Client Director

Posted 2 Days Ago
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Sydney, New South Wales, AUS
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Owns strategic relationships with a portfolio of financial services clients, overseeing platform, technology, operational and business change delivery. The role drives customer satisfaction, executive engagement, service performance, risk resolution and regulatory compliance while identifying cross-sell, upsell and enhancement revenue opportunities. It requires strong commercial judgment, stakeholder management, communication and leadership skills, with experience in wealth management, investment administration, custody, platforms or fintech preferred.
Summary Generated by Built In

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.


If this role appeals to you, please apply with your cover letter and CV by 23rd October 2026.


*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 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.


Skills Required

  • Experience in client leadership, account management, relationship management, or strategic customer-facing roles
  • Experience within financial services, wealth management, platforms, or fintech
  • Ability to build trusted relationships with senior executives and influence stakeholders
  • Strong commercial acumen and experience identifying growth opportunities and delivering revenue outcomes
  • Experience leading complex client engagements, technology initiatives, operational initiatives, or business change programmes
  • Strong stakeholder management skills across multiple teams
  • Track record of delivering high client satisfaction and long-term partnership success
  • Understanding of platform, investment administration, custody, wealth management, or superannuation services
  • Ability to analyse complex business challenges, mitigate risks, and make sound commercial decisions
  • Exceptional communication, presentation, and negotiation skills, including executive and Board engagement
  • Collaborative and pragmatic leadership approach with the ability to drive accountability and deliver results

FNZ Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about FNZ Group and has not been reviewed or approved by FNZ Group.

  • Parental & Family Support — FNZ is described as offering 26 weeks of fully paid parental leave for both primary and secondary caregivers, alongside expanded bereavement and emergency care leave. These policies can materially increase the perceived value of the overall rewards package beyond base salary.
  • Fair & Transparent Compensation — Base pay is frequently characterized as “good salary” or “nice compensation” in several markets. Paid overtime in delivery roles is also described as a meaningful boost to total earnings.
  • Flexible Benefits — A flexible benefits menu is described, including options such as EV leasing, retailer discounts, and cycle-to-work offerings. This supports tailoring benefits to local needs and individual preferences where available.

FNZ Group Insights

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The Company
HQ: London
4,252 Employees
Year Founded: 2003

What We Do

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

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