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Solution consultant

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FNZ Group

Jan 15

  • Job
    Full-time
    Mid Level
  • Consulting
    Data
  • Madrid
  • Quick Apply

AI generated summary

  • You should have a strong tech background, 3+ years in financial consulting, fluent in Spanish and English, and good problem-solving skills. Experience in FNZ and regulatory knowledge is essential.
  • You will advise clients on asset management trends, design solutions, support platform integration, lead training, ensure compliance, and facilitate continuous improvement in project teams.

Requirements

  • 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
  • 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.
  • Spanish and English fluent
  • 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.

Responsibilities

  • 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
  • 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.

FAQs

What is the primary purpose of the Solution Consultant role at FNZ?

The primary purpose of the Solution Consultant role is to provide leadership and expertise in the areas of asset management, platform integration, business transformation, compliance, and customer training, ensuring that clients achieve their desired business outcomes.

What skills are essential for a Solution Consultant?

Essential skills include strong technology and analytical skills, the ability to manage complex problems, superior communication skills, experience in consulting or analysis, and a focus on continuous improvement and capability development.

What level of experience is required for this position?

A minimum of 3 years of experience in a delivery or consulting environment within the financial services or wealth market is required, along with knowledge of investment, wealth, life, or pensions products.

Is fluency in additional languages necessary?

Yes, fluency in both Spanish and English is required for this position.

What educational background is preferred for a Solution Consultant?

A 1st class degree or equivalent experience is preferred for candidates applying for the Solution Consultant role.

Do I need expertise in specific FNZ platform areas?

Yes, candidates should have FNZ platform expertise, including being a Subject Matter Expert (SME) in at least four functional areas of the platform.

Will I be responsible for training customers?

Yes, as part of the role, you will provide training programs and knowledge transfer services for FNZ customers.

What types of projects will I be working on?

You will work on a variety of projects including new platform implementations, bespoke customer requirements, and consulting assignments across different contexts such as business transformation and operating model design.

How does the Solution Consulting team interact with other teams within FNZ?

The Solution Consulting team works closely with FNZ’s Business Readiness Team, Operations, and Production Support teams to ensure the services are delivered compliantly and reliably.

Is there an emphasis on personal development within the team?

Yes, the role encourages continuous improvement and capability development, fostering a supportive environment for the team members.

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FNZ Group

1001-5000
Employees

Mission & Purpose

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 24 million people from all wealth segments to invest in their future.