The Solution Consultant is a critical role within the Solution Consulting team, providing leadership, subject-matter expertise, and high-quality consulting services to FNZ’s clients. The role supports the successful design, configuration and delivery of FNZ’s platform solutions, while ensuring outcomes are aligned to customer needs, regulatory expectations and FNZ’s strategic objectives.
Key Areas of Accountability
The Solution Consultant will:
1. Maintain up-to-date knowledge of the asset management industry, including current trends and future market direction.
2. Present and clearly articulate FNZ capability to customers and internal stakeholders.
3. Define, validate and challenge project scope to ensure clarity and feasibility.
4. Capture and document customer business outcomes, translating them into requirements, solution designs and agreed Joint Target Operating Models (JTOMs).
5. Lead platform integration design activities.
6. Provide business transformation support and consulting services across a range of client initiatives.
7. Advise clients on relevant regulations and platform compliance requirements.
8. Deliver customer training programmes and facilitate knowledge transfer.
9. Configure the FNZ platform and execute the Model Wealth Solution (MWS) configuration process.
10. Support seamless handovers to Analysts and Developers.
11. Conduct functional reviews and TDD walkthroughs.
12. Define business readiness processes and agree appropriate SLAs.
13. Perform defect verification activities as part of solution assurance.
Role Profile
This role requires individuals who:
14. Are consistently solution-focused and execution-driven.
15. Can navigate complex, fast-moving environments with confidence.
16. Possess strong technology, analytical and data interpretation skills.
17. Demonstrate ownership and accountability for delivering high-quality customer outcomes.
18. Are comfortable with extensive customer and stakeholder engagement across all levels.
Team Responsibilities
The Solution Consulting team provides high-value services to both existing and prospective FNZ clients. This includes:
19. Leading platform configuration and running the FNZ Model Wealth Solution process for new implementations.
20. Supporting the sales function by sizing and shaping new project opportunities.
21. Delivering consulting assignments across proposition definition, TOM design, business transformation, training, knowledge transfer and bespoke requirements.
22. Translating client business outcomes into clear, structured documentation to support delivery teams.
23. Working closely with Business Readiness, Operations and Production Support teams to ensure compliant, robust and scalable services post-implementation.
Specific Role Responsibilities
24. Provide leadership and support for aligned client projects, building capability within the team and fostering continuous improvement.
25. Partner with customers and internal stakeholders to define proposition and product requirements, applying deep knowledge of FNZ platform capabilities.
26. Provide expert advice on platform Target Operating Models and best-practice operational design.
27. Lead the MWS configuration process and ensure all configuration points are accurately captured in service documentation.
28. Own the solution for any bespoke customer requirements, ensuring these are fully met.
29. Conduct quality assurance and peer reviews of solution documentation.
30. Deliver customer training and knowledge transfer.
31. Provide consultancy support across other FNZ clients and strategic projects.
32. Maintain strong awareness of the regulatory landscape and advise customers on compliant platform delivery.
33. Act as an SME on the platform and market, providing training and insight across the wider FNZ business.
Experience Requirements
Preferred Industry Knowledge
34. Experience in consulting, analysis or solution architecture roles.
35. Knowledge of investment, wealth, life and/or pensions products and markets.
36. FNZ Platform expertise, including SME capability in at least four functional areas.
37. Understanding of relevant regulatory environments and forthcoming changes.
38. Minimum 3+ years’ experience in a delivery or consulting role within financial services or the wealth sector.
Required Skills & Attributes
39. A first-class degree or equivalent professional experience.
40. Strong business analysis or consulting background.
41. Demonstrable experience fostering continuous improvement and capability development.
42. Confident, proactive and able to take initiative in client-focused environments.
43. Independent, self-directing and delivery-focused working style.
44. Commercial awareness with strong analytical and problem-solving skills.
45. Excellent organisational, communication and stakeholder-management skills.
46. Highly developed written and verbal communication skills.
47. Strong technical literacy and intermediate computer skills.
Closing Statement
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