Solution Consultant (Wealth Management)

The Solution Consultant role is a key role within the Solution Consulting team, and will provide leadership and expertise in the following areas:

• Providing up to date knowledge, awareness of current trends and future direction of the local asset management industry

• Presenting & explaining existing FNZ capability

• Defining and challenging scope of a project

• Capturing & documenting customer business outcomes to create requirements, solution designs and agreeing of Joint Target Operating Models

• Platform integration design

• Business transformation support and consultancy services

• Regulations and advice on platform compliance

• Customer training programs and knowledge transfer

• Platform configuration and delivering of FNZ’s Model Wealth Solution (MWS) process

• Analyst & Developer handovers and support

• Functional Reviews & TDD walkthroughs

• Defining business readiness processes and agreeing SLAs

• Defect verification

This role demands individuals who:

• Are consistently solution & execution focused

• Capable of dealing with complex problems & environments

• Have strong technology, analytical and data interpretation skills;

• Take ownership for an outcome on behalf of a customer

• Comfortable with high levels of customer, stakeholder interaction & management

Team Responsibilities

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.

Specific Role Responsibilities

• 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.

• Provide subject matter expertise in US tax rules as they relate to client investment accounts, including support for annual tax reporting and withholding requirements.
• Understand and help design solutions for client-level tax reporting workflows, including cost basis calculations, wash sales, and capital gain/loss tracking.

Experience required

Preferred Industry Knowledge

• 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.

• FNZ Platform expertise, including being an SME in at least 4 functional areas of the platform.

• For the jurisdiction being hired for, an understanding of the 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.

• Demonstrated knowledge of US tax reporting obligations related to investment accounts (e.g., 1099-B, 1099-DIV, 1099-INT).
• Experience implementing or supporting cost basis and client tax reporting systems in a platform environment, preferably with exposure to Maxit or similar vendor solutions.

Required Knowledge & Skills

• Relevant 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 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.

What FNZ offers:

• A competitive base salary, bonus, and paid time off.  

• FNZ will match pension plan contributions at 150%, up to 4% total Employee Contribution. 

• Employer-paid medical, dental and vision insurance, and more. 

• We are mission-led - work at the heart of a purpose-led organization where you can be proud of the impact you make, every day. Where you’ll transform the way over 20 million people invest, making wealth management more accessible, sustainable and transparent to more people.

• Learning & development – Placing emphasis on a willingness to learn, to think differently, to be creative and to help drive innovation.

• Be part of a highly successful, rapidly growing, Pre-IPO 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 best employees at any of our offices in the US, Canada, UK, Czech Republic, Asia, Australia or New Zealand

About FNZ Culture

Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites, and moves us forward.

Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers, and the wider world.

At FNZ we know that great impact is only possible with great teamwork.

That’s why we value the strength and diversity of thought in our global team.

The FNZ Way is the cornerstone of what we do. It comprises four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders worldwide.

• Customer obsessed for the long-term

• Think big and make an impact

• Act now and own it all the way

• Challenge, commit and win together. 

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$1.7 trillion in assets under administration (AUA).

Together with our customers, we help over 26 million people from all wealth segments to invest in their future.