Solution Consultant

FNZ (UK) Ltd; Vancouver; On-site; CAD 90,000 - 130,000; Full time

Job summary

FNZ is seeking a Solution Consultant in Vancouver to lead client projects, capture business outcomes and design solutions across the Model Wealth Solution. You will define requirements with customers, apply market expertise, and ensure compliant platform delivery while training customers and transferring knowledge.

The role emphasizes strong analytical thinking, stakeholder interaction and delivery-focused execution within FNZ's global wealth platform context.

Qualifications

• 1st class degree or equivalent experience.
• Experience in business analysis / consulting.
• Evidence of continuous improvement and capability development.
• Client- and delivery-focused mindset.
• Independent, self-directing working style.
• Strong analytical thinking.
• Commercial awareness.
• Intermediate computer skills.
• Excellent organisational and time management.
• Strong written and oral communication.

Responsibilities

• Provide leadership and support for FNZ client projects.
• Define proposition and product requirements with customers and stakeholders.
• Provide market expertise and be an SME in FNZ Platform functionality.
• Run the MWS configuration process for new platform implementations.
• Document bespoke customer requirements and ensure delivery.
• Provide training and knowledge transfer services.
• Advise on regulatory environment and platform compliance.

Skills

Analytical thinking

Communication skills

Business analysis

Initiative

Self-directed

Team collaboration

Education

1st class degree or equivalent experience

Job description

Role 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 Trading system, order management system, corporate actions, and/or market data experience. 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. An understanding of the Canadian 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.

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 the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP). Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future. 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 the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP). Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.

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 the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP). Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.