At a Glance
- Tasks: Lead delivery of fintech products and services for key client accounts.
- Company: Dynamic fintech company focused on innovation and client success.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Join a collaborative team with a focus on continuous improvement and excellence.
- Why this job: Make a real impact in the fintech space while managing exciting client projects.
- Qualifications: Experience in project management and strong client relationship skills required.
The predicted salary is between 80000 - 100000 £ 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
- 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 reusable suite of development in accordance with quality standards.
- 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.
- 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.
- 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.
- 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 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.
Portfolio Director employer: Motive Partners
As a Portfolio Director at our company, you will thrive in a dynamic and collaborative work culture that prioritises innovation and excellence in fintech delivery. We offer competitive benefits, including professional development opportunities and a commitment to employee growth, ensuring you can advance your career while making a meaningful impact on client success. Located in a vibrant region, our team enjoys a supportive environment that fosters creativity and teamwork, making us an exceptional employer for those seeking rewarding and impactful roles.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio 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 Portfolio 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.
