Migration Solution Consultant

FNZ (UK) Ltd; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

FNZ (UK) Ltd is seeking a Migration Solution Consultant in Toronto, Ontario, to bridge the gap between business requirements and migration impacts. This role involves leading clients through migration implementations and ensuring business unit requirements are met. The ideal candidate will have over 5 years of experience in consulting within the Canadian financial services sector.

Responsibilities include defining migration requirements, providing training programs, and ensuring compliance with regulatory standards. Strong analytical, organizational, and communication skills are essential for success in this role.

Qualifications

• 5+ years of experience in consulting within Canadian financial services.
• Experience in analysis or architecture in a migration environment.
• Knowledge of regulatory change requirements in Canada.

Responsibilities

• Define migration and business requirements for clients.
• Provide customer training and knowledge transfer.
• Lead client readiness activities pertaining to migration.

Skills

Business analysis

Consulting

Client-focused

Regulatory knowledge

Analytical thinking

Time management

Job description

Role Description

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 be responsible for leading 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: Development of bespoke customer migration requirements; Business impact assessment as a result of both the migration and the implementation event; Platform proposition impact assessment; Regulation and advice on platform compliance; Customer training programmes and knowledge transfer.

Team Responsibilities

The Solution Consulting team is responsible for providing a range of high value services to FNZ Customers. This includes being responsible for leading FNZ Customers through the migration process for new platform implementations. 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.

Specific Role Responsibilities

• 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.
• 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 migration and reconciliation best practice.
• 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.
• Lead FNZ Customers through readiness activities that directly pertain to the Migration process.
• Document any bespoke customer requirements.
• Provide review and quality assurance of design documentation produced by the Migration Analyst Developer team.
• Provide training programmes and knowledge transfer services for the FNZ customers.
• Have 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 FNZ Migration process and markets in which FNZ operates, and provide training and support for other areas of the FNZ business.

Experience required

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

Preferred Industry Knowledge

• Experience in consulting, analysis or architecture environment, preferably in a migration setting.
• General investment, wealth, life and pensions products and the markets in which FNZ and customers operate.
• An understanding of the Canadian regulatory environment and a good working knowledge of regulatory change requirements.

Required Knowledge & Skills

• Experience working within a business analysis/consulting role.
• Ability to establish a continuous improvement and capability development environment.
• Confident and able to take initiative in a 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.