Role Summary
The Senior Process Analyst plays a critical role in defining and modelling future-state business processes that enable successful implementation of FNZ’s platform solutions for our clients. Operating as a subject matter expert in BPMN and end-to-end process modelling, the Senior PA translates approved requirements and solutions into accurate, scalable business process artefacts that support delivery, testing, business readiness, and operational adoption.
The Senior PA collaborates closely with Solution Consultants, Functional Leads, Product, QA, Business Readiness and client SMEs to ensure that business processes are complete, compliant, traceable, and aligned with the agreed proposition and future-state operating model. The role balances hands-on modelling expertise with leadership in methodology, deep industry knowledge, quality assurance, and capability development across the Process Analysis team.
Key Responsibilities
Process Modelling & Analysis
Produce high-quality BPMN 2.0 future-state process models at the required descriptive and analytical levels, ensuring clarity, accuracy, and adherence to methodologies.
Incorporate approved requirements, Operating Model components, system interactions, configuration considerations, business rules, and regulatory obligations into process models.
Decompose complex end-to-end journeys into repeatable and reusable sub-processes, enabling consistency and scalability across clients.
Ensure process models clearly express functional intent and provide an unambiguous foundation for QA, business readiness, and operational teams.
Traceability, Documentation & Quality
Maintain end-to-end traceability between process activities and Jira stories, functional requirements, systems, integrations, regulatory controls, outputs, and procedures.
Identify gaps, inconsistencies, or ambiguities in requirements and collaborate with Solution Consultants and Functional Leads to resolve them.
Perform quality assurance reviews of process artefacts produced by junior analysts, ensuring adherence to modelling standards and completeness.
Support QA teams by ensuring processes provide the clarity required for scenario and test case definition.
Stakeholder Collaboration & Client Engagement
Facilitate and lead process walkthroughs with internal and external stakeholders, ensuring alignment and securing approval of future-state processes.
Collaborate with Solution Consultants on clarifications that impact proposition alignment or functional design.
Work with Product Owners, Project Managers and Business Readiness teams to coordinate modelling priorities, review cycles, and delivery milestones.
Engage with client SMEs to validate operational details and ensure business processes reflect the intended operating model.
Methodology, Leadership & Continuous Improvement
Act as an SME in BPMN and modelling best practices, contributing to the evolution of modelling standards, templates, and methodologies.
Mentor and support junior Process Analysts, providing coaching, feedback, and hands-on guidance.
Drive continuous improvement in process modelling quality, efficiency, and consistency across the team.
Support Solution Consultants through detailed process analysis that informs proposition refinement, where required.
Experience & Skills Required
Required Industry Knowledge
General investment/wealth/life and/or pensions products and the markets in which FNZ and our customers operate.
FNZ Platform expertise preferred, including being an SME in at least 6 functional areas of the platform.
For the jurisdiction being hired for, an understanding of the regulatory environment FNZ operates within and a knowledge of the upcoming changes.
6+ years of experience in a delivery/consulting environment in financial services/wealth market.
5+ years of experience in business analysis or process analysis roles within the wealth management or financial services sector.
Strong understanding of Canadian wealth domain concepts, products, and operating processes; depth in multiple functional areas preferred.
Familiarity with Canadian investment product types (RRSP, TFSA, RIF, LIF, etc.) and industry service providers (exchanges, depositories, custodians).
Experience working in Agile delivery environments; comfortable with requirements management tools such as Jira and Confluence
Required Knowledge & Skills
1st class degree or equivalent experience
Experience working within a business analysis / consulting role.
Be able to evidence establishing an environment of continuous improvement and capability development.
Confident, and able to take initiative given client– and delivery-focused environment.
Independent, self-directing and delivery focused working style.
Commercially aware and able to work effectively with clients and cross-functional teams.
Intermediate computer skills essential.
Excellent organisational, administration and time management skills, with attention to detail and completeness.
Excellent written, verbal, and presentation skills, with experience facilitating stakeholder workshops.
Confident in dealing with internal and external clients.
Expert knowledge of BPMN 2.0 with at least 3 years of hands-on process modelling experience at Level 2 Analytical depth.
Ability to interpret and translate requirements into accurate and scalable process models.
Strong analytical thinking and problem-solving skills.
Ability to work independently in a delivery-focused environment while managing multiple priorities.
Preferred Skills
Experience supporting consulting engagements or platform implementation projects.
Knowledge of wealth operations, regulations and compliance frameworks.
About FNZ Culture
Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites and moves us forward. Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers and the wider world. At FNZ we know that great impact is only possible with great teamwork.
That’s why we value the strength and diversity of thought in our global team.
The FNZ Way is the cornerstone of what we do. It is comprised of four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders around the world.
Customer obsessed for the long-term
Think big and make an impact
Act now and own it all the way
Challenge, commit and win together
Read more about The FNZ Way and our values: www.fnz.com/culture
Opportunities
Right from day one, you will work alongside exceptional, multicultural teams - experts in their respective fields - who will inspire and challenge you to make your greatest impact.
Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;
Working in a flexible and agile way that meets the needs of the business and personal circumstances;
Remuneration, significant financial rewards and career advancement is based on individual contribution and business impact rather than tenure or seniority;
We provide global career opportunities for our best employees at any of our offices in the UK, EU, US, Canada, South Africa and APAC.
Commitment to Equal Opportunities
At FNZ, we recognise that diversity, equity and inclusion are important factors contributing to our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a non-discriminatory manner without regard to gender, ethnicity/race, faith, age, nationality, gender identity, sexual orientation, marital status, socio-economic background, disability or military veteran status where all applicants and employees are valued and respected.
In addition, we want to ensure accessibility needs are well supported, if you require specific support please advise us.
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$2.4 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.
FNZ Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about FNZ Group and has not been reviewed or approved by FNZ Group.
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Parental & Family Support — FNZ is described as offering 26 weeks of fully paid parental leave for both primary and secondary caregivers, alongside expanded bereavement and emergency care leave. These policies can materially increase the perceived value of the overall rewards package beyond base salary.
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Fair & Transparent Compensation — Base pay is frequently characterized as “good salary” or “nice compensation” in several markets. Paid overtime in delivery roles is also described as a meaningful boost to total earnings.
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Flexible Benefits — A flexible benefits menu is described, including options such as EV leasing, retailer discounts, and cycle-to-work offerings. This supports tailoring benefits to local needs and individual preferences where available.
FNZ Group Insights
What We Do
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 over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 20 million people from all wealth segments to invest in their future
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