FNZ Group Logo

FNZ Group

Portfolio Director

Reposted One Month Ago
Be an Early Applicant
In-Office
London, Greater London, England, GBR
Senior level
In-Office
London, Greater London, England, GBR
Senior level
Lead end-to-end delivery of fintech products across multiple client accounts, translate client roadmaps into delivery plans, manage cross-functional delivery teams, ensure compliance and budgetary control, drive continuous improvement, and act as executive delivery liaison to clients to ensure timely, high-quality execution and client satisfaction.
The summary above was generated by AI

As a Portfolio Director, you will lead the end-to-end delivery of fintech products and services across a portfolio of key client accounts within a specific cluster or region.

You will be responsible for ensuring the timely and high-quality execution of client-specific roadmaps, coordinating cross-functional teams, and maintaining operational delivery excellence.

This is a delivery-first role requiring a blend of strategic program oversight, operational execution, and strong client management.

Key Responsibilities:

1. Portfolio & Client Delivery Oversight

  • Own the 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.

  • Successfully oversee Delivery in line with budgets and expenditure, promoting a reuseable suite of development in accordance with quality standards

2. Delivery Leadership

  • Manage delivery teams (delivery leads, implementation managers, analysts, etc.) responsible for executing on client engagements.

  • Drive consistency and excellence across delivery teams within the region or cluster.

3. Cross-Functional Coordination

  • Collaborate with internal teams (Product, Tech, Risk, Compliance, Customer Ops) to ensure smooth and timely delivery.

  • Escalate and resolve delivery challenges swiftly while maintaining strong communication with clients.

4. Continuous Improvement

  • Identify recurring issues, process inefficiencies, or delivery gaps and implement solutions to improve delivery capability and scalability.

  • Champion standardization of delivery practices across accounts and regions.

5. Risk & Compliance Management

  • Ensure all client engagements meet internal compliance and regulatory standards.

  • Proactively manage delivery risks and dependencies across accounts.

Key Skills & Competencies:

  • Strong delivery/project/program management experience with enterprise or fintech clients.

  • Proven track record in managing complex client portfolios and cross-functional teams.

  • Excellent client-facing communication and relationship management skills (non-sales).

  • Ability to operate with a high degree of ownership, structure, and accountability.

  • Skilled at balancing strategic alignment with on-the-ground execution detail.

  • Data-driven decision making and dashboard/reporting literacy.

Success Metrics:

  • Client roadmap delivery (% on-time, % milestone success)

  • Client satisfaction & retention (NPS / CSAT)

  • Delivery efficiency (cycle time, resource utilization, resource efficiency)

  • Compliance & audit readiness

Experience Required

  • Bachelor's degree in Business, Finance, Technology, or related field (MBA is a plus).

  • 6–10 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 tech-driven environment.

  • Certifications like PMP, Prince2, or Agile/Scrum are an advantage.

  • Extensive experience of leading large multi-stream programmes in complex, multiple stakeholder, matrix managed technology environments.

  • Significant knowledge and experience of software development delivery preferably with experience of the financial services industry.

  • Knowledge and expertise of shaping programmes and projects utilising a variety of delivery frameworks, methodologies and tools.

  • Very strong influencing skills and ability to communicate complex capability and processes in a clear and coherent way.

  • Experience delivering projects in an outsourced environment, liaising with multiple business units, conflicting priorities and projects (both internal and external service providers and suppliers) at the same time.


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 wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 


We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.


HQ

FNZ Group London, England Office

135 Bishopsgate, London, United Kingdom, EC2M 3TP

Similar Jobs

Yesterday
Hybrid
South Street, Kent, England, GBR
Expert/Leader
Expert/Leader
Healthtech • Biotech • Pharmaceutical
Leads the strategy, people, technical direction, governance, and delivery of data science, analytics, and AI capabilities supporting pharmaceutical R&D portfolio investment and resource-management decisions. Builds and develops multidisciplinary teams, delivers production-grade analytics applications, partners with senior stakeholders, establishes standards and data-quality practices, and promotes responsible AI in a regulated environment.
Top Skills: AIAnalyticsApplication Development FrameworksCi/CdCloud ComputingContainerizationData ScienceGenerative AiPythonR
Yesterday
Hybrid
South Street, Kent, England, GBR
Expert/Leader
Expert/Leader
Healthtech • Biotech • Pharmaceutical
Leads ViiV’s Europe and International commercial pipeline and portfolio strategy for HIV medicines. Owns asset prioritization, launch sequencing, lifecycle opportunities, investment recommendations, early commercial strategy, scenario planning, and executive governance materials. Integrates market research, competitive intelligence, epidemiology, access, policy, financial, and local-market insights to guide decisions. Influences senior cross-functional stakeholders across Commercial, Medical, Market Access, Regulatory, R&D, Finance, and local operating companies.
2 Days Ago
Hybrid
London, England, GBR
Expert/Leader
Expert/Leader
Financial Services
Leads the in-life management of a financial sponsors portfolio within Structured Finance. Responsibilities include executing and amending lending transactions, preparing credit submissions, presenting to credit committees, monitoring portfolio performance, analyzing financial statements and forecasts, conducting covenant and risk analysis, managing client relationships, supporting restructures and enhancements, ensuring regulatory compliance, and mentoring junior staff.
Top Skills: Cash Flow AnalysisCovenant CalculationsFinancial ModelingExcelPricing ModelsStress Testing

What you need to know about the London Tech Scene

London isn't just a hub for established businesses; it's also a nursery for innovation. Boasting one of the most recognized fintech ecosystems in Europe, attracting billions in investments each year, London's success has made it a go-to destination for startups looking to make their mark. Top U.K. companies like Hoptin, Moneybox and Marshmallow have already made the city their base — yet fintech is just the beginning. From healthtech to renewable energy to cybersecurity and beyond, the city's startups are breaking new ground across a range of industries.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account