Role Description
FNZ’s Asset Management Infrastructure division has a dedicated team responsible for providing Consultancy services to existing wealth management customers using the FNZ Figaro product, as well as assisting the onboarding of new clients to the platform.
Each Consultant provides support and expertise in the following areas:
Presenting & explaining existing FNZ capabilities.
Capturing & documenting client use cases and requirements.
Implementation of new and existing FNZ functionality on client systems.
Explaining how FNZ capabilities meet the client’s regulatory needs.
Client training programmes and knowledge transfer.
Assisting FNZ development teams in understanding the client’s needs.
Completing reviews and walkthroughs of documentation, both internally and with clients.
Assisting the client in diagnosing issues and, where necessary, providing workarounds or stopgap measures while defects are being resolved.
Informing development and documentation teams in how clients make use of the system.
This role demands individuals who:
Are excellent problem solvers, capable of dealing with complex problems and rapidly evolving circumstances.
Have excellent communication skills and professionalism.
Have strong technology, analytical and data interpretation skills.
Are comfortable with high levels of client, stakeholder interaction & management.
Have a broad understanding of wealth management practices.
Team Responsibilities
The Consultancy Team within AMI is responsible for providing a range of high value services to FNZ’s existing and potential customers.
This includes acting as the Figaro subject matter expert when discussing new and existing FNZ system capabilities. This expertise may be provided through system walkthroughs, answering queries, providing training, or discussing potential solutions to business requirements.
The Consultancy Team are also an integral part of our clients’ project processes, assisting them in the implementation of FNZ functionality and understanding the impact on FNZ systems when changing 3rd party systems.
The third major workstream for the Consultancy Team is acting as skilled business analysts for the eliciting, interpreting, and documenting of requirements for development projects. In this role, the Consultant acts as the interface between the client and the development team.
Finally, the Consultancy Team provide important support to Business as Usual operations for our clients, helping to diagnose and explain problems experienced by users in their day to day activities, as well as advising on standard configuration changes or processes.
Specific Role Responsibilities
Act as primary point of contact for clients in relation to general Figaro queries.
Act as lead business analyst on a range of projects to gather and document requirements from project stakeholders.
Assist clients in the implementation of Figaro functionality, recommending process changes and either recommending or performing configuration and data updates.
Act as liaison between client stakeholders and FNZ staff during development projects.
Support clients in their day-to-day use of Figaro, for example triaging issues and suggesting alternative solutions.
Provide feedback to other FNZ departments on how clients utilise Figaro, and what plans they have for the future.
Assist the Client Relationship Manager in demo, sales, and other activities to preserve and extend the client’s use of Figaro and FNZ services generally.
Experience required
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.
Required Knowledge & Skills
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 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.
Nice to Have
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$2.2 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.