reforms, and account transfer standards
- Build relationships with client stakeholders and communicate progress, risks, and recommendations
- Contribute to Electric Mind’s wealth practice through thought leadership, reusable assets, and proposal support
Requirements
- 3+ years in wealth management, in consulting, industry or both
- Hands-on experience in mutual fund dealer or manufacturer operations, full-service brokerage, discount or self-directed brokerage, or bank-owned wealth businesses
- Working understanding of manufacturers, dealers, advisors, custodians and service providers, and how money, orders and data flow between them
- Experience on at least one strategy or transformation engagement
- Familiarity with the Canadian wealth ecosystem, including FundSERV and CDS and major back-office and recordkeeping providers
- Strong business analysis skills: process mapping, requirements, and working with data
- Clear writing and presentation skills, and comfort with executives and operations teams
- A post-secondary degree or equivalent experience
- Bilingual in English and French is a nice-to-have
- Hands-on experience with major back-office functions or recordkeeping platforms is a nice-to-have
- Experience on a large data migration or dealer conversion is a nice-to-have
- Exposure to wealth data models, integrations or APIs is a nice-to-have
- Knowledge of registered plans (RRSP, TFSA, RESP, FHSA) and operational rules is a nice-to-have
- Agile delivery experience or CBAP, PMP or Scrum certification is a nice-to-have
Benefits
- Full Time Permanent employment
- Ability to travel (US and Canada)
- Industry courses such as the CSC or IFC are an asset
- Agile delivery experience, or a certification such as CBAP, PMP or Scrum
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