Role Description: The Head of EU Customer Reporting is responsible for ensuring that all end customer reporting is delivered to FNZ’s platform clients 100% on time and 100% accurate. The role will include elements of project management, operational process and control and continuous improvement.

Organizational Design: This is a new role that will report into the Head of EU Investment Operations in Czechia and will form part of the European Investment Operations Management Team. The role holder will have responsibility for a small team working closely with colleagues across Operations, Delivery, Project, Compliance across various Europe office locations. The role will also engage regularly with FNZ’s platform clients.

Team Responsibilities: Responsible for managing a team of 2-3 analysts within the wider 100 FTE European Operations team.

Specific Role Responsibilities:

· The role requires a candidate with a strong background in Operations and / or IT management with a particular focus on quality assurance

· Develop a calendar of client document deadlines and detailed run book as required

· Establish robust scenario and bulk checks for accuracy of data

· Work with IT teams to develop an effective data extraction and validation tool

· Identify and drive operational improvements with a focus on automation

· Management of a small team of 2-3 analysts

· Strong people management experience within a pressurised environment.

· Client facing role requiring the holder to represent FNZ in senior client meetings.

· Monitoring and ensuring adherence to SLA’s, KPI’s and department procedures.

· Ensuring that all work is carried out in accordance with any relevant compliance or regulatory requirements

· Liaising with other departments and clients as required.

· Manage the team’s performance to ensure adherence to team and individual objectives.

· Provision of qualitative department Management Information

· Comply with the Training and development standards

Experience required

In addition to those identified within the Specific Role Requirements section:

· Strong leadership qualities. · Ability to build and motivate high performing teams.

· Experience of building strong cross functional and multi-location relationships.

· Ability to exceed in a high volume environment with effective management of multiple simultaneous and competing objectives.

· Proactive, flexible approach to working.

· First class verbal and written communication skills.

· Self-motivated and of high integrity.

· Copes well under pressure and can deliver to deadlines.

· Good relationship building skills, both internally and externally.

· Strong attention to detail, analytical and problem solving skills.

· Commercially aware and service driven.

· Fluency in Microsoft Office (Outlook, Word, PowerPoint, Excel)

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).

Together with our customers, we help over 26 million people from all wealth segments to invest in their future.