Client Solution Architect - Wealth Management
D1g1t
About this role
The Client Solution Architect at d1g1t is responsible for designing and delivering complex wealth management platform implementations, guiding clients through transition processes, and ensuring successful management of large-scale projects. They serve as a solution design authority, working closely with cross-functional teams to optimize client outcomes and influence product strategies.
Skills
About D1g1t
d1g1t.comd1g1t Inc. offers an enterprise wealth management platform — "The Wealth Management Platform Your Clients Wish You Had" — that helps financial advisory firms scale high‑value, human services by digitizing client experiences and advisor workflows. Their solution combines client portals, portfolio and planning tools, and integrations to streamline advice delivery, operations, and compliance. Backed by an investment round led by RBC alongside JAM FINTOP, d1g1t targets institutional and enterprise wealth managers seeking to modernize and grow their advisory capabilities.
About D1g1t
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for D1g1t.
Salary
$120k – $160k
per year
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