IBU Operational Support Manager

# of Openings
Transfers Agency (TRA)
Position Type
Permanent Full-Time

Role Description

This role is responsible for the first line operational relationship with Institutional Clients

The individual needs to be able to deal with all inbound operational queries and must therefore have an all-round understanding of operations from trading through settlement, distributions and reconciliations.

It is functional so whilst UK Funds would be beneficial, a solid understanding of equities or Eurobond operations would suffice.

Maintaining a consistent level of service delivery.


The FNZ Institutional team are responsible for delivering market-leading, scalable solutions to Institutional marketplace (e.g. Stock Brokers, Wealth Managers and Private Banks). The team seek to achieve ongoing revenue via a core/baselined product that is flexible to the needs of the target market allowing for solutions from dealing and custody to the full Wealth solution.

The team is also responsible for the ongoing evolution of the product and delivering enhancements to the existing client base to meet both client need and client expectation.



Specific Responsibilities


  • Dedicated operational support for multiple Institutional clients
  • Daily monitoring of client and corporate liquidity
  • Communicating with the various FNZ stakeholders on a regular basis throughout the business day as to the real time FNZ Institutional cash flow status
  • Deal with all operational queries – capable to investigate and resolve queries across all operational areas.
  • Daily communication with our internal operational teams and SME’s.
  • Production of monthly MI packs
  • Escalation point for operational issues;
  • Liaise with Cofunds Service Delivery team to discuss adherence to SLA and KPIs

Experience Required

  • First class relationship skills
  • Ability to liaise at all levels with internal and external parties
  • Thorough knowledge of the proposition being delivered
  • Working knowledge of dealing, settlement, custody and transfer agency systems and processes.

About FNZ

FNZ is a global financial technology and asset servicing provider which powers the wealth management, administration and custodian platforms for some of the world's leading financial institutions. These customers include life insurers, retail and private banks, asset and wealth managers and financial adviser groups based across the UK, Europe, Asia, Australia and New Zealand.


We believe that enhancing client engagement, lowering costs, delivering a seamless service and enabling personal solutions are key to helping people achieve their financial goals. We partner with major financial institutions to enable them to provide wealth management services to their clients across direct, intermediated and workplace channels that reflect these principles.


We develop long-term partnerships with our customers to enable them to get to market quickly with a market-leading digital proposition, transform their customer service offering and grow assets under management across multiple distribution channels.


Our customers include AMP, ANZ, Aviva, AXA Wealth, Bank of New Zealand, Fideuram Vita, HSBC, Mercer, National Australia Bank, HSBC, Santander, Santander Asset Management, Standard Life, UBS and Zurich.  In all we partner with 42 institutional customers worldwide. 


FNZ employs over 1,000 people with offices in Edinburgh, London, Bristol, Brno (Czech Republic), Shanghai, Hong Kong, Singapore, Sydney, Melbourne and Wellington.


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed