Operations Officer
FNZ is a global wealth management platform provider.
Projects
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 perform daily operational processing accurately and on time, supporting corporate and retail client services. You will follow controls, manage risks and reporting, maintain required training, communicate with stakeholders, and support continuous-improvement initiatives. Depending on your functional area, you may manage data and pricing, dealing, transfers, corporate actions, settlements, payments, or reconciliations.
Requirements
- Degree or equivalent in finance, business, or a numerate discipline
- Operations experience in the wealth management or platform industry
- Client services experience
- Excel data analysis experience
- Ability to work accurately to deadlines
- Excellent interpersonal and communication skills
Responsibilities
- Process daily operational activities accurately and to quality standards
- Deliver client services in line with contractual KPIs and service standards
- Follow operational controls and report risk events, breaches, and evidence of standards
- Support continuous-improvement and operational-transformation initiatives
- Manage functional activities including data, dealing, transfers, corporate actions, settlements, payments, or reconciliations
- Investigate and resolve reconciliation variances and breaks
- Maintain mandatory training and professional development
- Communicate effectively with internal and external stakeholders
