Role Description

The Business Readiness team is responsible for the provision of readiness services to the North American business support teams including Operations, Service Delivery, Production Support, Risk & Compliance, and Finance.

The role of the Business Readiness Analyst is to provide support for these services as referred to in the Specific Role Responsibilities section below and in line with relevant delivery.

Organisational Design

n/a

Team Responsibilities

Readiness activities for major new clients, jurisdictions and deliveries and ongoing support for existing clients

Specific Role Responsibilities

Business Readiness

Support readiness activities to facilitate new platform and client implementations from operational start up through migration and warranty including:

• Track readiness activities throughout delivery lifecycle
• Attend client requirement functional workshops that relate to operational activities
• Work with Project and business Subject Matter Experts (SMEs) to assess client requirements/system solution against operational capabilities and raise gaps
• Work with Project and business SMEs on development of the operating model and process catalogue for new clients or jurisdictions
• Support Project with the development of processes, documenting of process maps, and assistance in writing procedure guides for new services
• Work with Operations teams to develop acceptance test plans and creation of test cases. Monitor and report on test execution and results. Track defects through to resolution in line with release plans.
• Work with Project/Migration team and business SMEs on migrations, to define the process for in flight transactions and run sheet activities
• Assist with the creation of new user access for day 1 staff across FNZ platforms and any required 3rd party market providers
• Attend project management calls and/or host business readiness calls as relevant to the delivery
• Support business SMEs with the logging of risks into project risk tracker and raising via project management calls
• Attend post-production triage calls and assist business support teams as required
• Input into monthly Business Readiness Reporting to COO

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Experience and skill set required

• Minimum 3 years’ experience in the financial service industry
• Experience with the Canadian Wealth Services industry and operations functions
• Strong Microsoft Office Suite experience including Excel and Visio
• Experience with JIRA and Confluence
• Attitude to execute, deliver and succeed
• Analytical thinking and problem-solving abilities
• Excellent organisational / administration skills
• Confident, autonomous and able to take initiative
• Highly developed written and oral communication skills
• Ability to work under pressure to multiple firm deadlines

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About FNZ

FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers and asset managers to help people achieve their financial goals through our unique combination of technology leadership, innovation and asset servicing.

Our services enable our clients to provide best-in-class wealth management solutions to financial advisers, end-investors and the workplace. We pride ourselves on creating solutions that are flexible, transparent and scalable, reflecting the latest market, demographic and regulatory trends worldwide.

FNZ has experienced exceptional growth in the past decade, both in terms of assets-under-administration and also through the substantial expansion of our international footprint.

Today, we are responsible for over £400 billion in assets-under-administration, held by around seven million customers of some of the world’s largest financial institutions, including Standard Life Aberdeen, Barclays, Lloyds Banking Group, Aviva, Quilter, HSBC, Santander, Vanguard, Generali, Zurich, UOB, UBS, National Australia Bank and BNZ. 

In total, we partner with over 60 financial institutions globally and employ over 2,000 people in the United Kingdom, Canada, United States, Australia, New Zealand, Germany, China, Singapore, Hong Kong and the Czech Republic.

The company is owned by a combination of CDPQ-Generation, the unique sustainable equity partnership and FNZ employee shareholders.

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Opportunities

Read our Employee Value Proposition.

Find out more about FNZ by following our social channels: Youtube, LinkedIn, Facebook, Twitter, and hear what our staff have to say about working at FNZ on Glassdoor.

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 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.