* This position is a hybrid role (Office/Home location) based in Charlotte, NC *

FNZ Solutions Consulting is a dedicated & focused division within FNZ’s Delivery team, which provides Platform Consulting services to new and existing customers.   

The Solution Consultant role is a key role within this 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, challenging & controlling 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; 

Regulation and advice on platform compliance; 

Customer training programmes and knowledge transfer; 

Platform configuration and delivering the MWS process. 

Analyst & Developer handovers and support; 

Functional Reviews & TDD walkthroughs; 

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

The Solution Consulting team is responsible for providing a range of high value services to FNZ’s existing and potential customers. 

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. 

Specific Role Responsibilitie

Provide leadership and support for your aligned FNZ client project, building capability and providing support for more junior members of the team. Instill a spirit of continuous improvement in the team.

Work with FNZ customers 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.  

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. 

Opportunities 

Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies; 

Remuneration and career advancement is based on individual contribution and business impact rather than tenure or seniority; 

We provide significant financial rewards for high performing individuals; and 

We provide global career opportunities for our best employees at any of our offices in the UK, EU, US and APAC. 

Additional Information

At FNZ, we recognise that diversity, inclusion, and accessibility are important factors for our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a non-discriminatory manner where all employees are valued and respected. In particular, we want to ensure accessibility needs are well supported thus, ensuring our recruitment process is fair and equitable for all applicants. 

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 over 650 financial institutions and 12,000 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.