Team Responsibilities
- The Business Readiness Team oversee the implementation and integration of all new client projects from the new business stage through to the final live release.
- The team is responsible for the overall tracking and governance of each new project, while ensuring every business area is appropriately prepared to allow the new technology, product, or process to be incorporated with minimal impact.
- The Business Readiness team provides a vital communication link between internal/external project teams and the key FNZ business areas.
Business Readiness
- Support readiness activities to facilitate new South African platform and client implementations from operational start up through migration and warranty including:
- Provide any support needed throughout the sales phase.
- 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 process maps (where relevant) for new services.
- Support operational teams with sourcing inputs in to and creation of resource business case (where relevant).
- Work with Project/Migration team and business SMEs on migrations, to define the process for in flight transactions and run sheet activities.
- Facilitate negotiation of the Master Services Agreement SLA schedule (where relevant, in the absence of a Service Delivery Manager being appointed).
- Assist with the creation of new user access for day 1 staff across FNZ platforms and any required 3rd party market providers.
- Attend meetings with external third parties whenever required to support clients and project teams.
- Attend project management calls and/or host business readiness calls as relevant to the delivery.
- Attend internal and/or external steering committees as relevant to the delivery.
- Arrange and facilitate client workshops, internal walkthroughs, and training sessions.
- Support business SMEs with the logging of risks into project risk tracker and raising via project management calls.
- Support Operations and the Business Readiness Manager during the Acceptance Test phase, ensuring guidance pages, test environments and daily reporting is set up timely and effectively.
- Support Change Approval Board and Warranty process.
- Attend postproduction triage calls and assist business support teams as required.
- Input into monthly Service Reporting to COO.
- Minimum of 7 years experience in the financial service industry.
- Tertiary Qualification in Finance.
- Microsoft Excel (including Conditional Formatting, Date Formulas, Shared Documents and Commenting).
- Microsoft Visio or equivalent process mapping software.
- Microsoft Project or similar project planning tool.
- 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.
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 through the substantial expansion of our international footprint.
Today, we are responsible for over $1.5 trillion in assets-under-administration, held by around seven million customers of some of the worlds 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, 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.
Opportunities
- Be part of a successful company that continues to grow and expand into new markets.
- exposure to UK and SA markets and a broad range of investment products.
- career opportunities.
- Friendly, open, and motivating work environment
- Fully paid private health and life insurance plus other add on benefits.
- Fully paid training & development opportunities.
- Paid parental leave.
- Flexible working hours.
- Volunteer leave.
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 wealths 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.
