Solution Consultant

The Solution Consulting team is responsible for providing a range of high value services to FNZ’s existing and potential customers. This includes being responsible for the Platform configuration and running the FNZ Model Wealth Solution configuration process for new platform implementations, plus supporting sales team in winning & sizing new projects. It also involves carrying out a variety of consulting assignments for existing customers and new customers in a variety of contexts, including proposition definition, TOM definition, Business transformation, customer training and knowledge transfer, and the definition of bespoke requirements where required for customer platform solutions. Once business outcomes are understood from FNZ clients, these must be accurately documented and fed them into the delivery process to ensure they are easily understood and precise to deliver the right outcome for our clients.

The team also works closely with FNZ’s Business Readiness Team, Operations and Production Support teams to ensure that FNZ provides its services compliantly, reliably and to scalable once implemented in production.

Provide leadership and support for your aligned FNZ client project, building capability and providing support for more junior members of the team.

Instil a spirit of continuous improvement in the team.

Work with FNZ customers & internal stakeholders to help define proposition and product requirements.

Provide Market expertise as required.

Be an SME in FNZ Platform functionality and apply this understanding to help customers define propositions that best utilise or enhance FNZ core platform capabilities.

Have a full understanding of a Platform Target Operating Model, including the interfaces between platform and customers operations and FNZ Investment operations.

Provide advice to customers regarding best practice operating model design.

Be an expert in the Model Wealth Solution and run the MWS Configuration process for new platform implementations, capturing all customer configuration points in service configuration documents.

Document any bespoke customer requirements, be the solution owner to ensure these are met.

Provide review and quality assurance of solution documentation

Provide training programmes and knowledge transfer services for FNZ customers.

Provide consultancy services, as required, to other FNZ clients and projects.

Have a good knowledge of the regulatory environment in which the Solution Consultant operates and provide advice and guidance to customers in respect of delivering a compliant platform.

Be an SME in the platform market in which FNZ operate, and provide training and support for other areas of the FNZ business.

required

Trading system, order management system, corporate actions, and/or market data 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.

An understanding of the Canadian regulatory environment FNZ operates within and a knowledge of the upcoming changes.

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

1st class degree or equivalent experience

Experience working within a business analysis / consulting role.

Be able to evidence establishing an environment of continuous improvement and capability development.

Confident, and able to take initiative given client– and delivery-focused environment.

Independent, self-directing and delivery focused working style.

Superior analytical thinking. · Commercially aware.

Intermediate computer skills essential.

Excellent organisational, administration and time management skills.

Good team communication skills, confident in dealing with internal and external clients.

Highly developed written and oral communication skills.

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.

We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

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.

All in a regulated financial institution.

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.