Fenergo Technical Configurator -Vice President

Role Title: Vice President – Senior Fenergo Technical Configurator

Department: Client Lifecycle Management & KYC Technology (KYCX)

Job Function: Platform Configuration & Technical Functional Architecture

Role Type: Individual Contributor (Technical SME / Principal Configurator)

Experience Level: 12–16 Years (Banking & Financial Services)

# Position Summary

We are seeking a senior, hands-on Fenergo Technical Configurator at the Vice President level to lead the end-to-end functional platform configuration across our global KYCX (Know Your Customer / Client Experience) estate.

This is a senior Individual Contributor role. You will be responsible for the technical configuration design and hands-on implementation of client journeys, policy rule sets, dynamic document models, risk rating logic, and security entitlements within Fenergo CLM. The position requires a deep technical understanding of Fenergo's declarative framework, data model, and workflow engine to translate complex institutional compliance requirements into scalable, maintainable platform configurations without writing custom application code.

# Core Accountabilities

## 1\. Journey & Workflow Engine Configuration

• Own the technical design, configuration, and end-to-end testing of complex client lifecycle journeys across Corporate, Institutional, and Commercial Banking lines of business.

• Build and maintain workflows for Net-New Onboarding, Periodic KYC Refreshes, Event-Driven/Triggered Reviews, Material Change Ingestion, and Offboarding.

• Configure dynamic stage-gates, milestone triggers, complex decision splits, task orchestration, operational handoffs, and parallel processing branches.

• Implement SLA trackers, escalation paths, and automated fallback/exception handling mechanisms across jurisdictional booking locations.

## 2\. Policy, Risk & Regulatory Rules Setup

• Configure and maintain the Fenergo Policy Manager, Regulatory Rule Engine, and Entity Requirement Matrices across major regimes (e.g., FinCEN CDD, FATCA/CRS, EU 5MLD/6MLD, MiFID II, Dodd-Frank, MAS, HKMA, FCA).

• Set up dynamic Document Requirement Matrices, conditional document triggers, and Ultimate Beneficial Ownership (UBO) calculation rules based on entity types, ownership thresholds, and control structures.

• Configure risk scoring criteria, automated SDD/CDD/EDD triggers, and integration points for screening triggers (Sanctions, PEPs, Adverse Media).

## 3\. Entitlements, Security & Data Visibility

• Design and configure granular Role-Based Access Control (RBAC), functional permission sets, user profiles, and multi-tier approval hierarchies.

• Configure strict data segregation and entitlement rules to enforce cross-border data privacy constraints and regional booking center restrictions.

• Implement Maker-Checker (Four-Eyes principle) controls, operational segregation of duties (SoD), and compliance sign-off stage-gates.

## 4\. Data Modeling, UI Forms & Business Rules

• Configure entity data models, complex multi-tier parent-subsidiary hierarchies, fund structures, authorized signers, and related parties in Fenergo.

• Build dynamic, conditional UI forms, custom data groups, dropdown hierarchies, and field-level validation rules.

• Configure data validation rules, format masking, and conditional visibility logic across various stages of the client journey.

## 5\. Technical Governance, Packaging & Releases

• Manage configuration asset version control, configuration deltas, XML/JSON deployment packages, and migration scripts across Dev, UAT, Staging, and Production environments.

• Perform pre-release impact assessments for Fenergo core upgrades, service packs, and policy changes to ensure backward compatibility and prevent configuration regressions.

• Troubleshoot advanced configuration defects, data structure inconsistencies, and journey bottlenecks in production and pre-production environments.

# Skills & Qualifications

## Must-Have Technical Expertise (Mandatory)

• Banking & Domain Background: 12 to 15 years of solid experience in Corporate/Investment Banking or Wholesale Financial Services, with deep exposure to KYC/AML, Client Onboarding, Due Diligence (CDD/EDD), and regulatory compliance operations.

• Senior Fenergo Hands-On Experience: Demonstrable, in-depth configuration experience on enterprise Fenergo CLM platforms (v8.x, v9.x, and/or SaaS/Cloud editions).

• Fenergo Journey & Workflow Mastery: Extensive track record building and debugging complex, multi-entity journeys, stage-gates, parallel branches, and exception routing rules.

• Policy Engine & Rules Configuration: Proven hands-on capability in configuring Fenergo Policy Manager, Entity Requirements Matrix, Dynamic Document Engine, and UBO threshold rules.

• Entitlement & Access Model Setup: Direct experience configuring complex user roles, permissions, data-level visibility rules, and cross-jurisdictional entitlement frameworks.

• Entity Data Modeling: Deep expertise in configuring Fenergo data dictionaries, custom attributes, entity relationship mapping, and dynamic UI forms.

• Environment & Package Management: Hands-on experience preparing configuration packages, managing environment-specific variables, and executing zero-downtime configuration deployments across multi-tier environments.

## Nice-to-Have Skills (Preferred)

• Fenergo Certification: Fenergo Certified Product/Configuration Professional.

• API & Interface Payload Understanding: Strong functional familiarity with REST API / JSON / XML payload structures and data mapping dictionaries for integrating Fenergo with external screening engines (e.g., Fircosoft, World-Check), Core Banking, and Document Repositories.

• External Data Provider Integration: Experience configuring data enrichment lookups and connectors (e.g., Dun & Bradstreet, Bureau van Dijk/Orbis, Companies House, Refinitiv, GLEIF).

• Industry Compliance Certifications: ACAMS (CAMS) or ICA Diploma in AML/KYC.

• Agile Delivery: Experience working in JIRA/Confluence within a Scrum/SAFe technical delivery model.

# Scope & Non-Requirements

• Individual Contributor Scope: This is a dedicated technical and functional configuration role with no line management or people management responsibilities. The candidate will own technical deliverables, solution designs, and platform setup directly.

• No Software Coding Required: This role does not require software engineering or programming background (such as Java, C#, C++, Python, or web UI development). The focus is entirely on declarative platform configuration, rules engine authoring, data modeling, and workflow orchestration using Fenergo native configuration tools.

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## Job Family Group:

Technology

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## Job Family:

Applications Development

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## Time Type:

Full time

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## Most Relevant Skills

Please see the requirements listed above.

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## Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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