Client Partner, Financial Services
Core
Strategic leader driving growth and delivering transformative outcomes for top-tier Financial Services clients through executive relationship management, business development, and delivery oversight.
Role type
Director-Senior Director Client Partner (Financial Services)
Builds
Multi-million-dollar revenue streams and transformative client engagements in banking, insurance, and asset management.
Domain
Financial Services (Banking, Capital Markets, Insurance, Payments)
Deliverable
client delivery
Required skills
Executive relationship management, Strategic planning and execution, Financial analysis and risk management, Negotiation and influencing, Business development, P&L ownership, Thought leadership
Preferred skills
Leading large-scale digital or business transformation initiatives, Deep expertise in Financial Services, Relevant certifications (Agile, SAFe), Strong network of senior executive relationships
Technologies
AI, cloud, data platforms
Responsibilities
Serve as primary relationship owner for major Financial Services accounts, Develop and execute account growth strategies, Drive multi-million-dollar revenue streams through new business development, Own the overall account P&L, Provide insights into industry trends and regulatory changes, Shape client transformation agendas, Ensure engagements meet quality and business outcome expectations, Represent the firm in industry forums and publish perspectives
Seniority
Director-Senior Director, hands-on strategic leader
