Portfolio Director

Company: FNZ (UK) Ltd
Apply for the Portfolio Director
Location: City of Edinburgh
Job Description:

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.

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 reusable 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

  • Minimum 6–10 years of experience in fintech, SaaS, or financial services in delivery, client success, program management, or operations roles.
  • Bachelor’s degree in Business, Finance, Technology, or related field (MBA is a plus).
  • 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 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.

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Posted: June 1st, 2026