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.

Specific Role Responsibilities

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 guidesfor new services

• 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

Experience 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

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. 

• We are mission-led - work at the heart of a purpose-led organization where you can be proud of the impact you make, every day. Where you’ll transform the way over 20 million people invest, making wealth management more accessible, sustainable and transparent to more people.

• Learning & development – Placing emphasis on a willingness to learn, to think differently, to be creative and to help drive innovation.

• Be part of a highly successful, rapidly growing, Pre-IPO global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;

• We provide global career opportunities for our best employees at any of our offices in the US, Canada, UK, Czech Republic, Asia, Australia or New Zealand

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 comprises four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders worldwide.

• 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. 

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.