Technical Training Manager - Investment Operations Europe

Job Locations UK-Edinburgh
# of Openings
Human Resources (HRE)
Position Type
Permanent Full-Time

Role Description

Technical Training lead, supporting FNZ’s Asset Services operational teams across the UK and Brno, including; Asset Recs, Cash Recs, Cash Payments & Settlements, Corporate Actions, CREST, Dealing, Distributions, Investor Services, Static Data and Transfers.

Working closely with a broad level of management and business SME’s to develop, implement and oversee a technical training curriculum in line with the operational business needs.


  • Creating and delivering / coordinating a technical induction framework for all roles in asset services;
  • Full training cycle process to develop a knowledge transfer curriculum to support technical, industry and FNZ upskilling
  • Managing and overseeing Asset Services skills matrix – mitigating any gaps / issues with detailed upskilling training plans;
  • Enhancing investment lifecycle knowledge and learning materials to support ongoing development
  • reporting and MI to measure and continually demonstrate ongoing progress of targeted training activity;
  • Overseeing the FNZ T&D scheme requirements, including CPD, IOC qualifications and implementation;
  • Supporting the success and ongoing development of the Investment Operations graduate programme process and practices;
  • Ongoing training needs analysis, stakeholder management and communication to support development and high performance culture
  • Working with external suppliers and managing selection process
  • Some travel may be required for this role.

Experience Required

  • Experience working in a regulated investment operations / Asset Services environment,
  • High levels of demonstrated understanding and knowledge of industry regulations, processes and practices.
  • Experience of involvement in the training cycle process within an investment operations / asset services environment
  • High levels of demonstrated understanding and practical application of training processes and practices.
  • A recognised industry certification (IOC or applicable), as well as qualification within a business / financial discipline would be desirable. 

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