Client Director

About FNZ

FNZ Group is an established and rapidly growing company in the FinTech industry. We are transforming the way financial institutions serve their wealth management customers. Partnering with the entire financial industry to make wealth management accessible to more people. We do this by providing services that span the entire wealth management value chain, from the digital user experience, client, account, and portfolio management through to back-office trade execution, settlement, and investment/member administration.  

We partner with some of the world’s largest financial institutions, here within the APAC region this includes Colonial First State, Mason Stevens, and NAB. Today, we are responsible for over USD $1.5T in assets under administration globally, held by around 24 million customers of some of the world’s largest financial institutions. We are expanding our team of over 6,000 employees across 30+ offices globally.

The Opportunity

We are looking for an experienced Client Director to join our high performing team in either Melbourne or Sydney. In this role you will be responsible for managing service delivery to FNZ clients and customers, ensuring overall satisfaction, and driving the growth and development of customer platforms. This includes maximizing financial outcomes through enhancement fees and service revenues while maintaining high-quality service standards. You will play a crucial role in fostering strong customer relationships, supporting strategic growth initiatives, and ensuring that FNZ platform services align with customer needs and expectations.

To achieve this, the Client Director ensures the seamless delivery of FNZ platform services, including project execution, technology and business change programmes, and investment administration. You will be accountable for meeting revenue targets, adhering to contractual milestones, and upholding Group quality standards. Additionally, overseeing technology support services, ensuring compliance with agreed service levels while contributing to the strategic direction and expansion of FNZ customer platforms.

Other key responsibilities will include:  

Customer Satisfaction

• Ensure high-quality interactions with customers, achieving both quantitative and qualitative satisfaction targets set by the Group.

• Maintain strong relationships with customer senior management and ensure feedback aligns with corporate objectives.

Platform Services & Delivery

• Oversee technology and business change programmes, ensuring adherence to FNZ’s SDLC, contractual milestones, budget, and quality standards.

• Ensure product administration, custody, and technology support services meet or exceed agreed FNZ Group service standards.

Financial Performance

• Achieve budgeted revenue targets for implementation, enhancement fees, and asset servicing on a quarterly basis.

• Maintain and develop a pipeline for future implementation and enhancement fees.

Strategic Growth & Account Management

• Develop and maintain account management plans to maximise future revenues, margins, and FUM.

• Drive the achievement of committed FUM targets and create a pipeline from migrations.

• Support customer strategic development and growth initiatives.

Risk & Compliance

• Ensure accurate, regular reporting to assure regulatory compliance for both FNZ and its customers.

• Manage audits, risk events, and breaches, ensuring timely resolution and compliance with contractual/regulatory requirements.

• Provide internal risk reporting to support successful platform service delivery and financial outcomes.

What are we ideally looking for in a successful candidate? 

• 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.

• Prior success in delivering to revenue targets and growing the value of customer accounts.

• In depth knowledge of Superannuation, IDPS and Managed Accounts is preferred.

• Exceptional stakeholder management skills, especially at Executive level.

• Outstanding team communication skills, confident in dealing with internal and external clients

• Independent, self-directing 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 forward-looking approach to people management and culture, operations, technology and system development.

• Strong people leadership skills, with the ability to develop, motivate, and manage multi-disciplined teams.

• Ability to work across teams to build successful working relationships across multiple locations and team disciplines.

• Excellent written and oral communication skills.

• Experience of managing multiple projects in a commercial environment across different national and international locations.

Why should you join us?  

• A hybrid 3+2 model combining working from the office and from home.

• A competitive salary and excellent benefits, including full comprehensive health insurance, Life insurance, additional annual leave days after your first 12 months, sick days, and more.

• 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 world’s largest companies.

• We provide global career opportunities for our employees at any of our offices in the UK, Czech Republic, Australia, New Zealand, China and more.

If this role appeals to you, please apply by the 18th of May 2025.

*Please note we shortlist as we receive applications. We encourage early applications as we may withdraw advertising at any time. 

For more information, please reach out to us on [email protected].

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 over 650 financial institutions and 12,000 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.