Client Director
Core
Account Director responsible for overall success of FNZ's relationship with customers, ensuring high-quality delivery of project and operational services while maximizing revenue growth.
Role type
Senior IC Client Director (Financial Services)
Builds
Global end-to-end wealth management platform integrating technology with business and investment operations
Domain
Financial Services / Wealth Management / Fintech
Deliverable
client delivery
Required skills
client leadership, account management, relationship management, strategic customer-facing, commercial acumen, revenue growth, complex client engagement leadership, technology and business change program leadership, stakeholder management, risk monitoring, regulatory compliance management, audit and reporting management
Preferred skills
platform services, investment administration, custody, wealth management, superannuation services
Responsibilities
Act as 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 ensuring agreed service standards; Lead regular operational, strategic and executive customer reviews; Manage technology and business change programmes against milestones and budgets; Partner with internal technology, operations, delivery, risk, compliance and legal teams; Develop and maintain account plans supporting customers' strategic 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.
Seniority
Senior, hands-on IC