• Technical Training Manager - Investment Operations

    Job Locations UK-Edinburgh
    # of Openings
    Human Resources
    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 would be desirable
    • High levels of demonstrated understanding and practical application of training processes and practices would be desirable.
    • 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 FinTech firm, transforming the way financial institutions serve their wealth management customers.  We partner with banks, insurers and asset managers to help consumers better achieve their financial goals.  The business has grown rapidly in recent years, as its institutional customers have used FNZ’s platform to improve transparency, choice and drive down long-term costs for consumers of wealth management products across all segments: from mass-market workplace pensions to mass-affluent and high-net-worth clients.


    Today, FNZ is responsible for over £330 billion in assets under administration (AuA) held by around 5 million customers of some of the world’s largest financial institutions, including Standard Aberdeen, Santander, Lloyds Bank, Vanguard, Generali, Barclays, Quilter, UOB, Aviva, Zurich, UBS, BNZ, Findex and FNZC. In total, FNZ partners with over 60 financial institutions across the UK, Europe, Australia, New Zealand and South-East Asia.  The company has over 1,400 employees in the UK, Czech Republic, Shanghai, Singapore, Australia and New Zealand.


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