Solution Consultant
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 help customers define propositions, products, operating models, and platform solutions. You capture business outcomes, create requirements and solution designs, configure the Model Wealth Solution, document bespoke requirements, review solution quality, provide training and knowledge transfer, advise on regulatory compliance, and support implementation handovers.
Requirements
- Experience with trading systems order management systems corporate actions or market data
- Experience in consulting analysis or architecture
- Knowledge of investment wealth life or pensions products and markets
- Understanding of the Canadian regulatory environment
- At least 3 years of experience in a financial services or wealth delivery and consulting environment
- A first-class degree or equivalent experience
- Experience in business analysis or consulting
- Evidence of continuous improvement and capability development
- Strong analytical and data interpretation skills
- Commercial awareness
- Intermediate computer skills
- Excellent organisational administration and time management skills
- Strong written verbal and team communication skills
- Ability to work independently take initiative and manage stakeholders
Responsibilities
- Define customer propositions and product requirements
- Apply platform expertise to design customer solutions
- Define platform target operating models
- Run the Model Wealth Solution configuration process
- Document customer configuration points and bespoke requirements
- Own solution delivery against bespoke requirements
- Review and quality-assure solution documentation
- Deliver customer training and knowledge transfer
- Provide consulting services to customer projects
- Advise customers on regulatory compliance
- Support analyst and developer handovers
- Conduct functional reviews and TDD walkthroughs
- Verify defects