Technical Consultant managing Cayenta ERP and customer information system environments for a utility and public - sector software provider. Supporting databases, systems, Azure infrastructure, troubleshooting, and managed services operations.
About the role
- Senior Consultant helping Electric Mind transform Canadian wealth management operations. Advising banks and dealers from strategy through implementation.
Responsibilities
- Support strategy engagements, including current-state assessments, target-state and operating model definition, business cases, and transformation roadmaps
- Carry strategy work into transformation delivery, including 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 across recordkeeping, back-office, and advisor technology
- Plan and support data migrations and conversions, including reconciliation, cutover planning, and post-go-live stabilization
- Account for regulatory requirements including CIRO rules, client-focused reforms, and account transfer standards
- Build relationships with client stakeholders from operations leads to executive sponsors, and communicate progress, risks, and recommendations
- Contribute to Electric Mind’s wealth practice through thought leadership, reusable assets, and proposal support
Requirements
- 6+ years in wealth management, in consulting, industry or both
- Hands-on experience in one or more areas of wealth operations: mutual fund dealer or manufacturer operations, full-service brokerage, discount or self-directed brokerage, or bank-owned wealth businesses
- Working understanding of the roles 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, such as a current-state assessment, target-state design, business case, roadmap, platform implementation or back-office conversion
- Familiarity with the Canadian wealth ecosystem, including FundSERV, 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 in front of executives and operations teams
- A post-secondary degree or equivalent experience
- Hands-on experience with major back-office functions or recordkeeping platforms is nice to have
- Experience on a large data migration or dealer conversion from start to cutover is nice to have
- Exposure to wealth data models, integrations or APIs is nice to have
- Knowledge of registered plans (RRSP, TFSA, RESP, FHSA) and operational rules is nice to have
- Agile delivery experience or CBAP, PMP or Scrum certification is nice to have
- Ability to travel to the US and Canada is nice to have
- Bilingual English and French is 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
- Bilingual in English and French
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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.
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