Solution Consultant

Solution Consultant

Requirements

• 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
• Relevant 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
• Superior analytical thinking
• Commercially aware
• Intermediate computer skills essential
• Excellent organizational, administration and time management skills
• Good team communication skills, confident in dealing with internal and external clients
• Highly developed written and oral communication skills

Responsibilities

• Provide leadership and support for your aligned FNZ client project, building capability and providing support for more junior members of the team
• Work with FNZ customers & 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 utilise or enhance FNZ core platform capabilities
• Have a full understanding of a Platform Target Operating Model
• 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
• 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 operate, and provide training and support for other areas of the FNZ business
• Provide subject matter expertise in US tax rules as they relate to client investment accounts
• Understand and help design solutions for client-level tax reporting workflows

Preferred Qualifications

• 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
• For the jurisdiction being hired for, an understanding of the regulatory environment FNZ operates within and a knowledge of the upcoming changes
• 3+ years of experience in a delivery/consulting environment in the financial services/wealth market
• Demonstrated knowledge of US tax reporting obligations related to investment accounts (e.g., 1099-B, 1099-DIV, 1099-INT)
• Experience implementing or supporting cost basis and client tax reporting systems in a platform environment, preferably with exposure to Maxit or similar vendor solutions