Martin Smith
Senior Consultant at FNZ (formerly JHC)- Claim this Profile
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Bio
Roy Edwards
I have known Martin for 8 years and have worked directly with him on two large scale implementation projects, as well as a number of smaller projects. Whilst both of these projects were challenging, Martin’s ability to analyse any issue and to obtain buy-in from senior stakeholders and operational SMEs alike proved crucial in ensuring project deliverables were met and, more importantly, had operational buy-in. His detailed knowledge of operational areas, especially front office and corporate actions, his wider business knowledge and his supportive and friendly manner ensures he is comfortable in all environments – from Board to shop floor. His approach to problem-solving, his detailed understanding of Systems and how they relate to Operations were key to resolving a number of key issues that may otherwise have required software development. His understanding of Wealth Management operations, systems and processes mean he will add value in any environment and I would be delighted to work alongside him again.
Roy Edwards
I have known Martin for 8 years and have worked directly with him on two large scale implementation projects, as well as a number of smaller projects. Whilst both of these projects were challenging, Martin’s ability to analyse any issue and to obtain buy-in from senior stakeholders and operational SMEs alike proved crucial in ensuring project deliverables were met and, more importantly, had operational buy-in. His detailed knowledge of operational areas, especially front office and corporate actions, his wider business knowledge and his supportive and friendly manner ensures he is comfortable in all environments – from Board to shop floor. His approach to problem-solving, his detailed understanding of Systems and how they relate to Operations were key to resolving a number of key issues that may otherwise have required software development. His understanding of Wealth Management operations, systems and processes mean he will add value in any environment and I would be delighted to work alongside him again.
Roy Edwards
I have known Martin for 8 years and have worked directly with him on two large scale implementation projects, as well as a number of smaller projects. Whilst both of these projects were challenging, Martin’s ability to analyse any issue and to obtain buy-in from senior stakeholders and operational SMEs alike proved crucial in ensuring project deliverables were met and, more importantly, had operational buy-in. His detailed knowledge of operational areas, especially front office and corporate actions, his wider business knowledge and his supportive and friendly manner ensures he is comfortable in all environments – from Board to shop floor. His approach to problem-solving, his detailed understanding of Systems and how they relate to Operations were key to resolving a number of key issues that may otherwise have required software development. His understanding of Wealth Management operations, systems and processes mean he will add value in any environment and I would be delighted to work alongside him again.
Roy Edwards
I have known Martin for 8 years and have worked directly with him on two large scale implementation projects, as well as a number of smaller projects. Whilst both of these projects were challenging, Martin’s ability to analyse any issue and to obtain buy-in from senior stakeholders and operational SMEs alike proved crucial in ensuring project deliverables were met and, more importantly, had operational buy-in. His detailed knowledge of operational areas, especially front office and corporate actions, his wider business knowledge and his supportive and friendly manner ensures he is comfortable in all environments – from Board to shop floor. His approach to problem-solving, his detailed understanding of Systems and how they relate to Operations were key to resolving a number of key issues that may otherwise have required software development. His understanding of Wealth Management operations, systems and processes mean he will add value in any environment and I would be delighted to work alongside him again.
Credentials
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City and Guilds 236 Part 1 and 2
City and Guilds
Experience
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FNZ (formerly JHC)
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United Kingdom
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Financial Services
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100 - 200 Employee
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Senior Consultant
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Mar 2023 - Present
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FINANCIAL IMPLEMENTATION SOLUTIONS
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Various locations around the world
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Business Change PM/Manager
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Apr 2010 - Present
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Focus Business Solutions Limited
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United Kingdom
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IT Services and IT Consulting
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1 - 100 Employee
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Lead Implementation Consultant
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Jan 2022 - Jan 2023
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Smith & Williamson
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United Kingdom
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Financial Services
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400 - 500 Employee
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Implementation Consultant/BA
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Jan 2020 - Dec 2021
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Alliance Trust Savings
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United Kingdom
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Financial Services
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1 - 100 Employee
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Senior Figaro SME Consultant
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Sep 2017 - Dec 2018
I co-led the upgrade of a portfolio management system in order to maintain a multi-million pound business line worth in excess of £2m, including the approach to the testing and implementation of the upgrade, reducing implementation costs in excess of £120k. I also led that system streams mitigation of MiFID II and GDPR regulatory risk avoiding reputational damage and potential fines up to £100k I co-led the upgrade of a portfolio management system in order to maintain a multi-million pound business line worth in excess of £2m, including the approach to the testing and implementation of the upgrade, reducing implementation costs in excess of £120k. I also led that system streams mitigation of MiFID II and GDPR regulatory risk avoiding reputational damage and potential fines up to £100k
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F-i-Solutions limited
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Colchester- City
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Senior PM
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Jan 2017 - Jun 2017
Project managed delivery of a new trading program within an execution platform for the currencies/FX sector of Financial Services. Project managed delivery of a new trading program within an execution platform for the currencies/FX sector of Financial Services.
