Statement Manager

As Statement Manager, you will be responsible for the end to end management and overseeing the development, preparation, and delivery of statements across FNZ APAC Australia. This will involve partnering with staff across the delivery lifecycle and leading a working group to proactively identity required changes and ensure delivery throughout the full plan lifecycle while ensuring effective management and resolution of risks and issues.

Your role ensures that all statements for customers are accurate, timely, and align with all requirements, fostering transparency and trust with stakeholders through project planning, milestone tracking and reporting. You will also be responsible to engage departments for all facets of delivery along with key communications with clients and auditors.

The responsibilities will include:  

• Lead and manage project activities including initiation, planning, management and execution of implementation tasks and deliverables

• Plan documents and the preparation and review of regulatory statements, ensuring they meet compliance standards and are delivered on schedule

• Collaborate with internal departments (e.g., risk, legal, and compliance) to gather necessary data and ensure coherent messaging in regulatory statements.

• Analyse statement data to identify trends, discrepancies, and areas for improvement in reporting processes

• Continuously evaluate existing processes to enhance the efficiency and effectiveness of regulatory statement preparation and distribution.

• Prepare regular reports for senior management and clients on status, challenges, and areas of concern.

• Builds strong working relationship with all key stakeholders including Solution Consultants, Project and Delivery Managers, Client Directors and Operations Managers across FNZ to build and execute statement delivery plans

• Have strong relationships with 3rd party suppliers and ensure they are engaged appropriately and managed to ensure the required outcomes for FNZ.

• Assists in the day-to-day execution of the statements output, including managing meetings, following up with operational leaders and driving issues identified for resolution.

What are we ideally looking for in a successful candidate? 

• 5+ years’ experience in the financial service industry preferably investment/wealth/life and/or pensions products and the markets in which FNZ and our customers operate in

• Have demonstrable experience managing complex projects

• Degree qualified preferred

• Strong internal and external stakeholder engagement skills

• Demonstratable experience in Project Management and effectively managing projects

• Experience in regulatory reporting, compliance, or financial reporting

• An understanding of the regulatory environment FNZ operate within

• Experience managing 3rd party suppliers

• Proven analytical and problem-solving abilities

• Proficiency in reporting tools and software (e.g., Microsoft Excel, regulatory compliance software)

• Strong leadership and team management skills

• High level of self-awareness and emotional intelligence, possessing strong leadership, communication and influencing skills

 Why should you join us?  

• A hybrid 3+2 model combining working from the office and from home.

• A competitive salary and excellent benefits, including full comprehensive health insurance, annual leave, sick days, parental leave and more.

• 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.

• We provide global career opportunities for our employees at any of our offices in the UK, Czech Republic, Australia, New Zealand, China and more.

If this role appeals to you, please apply with your cover letter and CV by the 3rd November 2024.

*Please note we shortlist as we receive applications. We encourage early applications as we may withdraw advertising at any time. 

For more information, please reach out to us! 

[email protected]

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.