Technical Delivery Lead Wealth Management

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.