Capital Markets Proposition Consultant

The Capital Markets Proposition Consultant is a customer-facing sales-oriented role focused on clearly articulating and demonstrating the FNZ Capital Markets proposition with particular emphasis on the Syn platform.

The role works closely with Sales Product and Solution Consulting teams to support pre-sales activities and proposition development. The primary focus is on helping prospective and existing customers understand how FNZs capital markets capabilities address their business and technology objectives. Success for this role is measured by the effectiveness of pre-sales support in enabling sales revenue and positive customer outcomes for FNZ.

Specific Role

Responsibilities Sales & Pre-Sales Enablement

Support Sales teams across the full pre-sales lifecycle including early-stage customer discussions and proposition shaping.

Deliver compelling customer-appropriate Syn demonstrations.

Help customers understand FNZs capital markets value proposition and differentiators.

Lead and participate in customer-facing meetings workshops and proposition walk-throughs.

Confidently engage senior client stakeholders (commercial and technical) to represent FNZ capabilities.

Proposition & Presentation Development

Develop and maintain high-quality pre-sales presentations demos and supporting materials for FNZ Capital Markets and Syn.

Translate complex post-trade and platform concepts into clear customer-friendly narratives.

Work closely with Solution Consultants and Product Owners to ensure proposition material accurately reflects platform capabilities.

Collaborate with Marketing to ensure consistency of messaging branding and narrative across all external materials.

RFI / RFP Support

Contribute to responses for RFIs and RFPs relating to FNZ Capital Markets and Syn.

Coordinate with internal subject-matter experts to produce accurate well-structured and proposition-led responses.

Help build and maintain a reusable RFP response knowledge base including supporting the development of AI-enabled RFP response tooling.

ExperienceRequired

Essential

Strong presentation and storytelling skills with the ability to explain complex concepts clearly and confidently.

Proven experience engaging customers in a pre-sales proposition or consulting context.

Excellent written communication skills particularly for presentations and RFI/RFP responses.

Strong commercial awareness and understanding of enterprise sales cycles.

Ability to work effectively across sales product and technical teams.

Preferred

Experience in capital markets post-trade processing clearing settlement or custody.

Background in solution consulting pre-sales or proposition roles within financial services or fintech.

Familiarity with capital markets platforms (including Syn or comparable systems).

Experience contributing to structured RFI/RFP responses.

Interest or experience in applying AI tools to improve sales or bid-management processes.

FNZ Intends to comply to the EU Pay Transparency Directive. Salary ranges will be provided upon request.

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 wealths 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 worlds leading financial institutions with over US$2.4 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.