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- Tasks: Manage client relationships and enhance satisfaction through strategic vision and collaboration.
- Company: FNZ is a global wealth management platform, empowering clients to invest in their future.
- Benefits: Enjoy a hybrid working model, competitive salary, and opportunities for professional growth.
- Why this job: Join a dynamic team focused on innovation and making a real impact in the financial sector.
- Qualifications: Experience in relationship management or sales within tech; strong analytical and communication skills required.
- Other info: Be part of a diverse culture that values teamwork and personal growth.
The predicted salary is between 43200 - 72000 £ per year.
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Location: Edinburgh or London
Working Pattern: Hybrid
Contract Type: Permanent
Role Description
The Client Relationship Director is responsible for managing and enhancing the relationship between FNZ and its clients, ensuring long-term financial success and high-quality service delivery. This role will be responsible for creating and maintaining our clients\’ strategic vision, building strong partnerships, and implementing client relations strategies to boost satisfaction and loyalty.
Key Responsibilities
Client Relationship Management
- Develop and maintain strategic visions for both established and new clients.
- Build and sustain long-lasting, collaborative partnerships.
- Enhance client satisfaction and loyalty through comprehensive strategies.
Collaboration with Client’s Executive Team
- Gain a deep understanding of FNZ’s global business and products.
- Develop trusted relationships with UK-based clients and accountable for overall account performance.
- Serve as an escalation point for dedicated accounts.
- Create and enhance strategic roadmaps, including sales of new functionalities.
- Drive cross-functional collaboration with Sales, Commercial, Finance, Strategy & Corporate Development, Product, and Legal teams.
- Ensure delivery of strategic roadmaps in collaboration with the Delivery team.
- Maintain strong relationships with key stakeholders.
- Implement robust governance models and engagement paths.
- Align customer growth and product roadmaps with FNZ’s goals.
- Support AuA growth and servicing.
Wider Management
- Support the SDM to ensure that there is high-quality delivery of FNZ’s services to customers.
- Achieve revenue targets for existing customers.
- Support programme manager where required to ensure delivery of the technology and business change programs within agreed milestones and budgets. This document has been classified as confidential
- Support service delivery or compliance colleagues where there is an escalation or problem to be considered on compliance with service standards for product/investment administration and technology support.
- Support customers’ strategic development and growth objectives.
Regulatory Compliance
- Adhere to the FCA’s Conduct Rules and Fitness and Propriety Requirements (UK Only)
Specific Role Responsibilities
Customer Satisfaction
- Manage executive interactions with customers.
- Achieve qualitative customer satisfaction and ensure that consumers are treated fairly.
Financial Outcomes
- Ensure that the client profitability is maintained or surpassed in conjunction with the finance profitability work and associated sales opportunities.
- Achieve budgeted revenue for implementation and enhancement fees.
- Maintain an implementation and enhancement fee pipeline.
Strategic Outcomes
- Develop and maintain account management plans.
- Achieve budgeted levels of committed FUM.
- Support customers’ strategic development and growth plans.
Risk & Compliance Outcomes
- Escalation points to ensure regular, accurate reporting to customers on regulatory compliance.
- Escalation point for all audits and reviews, ensuring the team responsible execute timely closure of findings.
- Escalation point where required to ensure all report on risks relevant to platform service delivery are adhered to.
Experience Required
- Experience of achieving revenue targets and increasing the value of customer accounts.
- Experience of managing stakeholders at Executive level, with a focus on building strong, collaborative relationships.
- Independent, self-directing and solution focused working style.
- Ability to think strategically and problem solve creatively.
- FinTech / financial services sector experience is essential
- Besides strong analytical skills, being process and relationship driven, and having a methodological way of working, you need to have excellent communication skills (concise and direct) and experience of influencing a broad range of decision makers and stakeholders
- Ability to work across teams to build successful working relationships across multiple locations and team disciplines.
- Excellent business judgement, communication and interpersonal skills
- Experience in building long-lasting and trusted business partnerships
- Able to work in extremely fast-paced environment, collaboratively and autonomously
- A self-starter with a proactive and flexible working style
- Willingness and ability to travel
Minimum Qualifications
- Relationship Management/Sales role or similar within a tech firm
- Developing and fostering relationships with the c suite across wealth & asset managers, insurance and other FS institutions
- Excellent analytical, organisation and technical skills, experience within supporting a large sales or technology organisation
- Excellent written and organ communication
About FNZ Culture
Our culture is what drives us. It\’s at the heart of who we are and everything we do. It\’s what inspires, excites and moves us forward. Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers and the wider world. At FNZ we know that great impact is only possible with great teamwork.
That’s why we value the strength and diversity of thought in our global team. The FNZ Way is the cornerstone of what we do. It is comprised of four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders around the world.
- Customer obsessed for the long-term
- Think big and make an impact
- Act now and own it all the way
- Challenge, commit and win together
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$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Business Development and Sales
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Contact Detail:
FNZ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Director
✨Tip Number 1
Familiarise yourself with FNZ's business model and the specific services they offer. Understanding their global wealth management platform will help you articulate how your experience aligns with their goals during discussions.
✨Tip Number 2
Network with current or former employees of FNZ, especially those in client relationship roles. They can provide valuable insights into the company culture and expectations, which can be beneficial for your approach.
✨Tip Number 3
Prepare to discuss your experience in managing executive-level relationships. Highlight specific examples where you've successfully built partnerships and driven client satisfaction, as this is crucial for the role.
✨Tip Number 4
Stay updated on trends in the FinTech and financial services sectors. Being knowledgeable about industry developments will demonstrate your commitment and ability to contribute strategically to FNZ's objectives.
We think you need these skills to ace Client Relationship Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client relationship management, particularly within the FinTech or financial services sector. Use specific examples that demonstrate your ability to achieve revenue targets and build strong partnerships.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role at FNZ and how your skills align with their values. Mention your experience in managing executive-level relationships and your strategic approach to client satisfaction.
Showcase Your Analytical Skills: Since the role requires strong analytical skills, include examples of how you've used data to drive decisions or improve client outcomes. This will demonstrate your ability to think strategically and problem-solve creatively.
Highlight Your Communication Skills: Given the importance of communication in this role, ensure your application reflects your ability to convey information clearly and concisely. Use direct language and avoid jargon to make your points easily understandable.
How to prepare for a job interview at FNZ
✨Understand FNZ's Culture
Before your interview, take some time to research FNZ's culture and values. They emphasise teamwork, customer obsession, and making a long-term impact. Be prepared to discuss how your personal values align with theirs.
✨Showcase Your Relationship Management Skills
As a Client Relationship Director, your ability to build and maintain relationships is crucial. Prepare examples from your past experiences where you successfully managed client relationships, particularly at the executive level.
✨Demonstrate Strategic Thinking
This role requires a strategic mindset. Be ready to discuss how you've developed and implemented strategic plans in previous roles. Highlight your problem-solving skills and how you've navigated complex situations.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your ability to handle challenges in client management. Think of specific instances where you had to resolve conflicts or enhance client satisfaction, and be ready to share those stories.