Migration Solution Consultant

The remit of the Migration Solution Consultant is to support the asset and data migration between a client legacy platform and the FNZ platform by bridging the gap between the business requirements and the impact of Migration and the technical components. The Migration Solution Consultant will be responsible for leading our Clients through the Migration implementation ensuring the requirements from each impacted business unit have been assessed, documented, implemented and ultimately successfully delivered.

The Migration Solution Consultant will provide leadership and expertise in the following areas:

• Development of bespoke customer migration requirements.

• Business impact assessment as a result of both the migration and the implementation event

• Platform proposition impact assessment

• Regulation and advice on platform compliance.

• Customer training programs and knowledge transfer.

Specific Role Responsibilities

• The remit of the Migration Solution Consultant is to bridge the gap between the business requirements and the impact of Migration and the technical components. The Migration Solution Consultant will be responsible for leading our Clients through the Migration implementation ensuring the requirements from each impacted business unit have been assessed, documented, implemented and ultimately successfully delivered.

• The Migration Solution Consultant will provide leadership and expertise in the following areas:

• Development of bespoke customer migration requirements.

• Business impact assessment as a result of both the migration and the implementation event

• Platform proposition impact assessment

• Regulation and advice on platform compliance.

• Customer training programs and knowledge transfer.

Experience required

Preferred Industry Knowledge

• Experience in the Canadian Wealth services industry and operations functions

• Experience in a consulting, analysis or architecture environment, preferably in a migration setting.

• 5+ years of experience in a delivery/consulting environment in the financial services/wealth market

Required Knowledge & Skills

• Experience working within a business analysis / consulting role.

• Ability to establish a continuous improvement and capability development environment.

• Confident, and able to take initiative given client– and delivery-focused environment.

• Fluency in English

• 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.

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.