Solution Consultant Figaro
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 advise clients on Figaro platform capabilities and best practice. You will gather and translate business requirements, support platform implementation and configuration changes, troubleshoot issues, deliver training, and share feedback on client needs.
Requirements
- Experience in a consulting, business analysis, development, or similar client-facing environment
- Knowledge and experience of the FNZ Figaro platform
- Experience in wealth management, investments, pensions, life insurance, or financial services
- Requirements gathering and business analysis capability
- Understanding of the relevant regulatory environment
- Experience working directly with customers and stakeholders
- Analytical, problem-solving, and data interpretation skills
- Organisational, administration, and time-management skills
- Written and verbal communication skills
- SQL knowledge and experience
- Experience supporting software implementations or platform change projects
- Knowledge of investment operations and wealth management processes
Responsibilities
- Act as the primary contact for client Figaro queries and platform usage
- Present and demonstrate Figaro capabilities
- Build relationships with client stakeholders and advise on platform functionality
- Support business analysis, workshops, and requirements documentation
- Translate client needs into structured requirements for development teams
- Support implementation of Figaro functionality
- Recommend process improvements and advise on platform configuration and data changes
- Assess impacts on third-party systems and business processes
- Troubleshoot issues and identify practical workarounds
- Deliver client training and knowledge-transfer sessions
- Review documentation and share knowledge internally
- Provide feedback on client usage patterns and requirements
