Role Overview
The Asset Management Infrastructure division at FNZ includes a dedicated Consultancy team responsible for supporting existing wealth management clients using the FNZ Figaro platform and assisting with the onboarding of new clients. Consultants play a key role in providing expertise across the full lifecycle of client engagement, from requirement gathering through to implementation, training, and ongoing support.
Core Responsibilities
- Presenting and explaining existing FNZ capabilities to clients.
- Capturing and documenting client use cases and requirements.
- Implementing new and existing FNZ functionality on client environments.
- Demonstrating how FNZ functionality supports client regulatory obligations.
- Delivering client training programmes and facilitating knowledge transfer.
- Assisting FNZ development teams by clarifying client needs and expectations.
- Conducting internal and client‑facing documentation reviews and walkthroughs.
- Helping clients diagnose issues and providing workarounds where needed while defects are resolved.
- Providing insights to development and documentation teams on how clients use Figaro in practice.
Role Requirements
- Strong problem solvers, comfortable interpreting complexity and navigating evolving situations.
- Excellent communication skills and professional presence.
- Strong technology, analytical, and data interpretation skills.
- Thriving in environments with high levels of client and stakeholder interaction.
- Broad understanding of wealth management practices.
Team Responsibilities
- Acting as subject‑matter experts on Figaro, providing insight into system capabilities through walkthroughs, demonstrations, training sessions, and discussion of potential solutions to business requirements.
- Supporting client project processes, including the implementation of FNZ functionality and assessing the impact of changes to third‑party systems.
- Working as skilled business analysts to elicit, interpret, and document requirements for development projects—serving as the bridge between clients and development teams.
- Providing business‑as‑usual support by diagnosing user issues, explaining system behaviours, and advising on standard configuration changes and processes.
Role Responsibilities
- Serve as the primary contact for clients regarding general Figaro queries.
- Lead business analysis activities across projects, capturing and documenting stakeholder requirements.
- Support clients in deploying Figaro functionality, including recommending process changes and performing or advising on configuration and data updates.
- Act as liaison between client stakeholders and FNZ teams throughout development initiatives.
- Assist clients with daily Figaro use, including troubleshooting issues and suggesting alternative solutions.
- Provide feedback to FNZ teams on client usage patterns and future plans.
- Support the Client Relationship Manager with demos, sales activities, and other initiatives that promote adoption of Figaro and FNZ services.
Experience Required
- Experience in a consulting, analysis or development environment.
- Figaro experience is essential.
- General investment/wealth/life and/or pensions products and the markets in which FNZ and our customers operate.
- An understanding of the regulatory environment FNZ operates within.
- Proven track record in delivery/consulting environment with financial services/wealth market.
- Ability to establish 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.
- 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.
Nice to Have
- SQL skills.
#J-18808-Ljbffr…
