Senior Fenergo Technical Configurator

# Position Summary

We are seeking an experienced, hands-on Fenergo Technical Configurator at the Assistant Vice President (AVP) level to lead functional platform configuration across our global KYCX (Know Your Customer / Client Experience) technology 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 and regulatory 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 global regulatory 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 Simplified Due Diligence (SDD), Customer Due Diligence (CDD), and Enhanced Due Diligence (EDD) triggers, as well as integration points for automated 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, bank secrecy laws, 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: 10 to 13 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.

• Fenergo Hands-On Configuration: 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 branche

Education:

• Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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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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