Director of Client Services - Established Fintech
Listed on 2026-09-24
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Finance & Banking
FinTech, Portfolio & Asset Management
You will own a strategic relationship with a major institutional investment client, becoming their trusted point of contact and subject-matter expert across the organisation.
The company provides tech solutions designed specifically for investment-management businesses, with deep exposure to hedge funds and other institutional investors.
You'll work closely with senior stakeholders across the client organisation, including Portfolio Managers, traders, COOs, operations professionals and technology teams. You'll develop a detailed understanding of how different parts of the business operate, from investment decision-making and trading through to portfolio operations, infrastructure and technology.
This is not a traditional high-volume account-management role. You will focus deeply on one strategic relationship, building credibility and trust across multiple teams and becoming the person the client turns to when they need to understand how technology and services can help solve a problem.
You'll engage directly with Portfolio Managers and traders on their investment and trading workflows, work with COOs and operations teams on broader business and operational requirements, and partner with technology teams on systems, data and implementation. The ability to understand each group's perspective and connect them will be important. They're looking for around 10+ years of experience.
You will have strong exposure to hedge funds, asset management or an investment environment. You understand how investment organisations operate and can interpret what stakeholders are really asking for, rather than simply responding to the request in front of you.
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