Documentation and Training Specialist, Capital Markets
FNZ is a global wealth management platform provider.
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will design and maintain training materials, user guides, operational documentation, and an AI-enabled knowledge base for a capital markets platform. You will build learning agents and notebooks, validate knowledge with specialists, develop prompt guidance, support global stakeholders, and keep training aligned with product releases and changes.
Requirements
- Five to ten years of experience in documentation, training, knowledge management, or enablement
- Experience structuring complex information into clear learning materials
- Understanding of financial services or capital markets concepts
- Practical exposure to AI agents, notebooks, and prompt design
- Excellent written communication and instructional design skills
- Strong stakeholder engagement skills across technical and non-technical audiences
- Experience with enterprise software platforms and operational workflows
- Exposure to AI-assisted learning or support tools
- Familiarity with agile or product-led delivery models
Responsibilities
- Design, author, and maintain training materials, user guides, and operational documentation
- Own and continuously improve the Syn Assist knowledge base
- Build and maintain AI agents and notebooks for learning, onboarding, and self-service knowledge access
- Capture, validate, and curate knowledge with product owners, analysts, consultants, and subject matter experts
- Support internal and external stakeholders across multiple regions
- Back-test AI responses with subject matter experts
- Design and improve AI-enabled training experiences
- Develop prompt guidance and best practices for Copilot and Rovo
- Align documentation and training with product releases and change initiatives
- Improve time to competency as capital markets capability grows
Benefits
- Hybrid office and home working model
- Comprehensive health insurance
- Life insurance
- Additional annual leave days after the first 12 months
- Sick days