Consultant (Figaro SME)

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 small and medium 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

Preferred Industry Knowledge

• Experience in a consulting, analysis or development 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 one or more Figaro area.

• An understanding of the regulatory environment FNZ operate within.

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

Required Knowledge & Skills

• 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.

About FNZ

FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers and asset managers to help people achieve their financial goals through our unique combination of technology leadership, innovation and asset servicing.

Our services enable our clients to provide best-in-class wealth management solutions to financial advisers, end-investors and the workplace. We pride ourselves on creating solutions that are flexible, transparent and scalable, reflecting the latest market, demographic and regulatory trends worldwide.

FNZ has experienced exceptional growth in the past decade, both in terms of assets-under-administration and also through the substantial expansion of our international footprint.

Today, we are responsible for over £700 billion in assets-under-administration, held by around 12 million customers of some of the world’s largest financial institutions, including Aviva, Barclays, BNZ, Generali, HSBC, Lloyds Banking Group, National Australia Bank (NAB), Quilter, Santander, UOB, Vanguard, and Zurich.

In total, FNZ partners with over 150 financial institutions across Europe, Asia Pacific, South Africa and North America and we employ around 3,000 people worldwide.

The company is owned by a combination of CDPQ-Generation, the unique sustainable equity partnership and FNZ employee shareholders.

Opportunities

• Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies.

• Be part of a highly skilled, professional team with a wealth of experience in the financial services industry.

• We provide significant financial rewards for high performing individuals.

• We provide global career opportunities for our best employees at any of our offices in the UK, EU, US and APAC.

Additional Information

At FNZ, we recognise that diversity, inclusion, and accessibility are important factors for our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a non-discriminatory manner where all employees are valued and respected. In particular, we want to ensure accessibility needs are well supported thus, ensuring our recruitment process is fair and equitable for all applicants.

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 over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.