Portfolio Director

FNZ; City of Edinburgh; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading fintech company in Edinburgh is seeking a Portfolio Director to oversee the delivery of fintech products. The role requires managing multiple client accounts, collaborating with cross-functional teams, and ensuring compliance with regulatory standards. Candidates should have 6–10 years of experience in fintech or related fields, along with strong project management skills. This position offers an opportunity to impact client engagement and service delivery.

Benefits

Comprehensive benefits

Professional development opportunities

Qualifications

• 6–10 years of experience in fintech, SaaS, or financial services.
• Experience managing multiple clients or programs in parallel.
• Strong influencing skills and ability to communicate complex processes.

Responsibilities

• Lead end-to-end delivery of fintech products across client accounts.
• Manage delivery teams responsible for executing client engagements.
• Collaborate with internal teams to ensure timely delivery.

Skills

Project management

Client relationship management

Data-driven decision making

Strategic planning

Education

Bachelor's degree in Business, Finance, Technology, or related field

MBA

Tools

Agile/Scrum methodologies

Prince2

PMP certification

Job description

Overview

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

• 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
• 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.
• 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.
• 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.
• 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 over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).

Together with our customers, we help over 26 million people from all wealth segments to invest in their future.