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About the Role
We are seeking a Consultant / Senior Consultant with expertise in Canadian wealth management operations, from industry economics to back-office functions. You will assist financial institutions in shaping and executing changes within their wealth businesses, spanning strategy to implementation. The ideal candidate can engage effectively with executives on strategic matters and with operations teams on detailed functional processes.
Responsibilities
- Support strategy engagements, including current-state assessments, target-state and operating model definition, business cases, and transformation roadmaps.
- Execute 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 the wealth value chain, including account opening, KYC, trading, settlement, custody, transfers, corporate actions, fees, billing, client reporting, and tax slips.
- Translate business needs into clear requirements, user stories, process flows, and data mappings for delivery teams.
- Assist with vendor and platform assessments and selections for recordkeeping, back-office, and advisor technology.
- Plan and support data migrations and conversions, including reconciliation, cutover planning, and post-go-live stabilization.
- Ensure regulatory requirements, such as CIRO rules, client-focused reforms, and account transfer standards, are considered.
- Build trusted relationships with client stakeholders and communicate progress, risks, and recommendations effectively.
- Contribute to the wealth practice through thought leadership, reusable assets, and proposal support.
Requirements
- 3+ years of experience in wealth management, encompassing consulting, industry, or both.
- Hands-on experience in at least one wealth operations area: mutual fund dealer or manufacturer operations, full-service brokerage, discount or self-directed brokerage, or bank-owned wealth businesses.
- Working understanding of the wealth management industry structure, including the roles of manufacturers, dealers, advisors, custodians, service providers, and the flow of money, orders, and data.
- Experience on at least one strategy or transformation engagement (e.g., current-state assessment, target-state design, business case, roadmap, platform implementation, back-office conversion).
- Familiarity with the Canadian wealth ecosystem, including industry infrastructure (e.g., FundSERV, CDS) and common back-office/recordkeeping providers.
- Strong business analysis skills, including process mapping, requirements gathering, and data analysis.
- Clear writing and presentation skills, with comfort interacting with both executives and operations teams.
- A post-secondary degree or equivalent experience.
- Ability to travel (US and Canada).
- Bilingual in English and French.
Skills
- Wealth management operations
- Strategy engagements
- Transformation programs
- Process mapping
- Requirements gathering
- Data analysis
- Vendor and platform assessment
- Data migration
- Regulatory compliance
- Stakeholder management
- Thought leadership
- Business analysis
- Writing
- Presentation
Location
- Canada
Work Type
- Full-time
Experience Level
- Consultant
- Senior Consultant
Education Level
- Post-secondary degree or equivalent experience
- CSC or IFC certification (asset)
Salary/Compensations
- $90,000 - $120,000
About the Company
- Electric Mind is a fast-growing, AI-native advisory and digital engineering firm focused on shaping the future.
- We combine premium strategy expertise with cutting-edge AI-centric engineering to solve complex problems for industry-leading clients.
- We emphasize a high-touch delivery model and a culture that values diverse talent, innovation, and client partnership.
- We offer an environment where ideas are valued and impact is visible.
- We provide opportunities for rapid growth, collaboration with exceptional teammates, and the chance to help scale a company's capabilities and global footprint.