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FNZ

Global wealth management platform for institutions

Portfolio Director

Program ManagementConfirmed live in the last 24 hours
Full-timeLondon, UKNo salary listedIn-person

About the Job

Requirements

  • Strong delivery, project, or program management experience with enterprise or fintech clients.
  • A proven track record in managing complex client portfolios and cross-functional teams.
  • Strong client-facing communication and relationship management skills in a non-sales context.
  • Ability to operate with a high degree of ownership, structure, and accountability.
  • Ability to balance strategic alignment with on-the-ground execution detail.
  • Data-driven decision-making and dashboard/reporting literacy.
  • Bachelor's degree in Business, Finance, Technology, or a related field.
  • Six to ten 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 technology-driven environment.
  • 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 in the financial services industry.
  • Knowledge and expertise in shaping programmes and projects using a variety of delivery frameworks, methodologies, and tools.
  • Very strong influencing skills and ability to communicate complex capabilities and processes clearly and coherently.
  • Experience delivering projects in an outsourced environment, liaising with multiple business units, conflicting priorities, and projects involving internal and external service providers and suppliers at the same time.

Responsibilities

  • Own 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.
  • Oversee delivery in line with budgets and expenditure, promoting a reusable suite of development in accordance with quality standards.
  • Manage delivery teams, including delivery leads, implementation managers, and analysts, who execute client engagements.
  • Drive consistency and excellence across delivery teams within the region or cluster.
  • Collaborate with internal Product, Tech, Risk, Compliance, and Customer Ops teams to ensure smooth and timely delivery.
  • Escalate and resolve delivery challenges swiftly while maintaining strong client communication.
  • Identify recurring issues, process inefficiencies, and delivery gaps, and implement solutions to improve delivery capability and scalability.
  • Champion standardization of delivery practices across accounts and regions.
  • Ensure all client engagements meet internal compliance and regulatory standards.
  • Proactively manage delivery risks and dependencies across accounts.

Desired Qualifications

  • An MBA.
  • Certifications such as PMP, Prince2, or Agile/Scrum.

About the Company

FNZ

Global wealth management platform for institutions

FNZ gives large financial institutions a single, digital wealth management platform to offer wealth services. It integrates asset management, retail banking, life insurance and private banking capabilities into one online proposition that advisers and customers access via online banking. Revenue comes from platform fees, service charges, and strategic partnerships. The company differentiates itself through its scale, breadth of integrations, and track record of helping major institutions (e.g., Aviva and Abrdn) accelerate growth and transform how wealth management is delivered. Its goal is to enable institutions to provide personalized, efficient wealth management at scale, simplifying the customer experience and improving outcomes for advisers and clients.

Company size
5,001-10,000
Company stage
Growth Equity (Venture Capital)
Total funding
$3B
Headquarters
London, United Kingdom
Founded
2003

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