Technical Specialist
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 provide technical support and delivery for an investment operations functional area. You will oversee service quality, operational risk, controls, regulatory compliance, change implementation, reporting, and client engagement. You will also support technical leadership, governance meetings, audits, and continuous-improvement initiatives.
Requirements
- Significant technical operations experience in the wealth management or platform industry
- Platform-industry proposition knowledge from retail clients to asset-servicing delivery
- Previous operations management experience
- Client services experience
- Extensive technical operational knowledge relevant to the functional area
- Change management experience
- Knowledge of the UK financial services and regulatory framework, including CASS, COBS, COLL, SYSC, HMRC, and tax regulations
- Knowledge of risk and compliance policies and processes in financial services
Responsibilities
- Manage day-to-day technical delivery, regulatory risk, financial risk, and team processes
- Support change delivery through implementation in line with compliance standards
- Ensure accurate, compliant service delivery and achievement of client KPIs
- Develop the team’s technical purpose and operational services
- Contribute to team strategy, action plans, targets, and change governance
- Manage error processes, including escalation, analysis, and reporting
- Deliver KPI and KRI reporting and prevent service failures through oversight
- Oversee risk management, control attestation, risk events, and breach reporting
- Implement and maintain technical operational controls to reduce errors and fraud risk
- Oversee controls for handling client assets and client money
- Ensure technical compliance with relevant legislation and regulations
- Provide technical representation during audits, client visits, and material meetings
- Lead and support the functional management team
- Provide reporting to boards and committees
- Participate in governance, corporate service, change, and release meetings
