Overview

Fantastic opportunity to join FNZ’s Solution Consulting team. The Solution Consulting team is responsible for providing a range of high value services to FNZ’s existing and potential customers. This includes platform configuration, running the FNZ Model Wealth Solution configuration process for new platform implementations, plus supporting the sales team in winning and sizing new projects. Role Description

The Solution Consultant role is a key role within the Solution Consulting team and will provide leadership and expertise in the following areas: Providing up-to-date knowledge and awareness of current trends and future direction of the local asset management industry Presenting and explaining existing FNZ capability Defining and challenging the scope of a project Capturing and documenting customer business outcomes to create requirements, solution designs and agreeing of Joint Target Operating Models Proficient in writing user stories Platform integration design Business transformation support and consultancy services Regulations and advice on platform compliance Customer training programmes and knowledge transfer Platform configuration and delivering of FNZ’s Model Wealth Solution (MWS) process Analyst & developer handovers and support Functional reviews & TDD walkthroughs Defining business readiness processes and agreeing SLAs Defect verification Specific Role Responsibilities

The role demands individuals who: Are consistently solution & execution focused Capable of dealing with complex problems & environments Have strong technology, analytical and data interpretation skills Take ownership for an outcome on behalf of a customer Comfortable with high levels of customer, stakeholder interaction & management Provide leadership and support for aligned FNZ client projects, building capability and providing support for junior members of the team.



Instill a spirit of continuous improvement in the team. Work with FNZ customers and internal stakeholders to help define proposition and product requirements. Provide market expertise as required. Be an SME in FNZ Platform functionality and apply this understanding to help customers define propositions that best utilize or enhance FNZ core platform capabilities. Have a full understanding of a platform Target Operating Model, including interfaces between platform and customer operations and FNZ 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. Document any bespoke customer requirements, be the solution owner to ensure these are met. Provide review and quality assurance of solution documentation. Provide training programmes and knowledge transfer services for FNZ customers. Provide consultancy services, as required, to other FNZ clients and projects. Have a good knowledge of the regulatory environment in which the Solution Consultant operates and provide advice and guidance to customers in respect of delivering a compliant platform. Be an SME in the platform market in which FNZ operates, and provide training and support for other areas of the FNZ business. Required Knowledge & Skills





1st class degree or equivalent experience Experience working within a business analysis/consulting role Evidence establishing an environment of continuous improvement and capability development Confident and able to take initiative in a 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 Preferred Industry Knowledge

Experience in a consulting, analysis or architecture environment General investment/wealth/life and/or pensions products and the markets in which FNZ and our customers operate FNZ Platform expertise, including being an SME in at least 4 functional areas of the platform Understanding of the regulatory environment FNZ operates within and knowledge of upcoming changes 7+ years of experience in a delivery/consulting environment in the financial services/wealth market Clearing & settlement knowledge, including post‑trade processing Hands‑on or working knowledge of DTCC, NSCC and CDS Exchange trade processing, including CNS, balance order processing, buy‑in processing, payment exchange High level understanding of major asset classes like equity, fixed income, new issues & options Corporate actions knowledge (positive to have) What FNZ Offers

A competitive base salary, bonus and paid time off FNZ will match pension plan contributions at 150% up to 4% total employee contribution Employer‑paid medical, dental and vision insurance, and more Learning & development emphasis on willingness to learn, think differently, be creative and help drive innovation

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📌 Solution Consultant - Capital Markets (Toronto)
🏢 FNZ (UK
📍 Toronto