Client Partner - Financial Services

Job Description

Overview:

A fast-growing digital consultancy is seeking a passionate and results-driven Client Partner to support the expansion of their Financial Services practice. This is a high-impact, client-facing role focused on new business acquisition, account growth, and leading strategic delivery initiatives. You'll work with a diverse mix of clients—from emerging FinTech startups to established financial institutions—delivering digital transformation and consulting solutions.

Key Responsibilities:

Build and manage a $3–$5M client portfolio within your first year.

Partner with sales and marketing to define and execute go-to-market strategies.

Lead client engagements, ensure satisfaction, and build long-term relationships.

Scope and secure Master Service Agreements (MSAs) and Statements of Work (SOWs).

Manage account forecasting, pipeline development, and reporting.

Provide mentorship to junior team members and collaborate on account strategy.

Build pursuit and delivery teams to drive client solutions from lead through close.

Serve in a billable capacity on key projects (up to 50% utilization).

Oversee account operations, team performance, and internal communications

What We're Looking For:

8+ years in a client leadership role within a consulting environment focused on Financial Services.

Deep understanding of financial sector challenges, systems, and partners.

Proven track record of growing accounts and meeting revenue goals.

Strong executive presence; skilled in building relationships with C-level stakeholders.

Demonstrated success managing complex sales and service engagements.

Entrepreneurial mindset with a collaborative, team-first approach.

Comfortable in a high-growth, fast-paced, and evolving environment.

Compensation & Benefits:

Base Salary: $170,000 – $225,000

Bonus: Performance-based bonus

Health Insurance: Comprehensive medical, dental, and vision plans

Retirement: 401(k) with company match

Paid Time Off: Generous PTO, sick leave, and paid holidays

Flexible Work: 100% remote, flexible schedule

Professional Growth: Learning & development stipend, mentorship opportunities

Team Culture: Inclusive, collaborative environment with regular team events and virtual engagement

If you're ready to make an impact in a client-facing leadership role within Financial Services, we'd love to connect. Join a team where your expertise, relationships, and results will directly influence growth and client success.

Full-time

Fully remote