Migration Solution Consultant

FNZ (UK) Ltd; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Migration Solution Consultant to bridge business requirements with technical components. This role involves leading clients through migration implementations, assessing business impacts, and providing training and support. The ideal candidate will have extensive experience in financial services and a strong understanding of regulatory environments. Join a dynamic team that values continuous improvement and offers a competitive salary with excellent benefits, including a generous pension plan match and comprehensive health coverage. This is a fantastic opportunity to make a significant impact in a rapidly growing global business.

Benefits

Competitive Base Salary

Bonus

Paid Time Off

Employer-Paid Medical Insurance

Pension Plan Contributions

Learning & Development Opportunities

Global Career Opportunities

Qualifications

• 5+ years in delivery or consulting in financial services.
• Experience in migration settings and business analysis.

Responsibilities

• Lead clients through migration implementation and requirements.
• Provide training and knowledge transfer for FNZ customers.

Skills

Business Analysis

Consulting

Analytical Thinking

Communication Skills

Project Management

Education

Bachelor's Degree in Finance or Related Field

Tools

Microsoft Office

Project Management Tools

Job description

Migration Solution Consultant page is loaded

Migration Solution Consultant

Apply locations Toronto - Canada time type Full time posted on Posted 15 Days Ago job requisition id REQ-12589

What our Migration Solution Consultants do:

The remit of the Migration Solution Consultant is to bridge the gap between the business requirements and the impact of Migration and the technical components. The Migration Solution Consultant will lead our Clients through the Migration implementation, ensuring the requirements from each impacted business unit have been assessed, documented, implemented, and ultimately successfully delivered.

The Migration Solution Consultant will provide leadership and expertise in the following areas:

1. Development of bespoke customer migration requirements.
2. Business impact assessment as a result of both the migration and the implementation event.
3. Platform proposition impact assessment.
4. Regulation and advice on platform compliance.
5. Customer training programs and knowledge transfer.
6. Knowledge of the FNZ Migration process and market in which FNZ operates, and provide training and support for other areas of the FNZ business.

Specific Role Responsibilities

1. Provide leadership and support for the Migration Analysis team, building capability and supporting junior team members. Instill a spirit of continuous improvement in the group.
2. Work with FNZ customers to help define migration and business requirements. Provide Market expertise as required. Be an SME in FNZ Migration functionality and apply this understanding to help customers define the migration requirements and identify the business areas and processes impacted.
3. Have a full understanding of a Platform Target Operating Model (TOM), including the interfaces between platform and customers operations and FNZ Investment operations. Provide advice to customers regarding migration and reconciliation best practices.
4. Be the link between the Migration and Platform Implementation team to ensure that all aspects of new platform implementation, and their impacts, are understood in respect of the migration process.
5. Lead FNZ Customers through readiness activities that directly pertain to the Migration process.
6. Document any bespoke customer requirements.
7. Provide review and quality assurance of design documentation produced by the Migration Analyst Developer team.
8. Provide training programs and knowledge transfer services for the FNZ customers.
9. 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.

Who we are looking for:

1. 5+ years of experience in a delivery and/or consulting environment in the financial services and/or wealth management industry.
2. An individual experienced in a consulting, analysis, or architecture environment in a migration setting.
3. Interest and enthusiasm for investment/wealth/life and pensions products and the markets in which FNZ and our customers operate.
4. An understanding of the local regulatory environment and an excellent working knowledge of the reg change requirements for a given year.

What you bring to the Migrations Solution Consultant role:

1. Experience working within a business analysis/consulting role.
2. Ability to establish a continuous improvement and capability development environment.
3. Confident and able to take the initiative given client– and delivery-focused environment.
4. Fluency in English.
5. Independent, self-directing, and delivery-focused working style.
6. Superior analytical thinking.
7. Commercially aware.
8. Intermediate computer skills essential.
9. Excellent organizational, administrative, and time management skills.
10. Good team communication skills, confident dealing with internal and external clients.
11. Highly developed written and oral communication skills.

What FNZ offers:

1. A competitive base salary, bonus, and paid time off.
2. FNZ will match pension plan contributions at 150%, up to 4% total Employee Contribution.
3. Employer-paid medical, dental and vision insurance, and more.
4. 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.
5. Learning & development – Placing emphasis on a willingness to learn, to think differently, to be creative and to help drive innovation.
6. 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;
7. 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$1.5 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.