CareerPlan

Client Partner - Financial Services

New YorkFull-time$230k2026-08-25 → 2026-11-10

Core

Lead go-to-market strategy and executive relationships for Indicium AI's expansion in Financial Services (Insurance and Asset & Wealth Management), driving a 'land and expand' approach.

Role type

Senior Client Partner (Commercial & Strategic)

Builds

Enterprise AI and data transformation programs for Financial Services clients

Domain

Financial Services (Insurance, Asset & Wealth Management) + AI/GenAI

Deliverable

production ML models

Required skills

Commercial account growth, executive relationship management, solution shaping, alliance leveraging, programmatic delivery oversight, financial services domain expertise

Preferred skills

General banking experience, advanced tech familiarity (non-technical)

Technologies

Databricks, Snowflake, GenAI, LLM

Responsibilities

Drive end-to-end 'land and expand' lifecycle, maintain executive accountability for program health, establish trusted advisor status with C-suite, partner with sales to credentialize capabilities, leverage strategic alliances for co-selling

Seniority

Senior, hands-on IC