7 дней назад
Head of Client Relationships (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Head of Client Relationships (Fintech): Leading strategic client relationships and portfolio performance for a global wealth management platform with an accent on revenue growth, P&L ownership, executive engagement, and delivery governance. Focus on coaching Client Directors, aligning matrixed delivery teams, managing commercial and regulatory risks, and embedding Consumer Duty outcomes across financial services clients.
Location: Edinburgh WRS, United Kingdom
Company
provides a global, end-to-end wealth management platform combining technology with business and investment operations for regulated financial institutions.
What you will do
- Own strategic relationships, executive engagement, reputation, retention, and growth across a portfolio of key clients.
- Lead, coach, and develop Client Directors while building succession depth and a high-performance client leadership culture.
- Provide governance across change and run activities, coordinating Service Delivery Managers and Portfolio Directors on priorities, capacity, risks, and dependencies.
- Own portfolio revenue, forecasting, margin, cashflow, growth pipeline, cost-to-serve, and P&L performance.
- Partner with Product, Sales, Commercial, and Delivery leadership on propositions, roadmap priorities, new sales, migrations, and expansions.
- Oversee risk, compliance, audit, Consumer Duty governance, remediation, and assurance across the client portfolio.
Requirements
- Significant experience leading strategic client relationships, account portfolios, or customer-facing functions in financial services, technology, platforms, or outsourcing.
- Proven ownership of large-scale client portfolios, including revenue, profitability, forecasting, commercial performance, and retention.
- Experience engaging C-suite stakeholders, Boards, and senior client decision-makers.
- Experience leading and developing senior customer, commercial, or account management professionals.
- Strong commercial expertise in pricing, contract negotiations, renewals, change controls, margin management, and P&L ownership.
- Experience working in matrixed organizations and managing complex client situations, delivery recovery, transformation programs, risk, governance, and regulatory outcomes.
Nice to have
- Experience in wealth management, banking, pensions, asset management, or financial technology.
- Knowledge of FCA requirements, Consumer Duty, and customer outcome frameworks.
- Experience managing multi-client portfolios across market segments and business lines.
- Exposure to large-scale platform, outsourcing, or business transformation programs.
Culture & Benefits
- Work with a global wealth management platform serving leading financial institutions.
- Collaborate across Client, Delivery, Product, Commercial, Risk, and Compliance functions.
- Operate in a regulated environment focused on customer outcomes and responsible financial services.
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