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FNZ

Global wealth management platform for institutions

Solution Consultant - Figaro

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • Experience within a consulting, business analysis, development, or similar client-facing environment.
  • Strong knowledge and experience of the FNZ Figaro platform.
  • Experience within wealth management, investments, pensions, life insurance, or wider financial services.
  • Strong requirements-gathering and business-analysis capabilities.
  • Understanding of the regulatory environment in which FNZ and its clients operate.
  • Proven experience working directly with customers and stakeholders.
  • Strong analytical, problem-solving, and data-interpretation skills.
  • Excellent organisational, administration, and time-management skills.
  • Outstanding written and verbal communication skills.
  • Self-motivated, delivery-focused, and comfortable working independently.

Responsibilities

  • Act as the primary point of contact for clients on day-to-day Figaro queries and platform usage.
  • Present and demonstrate Figaro capabilities to clients and prospective customers.
  • Build strong relationships with client stakeholders, becoming a trusted advisor on platform functionality and best practice.
  • Support Client Relationship Managers with demonstrations, sales activities, and initiatives that promote adoption of FNZ solutions.
  • Lead business-analysis activities across client projects.
  • Facilitate workshops and discussions to elicit, analyse, and document business requirements.
  • Translate client needs into clear, structured requirements for development teams.
  • Act as the key liaison between clients and internal FNZ teams throughout delivery initiatives.
  • Support clients in implementing new and existing Figaro functionality.
  • Recommend process improvements and advise on platform configuration and data changes.
  • Assess the impact of changes to third-party systems and business processes.
  • Assist clients with troubleshooting, issue diagnosis, and identifying practical workarounds where required.
  • Deliver client training programmes and knowledge-transfer sessions.
  • Conduct documentation reviews, walkthroughs, and internal knowledge-sharing activities.
  • Provide feedback to FNZ product, development, and documentation teams on client usage patterns and emerging requirements.
  • Promote continuous improvement and contribute to enhancing client outcomes and platform adoption.

Desired Qualifications

  • SQL knowledge and experience.
  • Additional client-facing consultancy experience.
  • Experience supporting software implementations or platform-change projects.
  • Knowledge of investment operations and wealth-management processes.

About the Company

FNZ

Global wealth management platform for institutions

FNZ gives large financial institutions a single, digital wealth management platform to offer wealth services. It integrates asset management, retail banking, life insurance and private banking capabilities into one online proposition that advisers and customers access via online banking. Revenue comes from platform fees, service charges, and strategic partnerships. The company differentiates itself through its scale, breadth of integrations, and track record of helping major institutions (e.g., Aviva and Abrdn) accelerate growth and transform how wealth management is delivered. Its goal is to enable institutions to provide personalized, efficient wealth management at scale, simplifying the customer experience and improving outcomes for advisers and clients.

Company size
5,001-10,000
Company stage
Growth Equity (Venture Capital)
Total funding
$3B
Headquarters
London, United Kingdom
Founded
2003

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