Solution Consultant (Investment Software)

Solution Consultant (Investment Software)

Cape Town/ Jhb

Join a global platform provider in the wealth management who has partnered with hundreds of the world’s leading financial institutions.

Over 4000 employees in 21 countries, the companies’ mission is to open-up wealth, empowering all people to create wealth through personal investment, aligned with things they care about the most, on their own terms.

The organisation combines technology, infrastructure and investment operations in a single state-of-the-art platform that frees its institutional customers to create hyper-personalized and innovative products and services, that are seamlessly aligned with the needs of their clients.

Job Role

The Solution Consultant role is a key role within a team, and will provide Leadership and Expertise in the following areas:

• Provide up to date knowledge, awareness of current trends and future direction of the local Asset Management industry.
• Present & explain existing company capability.
• Define, challenge & control scope of a Project.
• Capture & document customer business outcomes to create requirements, solution designs and agreeing of Joint Target Operating Models.
• Platform integration design.
• Business transformation support and consultancy services.
• Regulation and advice on platform compliance.
• Customer training programmes and knowledge transfer.
• Platform configuration and delivering the MWS process.
• Analyst & Developer handovers and support.
• Functional Reviews & TDD walkthroughs.
• Defect verification.

Team Responsibilities:

The Team is responsible for providing a range of high value services to the company’s existing and potential customers. This includes:

• Being responsible for the Platform configuration and running the comapny Model Wealth Solution configuration process for new platform implementations, plus supporting Sales Team in winning & sizing new projects.
• 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
  • Definition of bespoke requirements where required for customer platform solutions.

Role Responsibilities:

• Provide leadership and support for your aligned company client project, building capability and providing support for more junior members of the team. Instil a spirit of continuous improvement in the team.
• Work with company customers to help define proposition and product requirements. Provide Market expertise as required. Be an SME in the company Platform functionality and apply this understanding to help customers define propositions that best utilize or enhance company core platform capabilities.
• Have a full understanding of a Platform Target Operating Model, including the interfaces between platform and customers operations and company Investment operations. Provide advice to customers regarding best practice operating model design.
• Be an expert in the Model Wealth Solution, and run the MWS Configuration process for new platform implementations, capturing all customer configuration points in service configuration documents.
• Document any bespoke customer requirements, be the solution owner to ensure these are met.
• Provide review and quality assurance of solution documentation.
• Provide training programmes and knowledge transfer services for company customers.
• Provide consultancy services, as required, to other company clients and projects.
• Have a good knowledge of the regulatory environment in which the Solution Consultant operates and provide advice and guidance to customers in respect of delivering a compliant platform.
• Be an SME in the platform market in which the company operates and provide training and support for other areas of the company business.

Requirements:

• IT/Business Degree – essential
• 3+ years experience in a Delivery/Consulting environment in the Financial Services/Wealth market.
• Experience working within a Business Analysis / Consulting role.
• Experience in a consulting, analysis or architecture environment.
• An understanding of the Financial regulatory environment

Knowledge/ Skills:

• Be able to evidence establishing an environment of continuous improvement and capability development.
• Confident, and able to take initiative given client– and delivery-focused environment.
• Independent, self-directing and delivery focused working style.
• Superior analytical thinking.
• Commercially aware.
• Intermediate computer skills essential.
• Excellent organizational, administration and time management skills.
• Good team communication skills, confident in dealing with internal and external clients.
• Highly developed written and oral communication skills.