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LGT Wealth Management
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United Kingdom
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Financial Services
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300 - 400 Employee
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Business Change Manager / Consultant
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Jun 2016 - Dec 2016
Engaged by the COO and Board to address issues such as using a third party portfolio management system incorrectly and a lack of formal change management protocol without any business change facility. I identified quick wins and created a roadmap and patented FIS “travel plan” that the client could use while providing usual stakeholder management in respect of the various operational business streams. Began to formulate and deliver a change management process with the head of Ops and other business leads. Result: I immediately increased potential STP from 0% to 100% by documenting what process should be adopted increasing potential headline trading volumes from 600 Trades pd to in excess of 10,000 pd without the need for increased headcount. I then delivered Calastone trading on time and on budget reducing operational and third party implementation cost by in excess of £30k. I delivered a change process that the new business change manager could use and gave the COO and board confidence in respect of driving business change forward. Show less
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Societe Generale
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France
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Banking
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700 & Above Employee
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Senior SME/BA
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Mar 2015 - Feb 2016
Consulting SME for Soc Gen on their Implementation of a Portfolio Management System Consulting SME for Soc Gen on their Implementation of a Portfolio Management System
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Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)
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United Kingdom
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Investment Management
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400 - 500 Employee
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Programme Project Manager
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Jul 2014 - Mar 2015
Consulting Canaccord on their implementation of Avaloq, Including consulting in respect of CREST mandatory trialling (successfully completed) and SWIFT trialling (again successfully completed) along with third party testing including BoNY, Clearstream, Fidessa, Blooomberg and Clearstream Vestima along with Euroclear. BPP and IGT training for staff then go live support in Guernsey as well as London. Consulting Canaccord on their implementation of Avaloq, Including consulting in respect of CREST mandatory trialling (successfully completed) and SWIFT trialling (again successfully completed) along with third party testing including BoNY, Clearstream, Fidessa, Blooomberg and Clearstream Vestima along with Euroclear. BPP and IGT training for staff then go live support in Guernsey as well as London.
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RBC Brewin Dolphin
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United Kingdom
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Financial Services
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700 & Above Employee
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Senior SME PM/BA
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Sep 2012 - Jul 2014
Consulting in respect of an implementation of JHC Figaro and drive to a Target Operating Model Consulting in respect of an implementation of JHC Figaro and drive to a Target Operating Model
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BNY Mellon
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United States
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Financial Services
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700 & Above Employee
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Consultant BA For Business Change
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Jan 2012 - Jun 2012
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JPM Asset Management
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London, New York
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Snr Project Manager
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Nov 2010 - Nov 2011
Implementing a global CRM solution (Salesforce). Coordinating the UAT for phase 1 and phase 2 of the release, covering the APAC, EMEA and AMERICAS regions Implementing a global CRM solution (Salesforce). Coordinating the UAT for phase 1 and phase 2 of the release, covering the APAC, EMEA and AMERICAS regions
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State Street
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United States
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Financial Services
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700 & Above Employee
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Snr Project Manager for Business Change
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2006 - 2010
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Project Manager for European Operations
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2001 - 2005
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Head of UK Corporate Actions/Deputy Head Nominees
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1998 - 2001
One of the initial team of 15 founders involved in the set up of Sharepeople. Dealing in all aspects of this new exciting start up I wrote the test plans that were submitted to the then SFA in respect of teh Corporate Actions processes and also helped develop the call centre knowledge of Corporate Actions One of the initial team of 15 founders involved in the set up of Sharepeople. Dealing in all aspects of this new exciting start up I wrote the test plans that were submitted to the then SFA in respect of teh Corporate Actions processes and also helped develop the call centre knowledge of Corporate Actions
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Education
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1979 - 1984
St Cedds RC School
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Community
