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- Tasks: Lead delivery of fintech products and services for key client accounts.
- Company: Join FNZ, a global leader in wealth management technology.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Why this job: Make a real impact in the fintech industry while managing exciting client portfolios.
- Qualifications: Experience in project management and strong client relationship skills required.
- Other info: Dynamic role with excellent career advancement opportunities in a fast-paced environment.
The predicted salary is between 48000 - 72000 £ per year.
As a Portfolio Director, you will lead the end-to-end delivery of fintech products and services across a portfolio of key client accounts within a specific cluster or region. You will be responsible for ensuring the timely and high-quality execution of client-specific roadmaps, coordinating cross-functional teams, and maintaining operational delivery excellence. This is a delivery-first role requiring a blend of strategic program oversight, operational execution, and strong client management.**Key Responsibilities:**1. Portfolio & Client Delivery Oversight• Own the delivery of products and services for multiple client accounts.• Translate client roadmaps and strategic objectives into actionable delivery plans.• Act as the Executive delivery point of contact for client stakeholders, ensuring alignment, transparency, and trust.• Work closely with the Client Director to deliver against FNZ’s Commercial objectives.• Successfully oversee Delivery in line with budgets and expenditure, promoting a reuseable suite of development in accordance with quality standards2. Delivery Leadership• Manage delivery teams (delivery leads, implementation managers, analysts, etc.) responsible for executing on client engagements.• Drive consistency and excellence across delivery teams within the region or cluster.3. Cross-Functional Coordination• Collaborate with internal teams (Product, Tech, Risk, Compliance, Customer Ops) to ensure smooth and timely delivery.• Escalate and resolve delivery challenges swiftly while maintaining strong communication with clients.4. Continuous Improvement• Identify recurring issues, process inefficiencies, or delivery gaps and implement solutions to improve delivery capability and scalability.• Champion standardization of delivery practices across accounts and regions.5. Risk & Compliance Management• Ensure all client engagements meet internal compliance and regulatory standards.• Proactively manage delivery risks and dependencies across accounts.**Key Skills & Competencies:**• Strong delivery/project/program management experience with enterprise or fintech clients.• Proven track record in managing complex client portfolios and cross-functional teams.• Excellent client-facing communication and relationship management skills (non-sales).• Ability to operate with a high degree of ownership, structure, and accountability.• Skilled at balancing strategic alignment with on-the-ground execution detail.• Data-driven decision making and dashboard/reporting literacy. Success Metrics:• Client roadmap delivery (% on-time, % milestone success)• Client satisfaction & retention (NPS / CSAT)• Delivery efficiency (cycle time, resource utilization, resource efficiency)• Compliance & audit readiness**Experience required**• Bachelor\’s degree in Business, Finance, Technology, or related field (MBA is a plus).• 6–10 years of experience in fintech, SaaS, or financial services in delivery, client success, program management, or operations roles.• Experience managing multiple clients or programs in parallel, preferably in a regulated or tech-driven environment.• Certifications like PMP, Prince2, or Agile/Scrum are an advantage.• Extensive experience of leading large multi-stream programmes in complex, multiple stakeholder, matrix managed technology environments.• Significant knowledge and experience of software development delivery preferably with experience of the financial services industry.• Knowledge and expertise of shaping programmes and projects utilising a variety of delivery frameworks, methodologies and tools.• Very strong influencing skills and ability to communicate complex capability and processes in a clear and coherent way.• Experience delivering projects in an outsourced environment, liaising with multiple business units, conflicting priorities and projects (both internal and external service providers and suppliers) at the same time.*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.* #J-18808-Ljbffr
Portfolio Director employer: FNZ (Uk) Ltd
Contact Detail:
FNZ (Uk) Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Director
✨Tip Number 1
Network like a pro! Reach out to your connections in the fintech space and let them know you're on the lookout for a Portfolio Director role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your delivery management skills. Be ready to discuss how you've successfully overseen complex client portfolios and led cross-functional teams. Show them you can translate strategic objectives into actionable plans!
✨Tip Number 3
Don’t forget to showcase your client management prowess! During interviews, share specific examples of how you've built trust and maintained transparency with clients. This is key for a role that’s all about delivery excellence.
✨Tip Number 4
Finally, apply through our website! We love seeing candidates who are genuinely interested in joining us at FNZ. Make sure your application reflects your passion for fintech and your commitment to delivering top-notch results.
We think you need these skills to ace Portfolio Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the key skills and experiences mentioned in the job description. Highlight your delivery management experience and any relevant fintech projects you've worked on. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Portfolio Director role. Share specific examples of how you've successfully managed client portfolios and led cross-functional teams in the past.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure to demonstrate your excellent communication skills in your application. Whether it's through your writing style or by providing examples of client management, we want to see how you connect with stakeholders.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows your enthusiasm for joining our team at StudySmarter!
How to prepare for a job interview at FNZ (Uk) Ltd
✨Know Your Portfolio Inside Out
Before the interview, make sure you thoroughly understand the portfolio of products and services you'll be managing. Familiarise yourself with the specific client accounts and their strategic objectives. This will help you demonstrate your ability to translate client roadmaps into actionable plans during the discussion.
✨Showcase Your Delivery Leadership Skills
Be prepared to discuss your experience in managing delivery teams and driving excellence across projects. Share specific examples of how you've led cross-functional teams to overcome challenges and achieve client satisfaction. Highlight your ability to balance strategic oversight with operational execution.
✨Communicate Like a Pro
Since this role requires excellent client-facing communication skills, practice articulating complex ideas clearly and concisely. Think about how you can build trust and transparency with clients, and be ready to share instances where you've successfully managed client relationships in the past.
✨Emphasise Continuous Improvement
Prepare to discuss how you've identified and implemented solutions for process inefficiencies in previous roles. Show that you're proactive about improving delivery capabilities and can champion standardisation across teams. This will demonstrate your commitment to operational excellence and scalability.
