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Portfolio director

Edinburgh
FNZ Group
Director
Posted: 23 September
Offer 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. This is a delivery-first role requiring a blend of strategic program oversight, operational execution, and strong client management.

Key Responsibilities:

1. 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

2. 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.

3. 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.

4. 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.

5. 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.

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