Solution Consultant CRM
Role overview
Role Description As a Senior Solution Consultant within the Solution Consulting team, this role provides expertise in the following areas: Providing up to date knowledge, awareness of current trends and future direction of the Private Banking and Wealth Management industries Presenting & explaining existing FNZ capability Defining and challenging scope of a project Capturing & documenting customer business outcomes to create requirements, solution designs and agreeing of Joint Target Operating Models Platform integration design Business transformation support and consultancy services Regulations and advice on platform compliance Customer training programmes and knowledge transfer Platform configuration and delivery based on FNZ’s methodology Analyst & Developer handovers and support Functional Reviews & TDD walkthroughs Defining business readiness processes and agreeing SLAs Defect verification On top of the above the Senior Solution Consultant role also performs and assists with: Propositional Leadership and driving product re-use across FNZ clients Training and mentoring for other solution consultants Ownership of platform solutions and ensuring they work end to end Define and rollout of new processes Strategic Roadmap production and maintenance Scope Prioritisation Backlog Set Up and Maintenance Supporting recruitment and development of new talent Supporting Project Managers in managing clients throughout the delivery cycle Supporting estimations and scheduling of build items Motivating and driving best outcomes from others on their project Supporting sales team Team Responsibilities The Solution Consulting team is responsible for providing a range of high value services to FNZ’s existing and potential customers.
This includes being responsible for the Platform configuration and running the FNZ Model Wealth Solution configuration process for new platform implementations, plus supporting sales team in winning & sizing new projects.
It also involves carrying out a variety of consulting assignments for existing customers and new customers in a variety of contexts, including proposition definition, TOM definition, Business transformation, customer training and knowledge transfer, and the definition of bespoke requirements where required for customer platform solutions.
Description
Role Description As a Senior Solution Consultant within the Solution Consulting team, this role provides expertise in the following areas: Providing up to date knowledge, awareness of current trends and future direction of the Private Banking and Wealth Management industries Presenting & explaining existing FNZ capability Defining and challenging scope of a project Capturing & documenting customer business outcomes to create requirements, solution designs and agreeing of Joint Target Operating Models Platform integration design Business transformation support and consultancy services Regulations and advice on platform compliance Customer training programmes and knowledge transfer Platform configuration and delivery based on FNZ’s methodology Analyst & Developer handovers and support Functional Reviews & TDD walkthroughs Defining business readiness processes and agreeing SLAs Defect verification On top of the above the Senior Solution Consultant role also performs and assists with: Propositional Leadership and driving product re-use across FNZ clients Training and mentoring for other solution consultants Ownership of platform solutions and ensuring they work end to end Define and rollout of new processes Strategic Roadmap production and maintenance Scope Prioritisation Backlog Set Up and Maintenance Supporting recruitment and development of new talent Supporting Project Managers in managing clients throughout the delivery cycle Supporting estimations and scheduling of build items Motivating and driving best outcomes from others on their project Supporting sales team Team Responsibilities The Solution Consulting team is responsible for providing a range of high value services to FNZ’s existing and potential customers.
This includes being responsible for the Platform configuration and running the FNZ Model Wealth Solution configuration process for new platform implementations, plus supporting sales team in winning & sizing new projects.
It also involves carrying out a variety of consulting assignments for existing customers and new customers in a variety of contexts, including proposition definition, TOM definition, Business transformation, customer training and knowledge transfer, and the definition of bespoke requirements where required for customer platform solutions.