Solution Consultant CRM

Role Description

As a Solution Consultant within the Solution Consulting team, this role provides expertise in the following areas:

• Providing up to date knowledge, awareness of current trends and future direction of the Private Banking and Wealth Management industries

• Presenting & explaining existing capability

• Defining and challenging scope of a project

• Capturing & documenting customer business outcomes to create requirements, solution designs and agreeing of Joint Target Operating Models

• Platform integration design

• Business transformation support and consultancy services

• Regulations and advice on platform compliance

• Customer training programmes and knowledge transfer

• Platform configuration and delivery based on our methodology

• Analyst & Developer handovers and support

• Functional Reviews & TDD walkthroughs

• Defining business readiness processes and agreeing SLAs Defect verification

Team Responsibilities

The Solution Consulting team is responsible for providing a range of high value services to existing and potential customers.

This includes being responsible for the Platform configuration and running the Model Wealth Solution configuration process for new platform implementations, plus supporting sales team in winning & sizing new projects.

It also involves carrying out a variety of consulting assignments for existing customers and new customers in a variety of contexts, including proposition definition, TOM definition, Business transformation, customer training and knowledge transfer, and the definition of bespoke requirements where required for customer platform solutions.  

Once business outcomes are understood from clients, these must be accurately documented and fed them into the delivery process to ensure they are easily understood and precise to deliver the right outcome for our clients.

Specific Role Responsibilities

• Work with FNZ customers & internal stakeholders to help define proposition and product requirements. Provide Market expertise as required. Be an SME in the platform functionality and apply this understanding to help customers define propositions that best utilise or enhance core platform capabilities.

• Have a full understanding of a Platform Target Operating Model, including the interfaces between platform and customers operations and Investment operations. Provide advice to customers regarding best practice operating model design.

• Be an expert in the Model Wealth Solution and run the MWS Configuration process for new platform implementations, capturing all customer configuration points in service configuration documents.

• Be a propositional leader, take ownership of the client proposition and help guide them effectively to deliver platform change which is market leading.

• Have a delivery focused view to scope definition, be able to break scope items down into core and nice to have functional elements so these can be delivered over multiple releases if required.

• Document any bespoke customer requirements and translate these into platform solutions.

• Take ownership for delivering platform change to our clients, lead within the delivery team to ensure we deliver on-time and to quality.

• Provide review and quality assurance of design documentation produced for new platform solutions, ensuring the function end to end and incorporate re-use of existing functionality where possible.

• Provide training programmes and knowledge transfer services for customers.

• Provide consultancy services, as required, to other clients and projects.

Experience required

Required Industry Knowledge

• Expertise in CRM, KYC, onboarding and client lifecycle management in the private banking sector.

• Experience in a consulting, analysis or architecture environment.

• Private banking/Wealth Management/General investment products and the markets i

•  An understanding of the regulatory environment we operate within and a knowledge of the upcoming changes.

• 3+ years of experience in a delivery/consulting environment in the  financial services/wealth market.

Required Knowledge & Skills

• Experience working within a business analysis / consulting role.

• Be able to evidence establishing an environment of continuous improvement and capability development.

• Strong knowledge in database such as Oracle/MS SQL server management Studio is mandatory

• Confident, and able to take initiative given client– and delivery-focused environment.

• Independent, self-directing and delivery focused working style.

• Superior analytical thinking.

• Commercially aware.

• Intermediate computer skills essential.

• Excellent organisational, administration and time management skills.

• Good team communication skills, confident in dealing with internal and external clients.

• Highly developed written and oral communication skills.

• English fluent Mandatory. French or German fluent is a strong asset

• Willing to travel inter region on demand

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.