Solution Consultant CRM
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 work with customers and internal stakeholders to define propositions and product requirements. You will document business outcomes, design platform solutions, configure implementations, support business transformation, review solution documentation, guide scope definition, lead platform changes, and provide customer training and knowledge transfer.
Requirements
- Expertise in CRM KYC onboarding and client lifecycle management in private banking
- Experience in consulting analysis or architecture environments
- Knowledge of private banking wealth management general investment products and markets
- Understanding of the regulatory environment and upcoming changes
- At least 3 years of delivery or consulting experience in financial services or wealth management
- Experience in business analysis or consulting
- Experience establishing continuous improvement and capability development
- Strong knowledge of Oracle or Microsoft SQL Server Management Studio
- Confidence and initiative in client and delivery-focused environments
- Independent self-directing and delivery-focused working style
- Superior analytical thinking
- Commercial awareness
- Intermediate computer skills
- Excellent organisational administration and time management skills
- Strong communication with internal and external clients
- Highly developed written and oral communication skills
- Fluent English
- Fluent French or German is an advantage
- Willingness to travel between regions
Responsibilities
- Define proposition and product requirements with customers and stakeholders
- Apply private banking and wealth management market expertise
- Advise on target operating model design
- Run Model Wealth Solution configuration processes
- Document customer configuration points
- Lead client proposition development
- Define and prioritise functional scope
- Document bespoke customer requirements
- Translate requirements into platform solutions
- Lead platform change delivery
- Review and quality-assure solution design documentation
- Provide consultancy services
- Deliver customer training and knowledge transfer