The Platform Change Director has primary responsibility for the management of FNZ’s delivery to Clients. They are responsible for the overall satisfaction of the Client, for supporting the Change and development of the Client platforms, and maximising the financial outcomes delivered by the Client platform supporting the Client Relationship owner terms of enhancement fees .
This means ensuring FNZ’s platform services are successfully provided to Clients by:
• Ensuring the quality of FNZ’s delivery to Clients is of a consistently high standard (project delivery).
• Support the Service Delivery Manager to ensure that there is high quality delivery of FNZ’s services to Clients.
• Be responsible for delivering the revenue target for existing Clients (for enhancement fees.
• Delivering technology and business change programmes in accordance with contractually agreed milestones, budgeted costs and FNZ’s Group quality standards.
• The technology support service being delivered, as a minimum, in accordance with the contractually agreed service standards and FNZ’s Group quality standards.
• Supporting the Client Relationship Director to shape Clients strategic development and growth objectives.
Specific Role Responsibilities
Client Satisfaction Outcomes (quantitatively measured through an annual Client satisfaction survey).
• Accountable for all FNZ’s change and development interfaces & interactions with Client
• Accountable for and achieves quantitative Client satisfaction standards in accordance with FNZ Group objectives.
• Accountable for and achieves qualitative satisfaction standards via the feedback of Clients senior management to FNZ senior management.
Platform Services Outcomes (quantitatively measured through annual project and service delivery KPIs).
• Accountable for ensuring the proper management of technology and business change programmes as they relate to the interaction with Clients in accordance with FNZ’s SDLC;
• Accountable for delivering technology and business change programmes in accordance with contractually agreed milestones, budgeted costs and FNZ’s Group quality standards;
• Accountable for ensuring the product/investment administration and custody service is delivered to Clients, as a minimum, in accordance with the contractually agreed service standards;
• Accountable for ensuring the technology support service being delivered, as a minimum, in accordance with the contractually agreed service standards and FNZ’s Group quality standards.
Financial Outcomes (quantitatively measured through performance against financial targets).
• Accountable for achievement, on a quarter by quarter basis, of budgeted revenue for all Implementation and Enhancement fees related to Clients;
• Accountable for the development and maintenance of an Implementation and Enhancement Fee pipeline for Clients.
Strategic Outcomes (quantitatively measured through forecast against 3 year financial plan).
• Accountable for the on-going change and development of an account management plan to ensure future FNZ enhancement revenues, from Clients are maximised;
• Accountable for the development to support a committed FUM pipeline from migrations;
• Responsible for supporting to help shape the Clients strategic development and growth plans.
Risk & Compliance Outcomes
• Responsible for ensuring Clients receives regular, accurate and appropriate reporting assuring them of FNZ’s compliance with our regulatory obligations and to enable Clients to fulfil their regulatory obligations.
• Accountable for the successful facilitation and management of audits & reviews of FNZ carried out by Clients or their 3rd parties including the successful closure of any findings from those audits or reviews related to FNZ;
• Accountable for ensuring that Risk Events and any Breaches related to Clients are actioned and closed within any contractual or regulatory timeframes;
• Accountable for providing regular, accurate and appropriate reporting on any risks relevant to the successful delivery of the platform services to ensure the achievement of Clients & FNZ’s regulatory obligations;
• Accountable for providing regular, accurate and appropriate internal reporting on any risks relevant to the successful delivery of the platform services to ensure the achievement of FNZ’s financial outcomes.
Experience required
Successful candidates are likely to have the following skills and experience :
• Extensive experience in role with responsibility for Client delivery (service or project or both) with the ability to demonstrate consistent achievement of positive Client outcomes.
• Experience of delivering to revenue targets, and growing the value of Client accounts.
• Experience of managing stakeholders at Executive level.
• Outstanding team communication skills, confident in dealing with internal and external clients
• Independent, self-directing and solution focused working style.
• Ability to think strategically and problem solve creatively. Able to evidence experience of implementing a continuous improvement culture in teams they have led previously.
• Innovative and forward-looking approach to people management and culture, operations, technology and system development.
• Strong people leadership skills, with the ability to develop, motivate, and manage multi-disciplined teams.
• Ability to work across teams to build successful working relationships across multiple locations and team disciplines.
• Ability to effectively manage stakeholders to Executive level.
• Excellent written and oral communication skills.
• Experience of managing multiple projects across different national and international locations.
• Experience managing delivery in the Banking sector
• Proficient in Spanish regulation and tax laws
• Spanish and English fluent
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.