Solution Consultant
Solution Consultant
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Salary Not Disclosed
1 Vacancy
Job 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 programs and knowledge transfer
Platform configuration and delivering of FNZs 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 FNZs 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 FNZs 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.
Provide subject matter expertise in US tax rules as they relate to client investment accounts including support for annual tax reporting and withholding requirements.
Understand and help design solutions for clientlevel tax reporting workflows including cost basis calculations wash sales and capital gain/loss tracking.
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.
Demonstrated knowledge of US tax reporting obligations related to investment accounts (e.g. 1099B 1099DIV 1099INT).
Experience implementing or supporting cost basis and client tax reporting systems in a platform environment preferably with exposure to Maxit or similar vendor solutions.
Required Knowledge & Skills
Relevant 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 deliveryfocused environment.
Independent selfdirecting and delivery focused working style.
Superior analytical thinking. Commercially aware.
Intermediate computer skills essential.
Excellent organizational administration and time management skills.
Good team communication skills confident in dealing with internal and external clients.
Highly developed written and oral communication skills.
What FNZ offers:
A competitive base salary bonus and paid time off.
FNZ will match pension plan contributions at 150%up to 4% total Employee Contribution.
Employerpaid medical dental and vision insurance and more.
We are missionled work at the heart of a purposeled organization where you can be proud of the impact you make every day. Where youll transform the way over 20 million people invest making wealth management more accessible sustainable and transparent to more people.
Learning & development Placing emphasis on a willingness to learn to think differently to be creative and to help drive innovation.
Be part of a highly successful rapidly growing PreIPO global business that is leading the delivery of financial services via cloud computing and partners with some of the worlds largest companies;
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. Its at the heart of who we are and everything we do. Its 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.
Thats 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 longterm
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 wealths growth platform to help. We provide a global endtoend 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 12000 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.
Required Experience:
Contract
Employment Type
Full-Time
