Client Director
Client Director
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1 Vacancy
Job Description
Role Description
The primary responsibility of the Client Director is to successfully manage the relationship between the client and FNZ and in so doing maximise the long term financial position between these. In addition they are accountable for the management of FNZs delivery to Customers.
The role is responsible for the overall satisfaction of the customer through supporting the growth and development of the customer platforms and maximising the financial outcomes delivered by the customer platform (both in enhancement fees and service revenues).
Ensuring FNZs platform services are successfully provided to Customers requires:
- Ensuring the quality of FNZs delivery to customers is of a consistently high standard (project and service delivery).
- Be responsible for delivering the revenue target for existing customers (both enhancement fee and service revenue).
- Delivering technology and business change programmes in accordance with contractually agreed milestones budgeted costs and FNZs Group quality standards.
- The product/investment administration and custody service is delivered to Customers as a minimum in accordance with the contractually agreed service standards.
- The technology support service being delivered as a minimum in accordance with the contractually agreed service standards and FNZs Group quality standards.
- Supporting and help shape Customers strategic development and growth objectives.
Specific Role Responsibilities
Customer Satisfaction
- Accountable for all FNZs interfaces & interactions with Customers;
- Accountable for and achieves quantitative customer satisfaction standards in accordance with FNZ Group objectives;
- Accountable for and achieves qualitative satisfaction standards via the feedback of Customers senior management to FNZ senior management (Group CEO Regional CEO and Group COO).
Delivery Management
- Take accountability and be actively involved in the endtoend delivery of each client change programme. Work closely with the Project Management team to ensure each programme is delivered successfully ontime and to the required quality level.
- Ensure there is effective management of technology and business change programmes in accordance with FNZs SDLC;
- Deliver technology and business change programmes in accordance with contractually agreed milestones budgeted costs and FNZs Group quality standards;
Platform Services
- Accountable for ensuring the product/investment administration and custody service is delivered to Customers as a minimum in accordance with the contractually agreed service standards;
- Accountable for ensuring the technology support service being delivered as a minimum in accordance with the contractually agreed service standards and FNZs Group quality standards.
Financial Outcomes
- Accountable for achievement on a quarter by quarter basis of budgeted revenue for all Implementation and Enhancement fees related to Customers;
- Accountable for achievement on a quarter by quarter basis of budgeted levels of FUM and Asset Servicing Fees revenue for Customers;
- Accountable for the development and maintenance of an Implementation and Enhancement Fee pipeline for Customers.
Strategic Outcomes
- Accountable for the ongoing development and maintenance of an account management plan to ensure future FNZ revenues margins and FUM from Customers are maximised;
- Accountable for the achievement of budgeted levels of Committed FUM for Customers;
- Accountable for the development and creation of a Committed FUM pipeline from migrations;
- Responsible for supporting and help shape the Customers strategic development and growth plans.
Risk & Compliance Outcomes
- Responsible for ensuring Customers receive regular accurate and appropriate reporting assuring them of FNZs compliance with our regulatory obligations and to enable Customers to fulfil their regulatory obligations;
- Accountable for the successful facilitation and management of audits & reviews of FNZ carried out by Customers or their 3rd parties including the successful closure of any findings from those audits or reviews related to FNZ;
- Accountable for ensuring that Risk Events and/or Breaches related to Customers are actioned and closed within any contractual or regulatory timeframes;
- Accountable for providing regular accurate and appropriate reporting on any risks relevant to the successful delivery of the platform services to ensure the achievement of Customers & FNZs regulatory obligations;
- Accountable for providing regular accurate and appropriate internal reporting on any risks relevant to the successful delivery of the platform services to ensure the achievement of FNZs financial outcomes.
Experience required
Successful candidates are likely to have the following skills and experience:
- Extensive experience in role with responsibility for customer delivery (service or project or both) with the ability to demonstrate consistent achievement of positive customer outcomes.
- Experience of delivering to revenue targets and growing the value of customer accounts.
- Experience of managing stakeholders at Executive level.
- Outstanding team communication skills confident in dealing with internal and external clients
- Independent selfdirecting and solution focused working style.
- Ability to think strategically and problem solve creatively. Able to evidence experience of implementing a continuous improvement culture in teams they have led previously.
- Innovative and forwardlooking approach to people management and culture operations technology and system development.
- Strong people leadership skills with the ability to develop motivate and manage multidisciplined teams.
- Ability to work across teams to build successful working relationships across multiple locations and team disciplines.
- Ability to effectively manage stakeholders to Executive level.
- Excellent written and oral communication skills.
- Experience of managing multiple projects across different national and international locations.
- Experience managing delivery in a commercial environment.
About FNZ
FNZ is a global FinTech firm transforming the way financial institutions serve their wealth management customers.We partner with banks insurers and asset managers to help people achieve their financial goals through our unique combination of technology leadership innovation and asset servicing.
Our services enable our clients to provide bestinclass wealth management solutions to financial advisers endinvestors and the workplace. We pride ourselves on creating solutions that are flexible transparent and scalable reflecting the latest market demographic and regulatory trends worldwide.
FNZ has experienced exceptional growth in the past decade both in terms of assetsunderadministration and also through the substantial expansion of our international footprint.
Today we are responsible for over 700 billion in assetsunderadministration held by around 12 million customers of some of the worlds largest financial institutions including Aviva Barclays BNZ Generali HSBC Lloyds Banking Group National Australia Bank (NAB) Quilter Santander UOB Vanguard and Zurich.
In total FNZ partners with over 150 financial institutions across Europe Asia Pacific South Africa and North America and we employ around 3000 people worldwide.
The company is owned by a combination of CDPQGeneration the unique sustainable equity partnership and FNZ employee shareholders.
Opportunities
- Be part of a highly successful rapidly growing global business that is leading the delivery of financial services via cloud computing and partners with some of the worlds largest companies;
- Remuneration and career advancement is based on individual contribution and business impact rather than tenure or seniority;
- We provide significant financial rewards for high performing individuals; and
- We provide global career opportunities for our best employees at any of our offices in the UK EU US and APAC.
Additional Information
- At FNZ we recognise that diversity inclusion and accessibility are important factors for our success. We embrace the unique perspective and capabilities of our current and future employees which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a nondiscriminatory manner where all employees are valued and respected. In particular we want to ensure accessibility needs are well supported thus ensuring our recruitment process is fair and equitable for all applicants.
About FNZ
FNZ is committed to opening up wealth so that everyone everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry but complexity holds firms back.
We created wealths growth platform to help. We provide a global endtoend wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12000 wealth managers with US$1.5 trillion in assets under administration (AUA).
Together with our customers we help over 20 million people from all wealth segments to invest in their future.
Required Experience:
Director
Employment Type
Full-Time
