At a Glance
- Tasks: Manage client relationships and ensure top-notch service delivery.
- Company: Join FNZ, a leader in wealth management technology.
- Benefits: Competitive salary, career growth, and a dynamic work environment.
- Other info: Be part of a forward-thinking team that values innovation and collaboration.
- Why this job: Make a real impact by shaping customer success and driving financial outcomes.
- Qualifications: Experience in customer delivery and strong communication skills required.
The predicted salary is between 80000 - 100000 £ per year.
The primary responsibility of the Client Director is to successfully manage the relationship between the client and FNZ, maximising the long-term financial position between these. They are accountable for the management of FNZ’s delivery to Customers, ensuring overall customer satisfaction through supporting the growth and development of customer platforms, and maximising financial outcomes delivered by the customer platform.
Ensuring FNZ’s platform services are successfully provided to Customers requires:
- Ensuring the quality of FNZ’s delivery to customers is of a consistently high standard (project and service delivery).
- Delivering the revenue target for existing customers (both enhancement fee and service revenue).
- Delivering technology and business change programmes in accordance with contractually agreed milestones, budgeted costs and FNZ’s Group quality standards.
- Ensuring the product/investment administration and custody service is delivered to Customers in accordance with the contractually agreed service standards.
- Ensuring the technology support service is delivered in accordance with the contractually agreed service standards and FNZ’s Group quality standards.
- Supporting and helping shape Customers' strategic development and growth objectives.
As this role is caught by the Certification Regime, the role holder must adhere to the FCA’s Conduct Rules and the FCA’s Fitness and Propriety Requirements.
Specific Role Responsibilities
- Customer Satisfaction: Accountable for all FNZ’s interfaces & interactions with Customers; achieves quantitative customer satisfaction standards in accordance with FNZ Group objectives; achieves qualitative satisfaction standards via feedback from Customers' senior management to FNZ senior management.
- Delivery Management: Take accountability for the end-to-end delivery of each client change programme; work closely with the Project Management team to ensure successful delivery; ensure effective management of technology and business change programmes in accordance with FNZ’s SDLC.
- Platform Services: Accountable for ensuring the product/investment administration and custody service is delivered to Customers in accordance with the contractually agreed service standards.
- Financial Outcomes: Accountable for achievement of budgeted revenue for all Implementation and Enhancement fees related to Customers; accountable for achievement of budgeted levels of FUM and Asset Servicing Fees revenue for Customers.
- Strategic Outcomes: Accountable for the ongoing development and maintenance of an account management plan to maximise future FNZ revenues, margins and FUM from Customers.
- Risk & Compliance Outcomes: Responsible for ensuring Customers receive regular, accurate and appropriate reporting assuring them of FNZ’s compliance with regulatory obligations; accountable for the successful facilitation and management of audits & reviews of FNZ carried out by Customers or their 3rd parties.
Experience required:
- Extensive experience in a role with responsibility for customer delivery (service or project or both) with a proven track record of positive customer outcomes.
- Experience of delivering to revenue targets and growing the value of customer accounts.
- Experience of managing stakeholders at Executive level.
- Outstanding team communication skills, confident in dealing with internal and external clients.
- Independent, self-directing and solution-focused working style.
- Ability to think strategically and problem-solve creatively.
- Experience of implementing a continuous improvement culture in teams previously led.
- Innovative approach to people management and culture, operations, technology and system development.
- Strong people leadership skills, with the ability to develop, motivate, and manage multi-disciplined teams.
- Ability to work across teams to build successful working relationships across multiple locations and disciplines.
- Excellent written and oral communication skills.
- Experience of managing multiple projects across different national and international locations.
- Experience managing delivery in a commercial environment.
About FNZ: FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations, partnering with the world’s leading financial institutions.
Client Director employer: Motive Partners
FNZ is an exceptional employer that prioritises employee growth and satisfaction, offering a dynamic work culture where innovation and collaboration thrive. With a commitment to professional development and a focus on delivering high-quality services to clients, employees are empowered to achieve their career goals while contributing to meaningful financial outcomes. Located in the UK, FNZ provides a unique opportunity to be part of a global wealth management platform that is transforming the industry.
StudySmarter Expert Advice🤫
We think this is how you could land Client Director
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Motive Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Director
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Motive Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Motive Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Motive Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Motive Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Motive Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Motive Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
