Client Director

FNZ; Sydney; On-site; AUD 180,000 - 260,000; Full time

Benefits offered by this job

Competitive salary and staff benefits

Private medical and life insurance

Collaborative, inclusive culture

Job summary

FNZ is seeking a Senior Client/Relationship Director in Australia to own the end-to-end delivery and growth of a portfolio of financial services clients. You will lead strategic customer engagement and oversee platform services delivery.

You will partner with internal teams to ensure contractual standards, drive revenue opportunities, and maintain high client satisfaction. The role requires engaging with executives and managing complex change programmes within a fast-paced FinTech environment in

Qualifications

• Proven experience in client leadership, account management or strategic customer-facing roles within financial services, wealth platforms or fintech.
• Demonstrated ability to build trusted relationships with senior executives and influence stakeholders at all levels.
• Strong commercial acumen with experience identifying growth opportunities and delivering revenue outcomes within existing client portfolios.
• Experience leading complex client engagements including technology, operational or business change initiatives.
• Excellent stakeholder management skills with the ability to navigate competing priorities and drive outcomes across teams.
• Customer-centric mindset with track record of high client satisfaction and long-term partnerships.
• Strong understanding of platform, investment administration, custody, wealth management or superannuation services is advantageous.
• Able to analyse complex business challenges, mitigate risks and make sound commercial decisions.
• Exceptional communication, presentation and negotiation skills with executive and board-level engagement.

Responsibilities

• Act as the primary relationship owner and escalation point for a portfolio of customers.
• Build trusted relationships with senior customer stakeholders, maintaining high levels of satisfaction and engagement.
• Oversee the end-to-end delivery of platform services, ensuring project and operational delivery meets agreed service standards.
• Lead regular operational, strategic and executive customer reviews, communicating performance, priorities and roadmap developments.
• Manage technology and business change programmes against milestones, budgets and quality standards.
• Partner with internal technology, operations, delivery, risk, compliance and legal teams to ensure customer commitments are delivered.
• Develop and maintain account plans that support customers’ strategic objectives while identifying growth opportunities.
• Drive enhancement, service revenue, cross-sell and upsell opportunities across existing customer relationships.
• Monitor customer risks, service issues and regulatory obligations, ensuring actions are resolved within agreed timeframes.
• Manage customer audits, reviews and reporting requirements, including timely closure of findings and risk events.

Skills

Client leadership

Account management

Relationship management

Strategic engagement

Executive stakeholder management

Job description

Our Client Directors are accountable for the overall success of FNZ's relationship with its customers, ensuring high-quality delivery of both project and operational services while maximising revenue growth and commercial outcomes.

The role is responsible for customer satisfaction, the ongoing growth and development of customer platforms, and partnering with clients to support their strategic objectives. This includes overseeing the successful delivery of technology and business change programmes, ensuring product, investment administration, custody and technology support services meet contractual service standards, and driving enhancement and service revenue opportunities across the portfolio.

The responsibilities will include:

• Act as the primary relationship owner and escalation point for a portfolio of customers.


• Build trusted relationships with senior customer stakeholders, maintaining high levels of satisfaction and engagement.


• Oversee the end-to‑end delivery of platform services, ensuring project and operational delivery meets agreed service standards.


• Lead regular operational, strategic and executive customer reviews, communicating performance, priorities and roadmap developments.


• Manage technology and business change programmes against agreed milestones, budgets and quality standards.


• Partner with internal technology, operations, delivery, risk, compliance and legal teams to ensure customer commitments are delivered.


• Develop and maintain account plans that support customers’ strategic objectives while identifying growth opportunities.


• Drive enhancement, service revenue, cross‑sell and upsell opportunities across existing customer relationships.


• Monitor customer risks, service issues and regulatory obligations, ensuring actions are resolved within agreed timeframes.


• Manage customer audits, reviews and reporting requirements, including the timely closure of findings and risk events.

What are we ideally looking for in a successful candidate:

• Proven experience in client leadership, account management, relationship management or strategic customer‑facing roles within financial services, wealth management, platforms or fintech.


• Demonstrated ability to build trusted relationships with senior executives and influence key stakeholders at all levels.


• Strong commercial acumen, with experience identifying growth opportunities and delivering revenue outcomes within existing client portfolios.


• Experience leading complex client engagements, including large‑scale technology, operational or business change initiatives.


• Excellent stakeholder management skills, with the ability to navigate competing priorities and drive successful outcomes across multiple teams.


• A customer‑centric mindset, with a track record of delivering high levels of client satisfaction and long‑term partnership success.


• Strong understanding of platform, investment administration, custody, wealth management or superannuation services would be highly regarded.


• Ability to analyse complex business challenges, mitigate risks and make sound commercial decisions.


• Exceptional communication, presentation and negotiation skills, with confidence engaging at executive and Board level.


• A collaborative and pragmatic approach, with the ability to lead through influence, drive accountability and deliver results in a fast‑paced environment.

What is in it for you?

At FNZ, we’re reshaping the future of wealth management technology. As part of our global FinTech organisation, you’ll work in a team where your expertise makes a real impact.

This is a highly visible role that combines strategic relationship management, business growth and delivery leadership. You'll have the opportunity to shape long‑term client partnerships, identify new growth opportunities, and influence the future direction of FNZ's services within the Australian market.

Here’s what you can expect:

• Competitive salary and staff benefits


• Private medical and life insurance


• A collaborative, inclusive and supportive culture

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$2.4 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. Together with our customers, we help over 20 million people from all wealth segments to invest in their future.

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.