The Asset Management Infrastructure division at FNZ includes a dedicated Consultancy team responsible for supporting existing wealth management clients using the FNZ Figaro platform and assisting with the onboarding of new clients.
Consultants play a key role in providing expertise across the full lifecycle of client engagement, from requirement gathering through to implementation, training, and ongoing support.
Each Consultant is responsible for delivering high‑quality support and subject‑matter expertise in the following areas:
Presenting and explaining existing FNZ capabilities to clients.
Capturing and documenting client use cases and requirements.
Implementing new and existing FNZ functionality on client environments.
Demonstrating how FNZ functionality supports client regulatory obligations.
Delivering client training programmes and facilitating knowledge transfer.
Assisting FNZ development teams by clarifying client needs and expectations.
Conducting internal and client‑facing documentation reviews and walkthroughs.
Helping clients diagnose issues and providing workarounds where needed while defects are resolved.
Providing insights to development and documentation teams on how clients use Figaro in practice.
This role is suited to individuals who:
Are strong problem solvers, comfortable interpreting complexity and navigating evolving situations.
Demonstrate excellent communication skills and professional presence.
Possess strong technology, analytical, and data interpretation skills.
Thrive in environments with high levels of client and stakeholder interaction.
Hold a broad understanding of wealth management practices.
The Consultancy Team within AMI delivers a range of high‑value services to both existing and prospective FNZ clients.
Key responsibilities include:
Acting as subject‑matter experts on Figaro, providing insight into system capabilities through walkthroughs, demonstrations, training sessions, and discussion of potential solutions to business requirements.
Supporting client project processes, including the implementation of FNZ functionality and assessing the impact of changes to third‑party systems.
Working as skilled business analysts to elicit, interpret, and document requirements for development projects—serving as the bridge between clients and development teams.
Providing business‑as‑usual support by diagnosing user issues, explaining system behaviors, and advising on standard configuration changes and processes.
Serve as the primary contact for clients regarding general Figaro queries.
Lead business analysis activities across projects, capturing and documenting stakeholder requirements.
Support clients in deploying Figaro functionality, including recommending process changes and performing or advising on configuration and data updates.
Act as liaison between client stakeholders and FNZ teams throughout development initiatives.
Assist clients with daily Figaro use, including troubleshooting issues and suggesting alternative solutions.
Provide feedback to FNZ teams on client usage patterns and future plans.
Support the Client Relationship Manager with demos, sales activities, and other initiatives that promote adoption of Figaro and FNZ services.
Experience in a consulting, analysis or development environment.
Figaro experience is essential.
General investment/wealth/life and/or pensions products and the markets in which FNZ and our customers operate.
An understanding of the regulatory environment FNZ operate within.
Proven track record in delivery/consulting environment with financial services/wealth market.
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.
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.
SQL skills
Client facing experience
About FNZ
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$2.4 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.