Business Solutions Consultant

The role of the Solution Architect within Professional Services is to design, describe and manage the functional solutions within the Securities Processing product as a back office and integrate with front office products to match with our client’s specific business requirements. In addition, the role is to ensure that our projects are clearly scoped and designed before we commence build, thereby eliminating from the delivery phase questions over if or how we can configure various Front office (Security Finance) products from Capital Markets Businesses integrating with the Back Office (Securities Processing). This will help facilitate smoother projects by reducing unexpected changes to budgets and timelines. The Solution Architect will be involved in each stage of a project to a varying degree, from the pre-contract scoping phase all the way through to go-live including participating in Project implementation as a part of Project Life cycle that includes Pre-sales support (SOW preparation, estimation of efforts), Requirement discussions with client, illustrating through flow drawings, listing configuration items, assisting to prepare implementation runbooks with Product SMEs and Business Analysts, preparation of Test plan/scenarios, assisting in Post Go Live turnover to Client Services (Operations & Support). About the team: Team has various products under its umbrella in Security finance (Front Office) and Security processing (Back office) domain. What you will be doing:

• During Presales, work with the internal/external client to confirm the scope of project and classifying exclusions, out of scope or associated complexity related items that require further study and may qualify for billable/non-billable Change requests.
• For Signed Post Sales contracts, lead prospective client scoping sessions from the Professional Services perspective.
• Prepare Project Definition Reports (PDR) and detailed Delivery Estimates as outputs of the scoping sessions.
• Support the post contract project Design phase together with the designated Lead Technical and Business Consultants from the delivery team.
• Ensuring the design is complete and sufficiently detailed to enable build. The intention is to define and document the detailed solution at this initial stage rather than leaving it until the build phase. By the end of Design Phase, we should know exactly WHAT and HOW we will do. This will also give us additional time to bring in our Solutions development or Product teams if required.
• High level engagement throughout the build phase of the project. Collaborating with the PS delivery team members, and engaging with the client, to ensure that build is in line with design.
• Continued high level engagement with the Client and FIS project teams through UAT, Parallel and Go-Live phases to validate the quality of design.
• Ongoing and post project reviews of the build with the PS delivery team to identify and understand where and why any variance from the documented design has been applied. This feedback loop will ensure that future project designs are in line with our product features/limitations.
• Collaborate with Practice Managers to assist in documentation of market best practices.
• Maintain Repository of Knowledge, oversee the content of User Manual and Release Notes
• Guide the customer in implementation best practices and manage customer expectations to ensure their success in the project.
• Analyze business and user needs and translate into proper system requirement and design specifications.
• Complete system configuration per specifications.
• Work with our partner products/modules (e.g. Securities Lending Loanet, Smart Loan, Valdi OMS, Wealth Management, Securities finance revenue, short charges, Collateral, Reserve Regulatory Reporting, Fully Paid lending, and Segregation Manager) to ensure we have a consistent and efficient integration between FIS products.
• Liaise with other internal groups such as development staff and support teams for additional interfaces and components build such as API, FIX, Transmissions, and connectivity.
• Assist and guide the customer in writing test plans and test cases to ensure testing aligns with the requirements presented.
• Conduct a variety of tests such as system, quality, and peer reviews. Ensure that the configuration is correct per the agreed upon documentation. Verify through testing that changes made to one part of the application do not impact other parts. Report and review testing results.
• Deliver and document standardized product/application training to clients.
• Provide consulting and support to clients as they configure the product.
• Support Sales and Pre-Sales
• Work with client testing team to create written test cases from business functional requirement.
• Translate written test cases in scope using existing FIS test case templates.
• Work with the Client Test Manager to review and approve the completed scripts prior to client use.
• Work with Internal Automation Test teams to assist and provide file flows, web utility navigation, and testing methodology.
• Work with technical team to assist, open and document change tickets in SNOW for implementation changes.

• Bachelor’s degree in engineering or the equivalent combination of education, training, or work experience.
• 10 - 15 years of experience in running/managing Capital Market operations.
• Need to be able to understand the full workflow for a brokerage house, how an order moves from front office OMS through the back office into a clearing system.
• Functional knowledge about the financial products to understand why the applications are needed and what they are doing
• Need to understand the client business and should be able to translate that to product implementation. Functional role should be thinking about various products in Front, Middle and back-office portfolio and how they can work together to solve client problem.
• Person with high degree of problem-solving skills and excellent communication skills.
• Good knowledge of any OMS (trade order management) system, Trade routing.
• Good knowledge of any BO system (Phase3, Broadridge etc.)
• Industry knowledge of Securities instruments
• Fixed income instruments, equities, Mutual funds, repo, reverse repo – exposure to agencies like FICC/GSCC, MBSCC, DTCC, BONY etc.
• Presales/Sales support skills
• Overall, this role would be 70-80% Functional and 20-30% Technical.
• Knowledge and understanding of financial operational and business processes.
• Knowledge of Post trade solutions
• Understanding buy and sell side workflows.
• Technical understanding of customer accounting: stock record, general ledger, margin accounting, portfolio and P&L.
• Working knowledge of broker or streetside processing: purchase, sales, segregation
• Understanding and preparing flows for variety of industry and propriety FIS files in various formats such as FIX, CSV, TXT, ASCII, PDF, and other formats.
• End-to-end software implementation experience (preferably at a software vendor)
• Understands the full IT project life cycle from requirements gathering through implementation and Go Live
• Industry experience in accounting, finance, or banking preferred.

• Exposure to Valdi
• Exposure to Global One
• Exposure to TEMMS – Trade allocations
• Exposure to Wealth Station
• Open communication and transparency
• Ability to lead and take actions and be creative.
• Anticipation and Proactivity
• Sense of initiative and ability to deliver.

• Extensive Health Benefits Program along with the Family Protection Plan
• Best-in-class career mobility options across the globe
• Award-winning learning offerings for career development
• Adaptable home - office work model
• Opportunity to work with global teams and clients