Client Director
FNZ is a global wealth management platform provider.
Projects
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will own senior customer relationships and act as the primary escalation point for a client portfolio. You will oversee platform-service delivery, lead operational and executive reviews, manage change programmes, and develop account plans. You will identify growth opportunities, manage risks and audits, and ensure customer commitments meet agreed standards.
Requirements
- Experience in client leadership, account management, relationship management or strategic customer-facing roles
- Financial services, wealth management, platform or fintech experience
- Senior stakeholder and executive relationship management
- Commercial acumen and experience delivering revenue outcomes
- Experience leading complex technology, operational or business change initiatives
- Stakeholder management
- Understanding of platform, investment administration, custody, wealth management or superannuation services
- Risk management
- Communication, presentation and negotiation skills
Responsibilities
- Act as the primary relationship owner and escalation point for a portfolio of customers
- Build trusted relationships with senior customer stakeholders
- Oversee end-to-end delivery of platform services against agreed service standards
- Lead operational, strategic and executive customer reviews
- Manage technology and business change programmes against agreed milestones, budgets and quality standards
- Partner with technology, operations, delivery, risk, compliance and legal teams
- Develop and maintain account plans aligned to customer objectives
- Drive enhancement, service revenue, cross-sell and upsell opportunities
- Monitor customer risks, service issues and regulatory obligations
- Manage customer audits, reviews and reporting requirements
Benefits
- Private medical insurance
- Life insurance