Portfolio Director

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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\n

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1. Portfolio & Client Delivery Oversight\n
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   • Own the delivery of products and services for multiple client accounts.
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   • Translate client roadmaps and strategic objectives into actionable delivery plans.
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   • Act as the Executive delivery point of contact for client stakeholders, ensuring alignment, transparency, and trust.
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   • Work closely with the Client Director to deliver against FNZ’s Commercial objectives.
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   • Successfully oversee delivery in line with budgets and expenditure, promoting a reusable suite of development in accordance with quality standards.
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2. Delivery Leadership\n
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   • Manage delivery teams (delivery leads, implementation managers, analysts, etc.) responsible for executing on client engagements.
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   • Drive consistency and excellence across delivery teams within the region or cluster.
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3. Cross-Functional Coordination\n
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   • Collaborate with internal teams (Product, Tech, Risk, Compliance, Customer Ops) to ensure smooth and timely delivery.
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   • Escalate and resolve delivery challenges swiftly while maintaining strong communication with clients.
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4. Continuous Improvement\n
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   • Identify recurring issues, process inefficiencies, or delivery gaps and implement solutions to improve delivery capability and scalability.
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   • Champion standardization of delivery practices across accounts and regions.
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5. Risk & Compliance Management\n
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   • Ensure all client engagements meet internal compliance and regulatory standards.
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   • Proactively manage delivery risks and dependencies across accounts.
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Key Skills & Competencies\n

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• Strong delivery/project/program management experience with enterprise or fintech clients.
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• Proven track record in managing complex client portfolios and cross-functional teams.
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• Excellent client-facing communication and relationship management skills (non-sales).
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• Ability to operate with a high degree of ownership, structure, and accountability.
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• Skilled at balancing strategic alignment with on-the-ground execution detail.
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• Data-driven decision making and dashboard/reporting literacy.
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Success Metrics\n

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• Client roadmap delivery (% on-time, % milestone success)
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• Client satisfaction & retention (NPS / CSAT)
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• Delivery efficiency (cycle time, resource utilization, resource efficiency)
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• Compliance & audit readiness
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Experience Required\n

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

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• 6–10 years of experience in fintech, SaaS, or financial services in delivery, client success, program management, or operations roles.
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• Experience managing multiple clients or programs in parallel, preferably in a regulated or tech-driven environment.
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• Certifications like PMP, Prince2, or Agile/Scrum are an advantage.
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• Extensive experience leading large multi-stream programmes in complex, multiple stakeholder, matrix managed technology environments.
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• Significant knowledge and experience of software development delivery preferably with experience in the financial services industry.
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• Knowledge and expertise of shaping programmes and projects utilizing a variety of delivery frameworks, methodologies and tools.
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• Very strong influencing skills and ability to communicate complex capability and processes in a clear and coherent way.
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• 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.
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About FNZ\n

FNZ is a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. We partner with leading financial institutions, with over US$2.4 trillion in assets on platform (AoP), and empower nearly 30 million people across all wealth segments to invest in their future.

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