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About the Role

FNZ's Solution Consulting team provides high-value services to clients, including platform configuration, managing the FNZ Model Wealth Solution configuration process, and supporting sales teams. The role involves consulting assignments for proposition definition, TOM definition, business transformation, customer training, and defining bespoke requirements. Accurate documentation of business outcomes is crucial for the delivery process.

Responsibilities

Provide leadership and expertise in the Solution Consulting team.
Maintain up-to-date knowledge of the local asset management industry trends and future direction.
Present and explain existing FNZ capabilities.
Define and challenge project scope.
Capture and document customer business outcomes to create requirements and solution designs.
Agree Joint Target Operating Models with customers.
Write user stories.
Design platform integrations.
Provide business transformation support and consultancy services.
Advise on regulations and platform compliance.
Develop and deliver customer training programs and knowledge transfer.
Configure platforms and deliver the FNZ Model Wealth Solution (MWS) process.
Support Analyst & Developer handovers.
Conduct Functional Reviews & TDD walkthroughs.
Define business readiness processes and agree on SLAs.
Perform defect verification.
Provide leadership and support for aligned FNZ client projects.
Instill a spirit of continuous improvement in the team.
Work with customers and internal stakeholders to define proposition and product requirements.
Provide Market expertise as required.
Act as an SME in FNZ Platform functionality.
Understand Platform Target Operating Models, including interfaces.
Advise customers on best practice operating model design.
Act as an expert in the Model Wealth Solution and run the MWS Configuration process.
Document bespoke customer requirements and ensure they are met.
Provide review and quality assurance of solution documentation.
Provide consultancy services to other FNZ clients and projects.
Provide advice and guidance to customers regarding delivering a compliant platform.
Act as an SME in the platform market and provide training and support to other FNZ business areas.

Requirements

1st class degree or equivalent experience.
Experience working within a business analysis / consulting role.
Evidence of establishing an environment of continuous improvement and capability development.
Confident and able to take initiative in a client- and delivery-focused environment.
Independent, self-directing, and delivery-focused working style.
Superior analytical thinking.
Commercially aware.
Intermediate computer skills essential.
Excellent organizational, administration, and time management skills.
Good team communication skills, confident in dealing with internal and external clients.
Highly developed written and oral communication skills.
Experience in a consulting, analysis or architecture environment.
General investment/wealth/life and/or pensions products and the markets in which FNZ and our customers operate.
FNZ Platform expertise, including being an SME in at least 4 functional areas of the platform.
For the jurisdiction being hired for, an understanding of the regulatory environment FNZ operates within and knowledge of upcoming changes.
7+ years of experience in a delivery/consulting environment in the financial services/wealth market.
Clearing & settlement knowledge, including post-trade processing.
Hands-on or working knowledge of DTCC, NSCC and CDS.
Exchange trade processing experience, including CNS (Continuous Net Settlement), Balance Order processing, Buy-In processing, Payment Exchange.
High-level understanding for major asset classes like Equity, Fixed Income, New Issues & Options.
Corporate actions knowledge (good to have).

Skills

Platform configuration
FNZ Model Wealth Solution configuration
Sales support
Project sizing
Consulting
Proposition definition
TOM definition
Business transformation
Customer training
Knowledge transfer
Bespoke requirements definition
Business outcome documentation
Requirements documentation
Solution design
Target Operating Models
User story writing
Platform integration design
Regulatory advice
Platform compliance
Analyst & Developer handovers
Functional Reviews
TDD walkthroughs
Business readiness processes
SLA agreement
Defect verification
Technology skills
Analytical skills
Data interpretation skills
Customer interaction
Stakeholder management
Market expertise
FNZ Platform functionality
Continuous improvement
Capability development
Initiative
Analytical thinking
Commercial awareness
Computer skills
Organizational skills
Administration skills
Time management skills
Team communication skills
Written communication skills
Oral communication skills
Clearing & settlement knowledge
Post-trade processing knowledge
DTCC knowledge
NSCC knowledge
CDS knowledge
Exchange trade processing
CNS knowledge
Balance Order processing knowledge
Buy-In processing knowledge
Payment Exchange knowledge
Asset class knowledge (Equity, Fixed Income, New Issues & Options)
Corporate actions knowledge

Experience Level

7+ years of experience in a delivery/consulting environment in the financial services/wealth market

Education Level

1st class degree or equivalent experience

Salary/Compensations

Competitive base salary, bonus, and paid time off.

Benefits

FNZ will match pension plan contributions at 150%, up to 4% total Employee Contribution.
Employer-paid medical, dental and vision insurance, and more.

About the Company

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations.
We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
We are mission-led - work at the heart of a purpose-led organization where you can be proud of the impact you make, every day.
Transform the way over 20 million people invest, making wealth management more accessible, sustainable and transparent to more people.
Emphasis on a willingness to learn, to think differently, to be creative and to help drive innovation.
Be part of a highly successful, rapidly growing, Pre-IPO global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies.