Head of Client Relationships
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 own the performance, growth, profitability, and strategic development of a portfolio of clients. You lead Client Directors, manage executive relationships, oversee delivery governance, own portfolio financial outcomes, guide account planning and growth, manage regulatory and consumer outcomes, and resolve escalations and commercial risks.
Requirements
- Significant experience leading strategic client relationships or account portfolios in a complex financial services platform technology or outsourcing environment
- Experience owning and growing large client portfolios with revenue profitability forecasting and retention accountability
- Experience engaging C-suite stakeholders boards and senior client decision-makers
- Experience leading coaching and developing senior customer commercial or account management professionals
- Strong commercial experience with pricing contract negotiations renewals change controls margin management and P&L ownership
- Experience working in matrixed organisations
- Experience managing executive escalations service recovery transformation programmes and commercial negotiations
- Ability to convert strategic objectives into measurable plans and governance
- Understanding of risk governance and regulatory requirements in financial services
- Experience using customer operational and financial data for decision-making
Responsibilities
- Own relationships and executive engagement across a client portfolio
- Set customer satisfaction relationship health and improvement plans
- Manage senior client relationships and executive escalations
- Lead strategic account planning and stakeholder engagement
- Coach and develop Client Directors
- Oversee end-to-end delivery outcomes and governance
- Align delivery priorities with client commitments and business strategy
- Own portfolio cash flow revenue margin growth and P&L performance
- Manage forecasting pipeline health pricing renewals and contract negotiations
- Partner with Product Sales and Commercial teams on propositions and growth
- Oversee risk compliance regulatory outcomes and Consumer Duty
- Manage audit interactions and closure of findings