Solution Consultant

FNZ Group; Vancouver; On-site; CAD 85,000 - 100,000; Full time

Job summary

A financial services firm in the Metro Vancouver area is looking for a Solution Consultant to provide expertise in asset management, lead client projects, and support junior team members. The ideal candidate has a strong background in consulting with at least 3 years of experience in the financial services sector, along with excellent analytical skills and a commitment to continuous improvement.

Qualifications

• 3+ years of experience in delivery/consulting environment in financial services/wealth market.
• Understanding regulatory environment relevant to FNZ.
• Experience in consulting, analysis or architecture environment.

Responsibilities

• Provide leadership and support for FNZ client projects.
• Document bespoke customer requirements as the solution owner.
• Provide training programmes and knowledge transfer services.

Skills

Solution and execution focus

Technology skills

Analytical skills

Data interpretation skills

Customer management

Education

1st class degree or equivalent experience

Job description

Description

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 programmes 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.

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.

Required Knowledge & Skills

1st class 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 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.