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 accurate daily operational processing for corporate and retail clients. You will meet service standards, maintain controls, report risks, support continuous improvement, and complete activities across functions such as data, dealing, transfers, corporate actions, settlements, payments, and 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
- Interpersonal and communication skills
Responsibilities
- Complete daily processing accurately and within deadlines
- Deliver client services in accordance with contractual KPIs and KRIs
- Maintain operational controls and report evidence of standards achieved
- Complete control attestations, risk-event reporting, and breach reporting
- Support operational transformation and continuous-improvement initiatives
- Manage static data, pricing information, and vendor data sources
- Process and monitor dealing orders, transfers, corporate actions, settlements, and payments
- Perform asset and cash reconciliations and resolve breaks
- Maintain mandatory training and continuing professional development
