Service Executive
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 complete day-to-day operational processing accurately and deliver services that meet client standards. You will maintain controls, manage risks, support client assets and money processing, engage stakeholders, contribute to transformation work, and perform relevant activities across data, dealing, transfers, corporate actions, settlements, and reconciliations.
Requirements
- Finance, business, or numerate degree or equivalent
- Wealth management or platform operations experience
- Client services experience
- Excel data analysis
- Ability to work accurately to deadlines
- Interpersonal skills
- Communication skills
- Platform industry knowledge
- Operational knowledge
- Change management
- Risk and compliance knowledge
- Regulatory knowledge
Responsibilities
- Complete daily processing accurately
- Deliver services in line with client KPIs
- Provide operational services to clients and internal partners
- Engage internal and external stakeholders
- Deliver KPI and KRI requirements
- Support operational transformation initiatives
- Complete risk management and breach reporting
- Maintain operational controls
- Support processing of client assets and client money
- Maintain mandatory training
- Manage static data and pricing information
- Place and monitor orders
- Transfer platform holdings
- Process corporate actions
- Process cash transactions and settlements
- Perform asset and cash reconciliations
- Investigate and resolve reconciliation breaks