CareerPlan

Client Business Unit (CBU) Leader - Financial Services

Columbia, MD, usFull-time2026-10-22 → 2026-11-10

Core

Senior growth and delivery leader owning a $50M+ multi-account portfolio in Financial Services and Private Equity, driving hyper growth, profitability, and AI-enabled transformation.

Role type

Senior IC Client Business Unit Leader (Strategy & Delivery)

Builds

Data, analytics, digital modernization, and agentic AI solutions for enterprise clients

Domain

Financial Services, Private Equity, Data & Analytics, AI

Deliverable

production ML models

Required skills

P&L management, strategic account management, consulting-led growth, C-suite relationship management, team leadership, AI/ML strategy, business transformation, new business acquisition, financial discipline

Preferred skills

Experience in Financial Services and Private Equity, familiarity with agentic AI, enterprise modernization

Technologies

AI/ML, agentic AI, data analytics, automation

Responsibilities

Own full P&L for the Client Business Unit, oversee and grow a $50M+ portfolio, develop account growth strategies, drive client satisfaction and retention, lead new client acquisition, hire and mentor Client Partners, partner with Solutions to design data-driven solutions, act as trusted advisor to C-suite, lead employee engagement, accelerate AI adoption initiatives