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 manage client relationships and oversee delivery of platform services. You will be accountable for customer satisfaction, revenue outcomes, change-programme delivery, account plans, risk reporting, audits, and regulatory obligations. You will work with project, delivery, service delivery, and solution consulting colleagues to deliver services and strategic growth for customers.
Requirements
- Extensive experience in customer delivery for services, projects, or both
- Experience delivering revenue targets and growing customer account value
- Experience managing executive-level stakeholders
- Strong team communication skills
- Strategic thinking and creative problem-solving skills
- Experience implementing continuous improvement in teams
- People leadership experience with multi-disciplined teams
- Experience managing multiple projects across national and international locations
- Experience managing delivery in a commercial environment
- Excellent written and oral communication skills
- Ability to manage stakeholders at executive level
Responsibilities
- Manage FNZ’s interfaces and interactions with customers
- Achieve quantitative and qualitative customer satisfaction standards
- Lead end-to-end delivery of client change programmes
- Ensure technology and business change programmes follow FNZ’s SDLC, contractual milestones, budgets, and quality standards
- Ensure investment administration, custody, and technology support services meet contractual standards
- Deliver budgeted implementation, enhancement, asset servicing, and FUM revenue
- Develop and maintain implementation, enhancement, and migration pipelines
- Maintain account management plans to maximize revenue, margins, and FUM
- Support customers’ strategic development and growth plans
- Provide accurate regulatory and risk reporting
- Facilitate customer audits and close audit findings
- Ensure customer-related risk events and breaches are resolved within contractual or regulatory timeframes