Client Partner - Financial Services

Indicium

Brasil

Remote

BRL 300,000 - 600,000

Full time

8 days ago

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Benefits offered by this job

Remote work and flexible hours

Annual bonus

Certification Program

Bradesco Health Insurance

Job summary

Indicium AI is seeking a growth-oriented Client Partner to lead expansion within the Financial Services vertical, focusing on Insurance and Asset & Wealth Management. You will own go-to-market strategy, credentialize Indicium AI's capabilities at the executive level, and drive a land-and-expand approach.

You will be the strategic leader, ensuring delivery excellence and long-term health of client partnerships, while collaborating with Sales and strategic alliances to maximize revenue and impact.

Qualifications

8+ years in a professional services or technology consulting environment.
Deep Financial Services expertise in Insurance and/or Asset & Wealth Management.
High-level fluency in positioning data transformation, cloud data platforms, GenAI/LLM solutions.
Experience as an executive sponsor or escalation point for complex programs.

Responsibilities

Drive end-to-end land and expand lifecycle, building a book of business with enterprise accounts.
Maintain executive accountability for health, quality, and strategic direction of programs.
Establish trusted adviser relationships with senior Financial Services executives.
Credentialize Indicium AI and shape high-impact AI/Data storytelling for deals.
Collaborate with alliance partners to co-sell and position Indicium AI as a recovery/scale partner.

Skills

Commercial acumen

FS industry knowledge

Executive relationship mgmt.

Storytelling

Sales alignment

Tools

Databricks

Snowflake

Anthropic

Job description

About Indicium AI

Indicium AI is trusted by the world's leading enterprises to deliver AI into production at scale. We are a global, AI-native consultancy with deep expertise across Financial Services, Energy & Utilities, Healthcare & Life Sciences, Retail & CPG, and Manufacturing - guiding organizations from strategy through build to measurable business outcomes.With 600+ AI experts, 50+ enterprise clients, and five global locations, we work side-by-side with the world's leading AI partners - including Anthropic, Databricks, AWS, OpenAI, and Microsoft - to deliver modern AI with speed, clarity, and lasting impact.

As a global company, we offer career opportunities across Europe and the Americas and are looking for talent eager to grow globally with our team. Please indicate in your application if you are available to work abroad and if you hold a European passport.

About the Opportunity

Indicium AI is seeking a growth-oriented, commercially driven Client Partner (CP) to lead our expansion within the Financial Services vertical, specifically targeting the Insurance and Asset & Wealth Management sectors.

In this role, you will own the go-to-market strategy for your portfolio, credentialize Indicium AI’s cutting-edge Data and AI capabilities at the executive level, and aggressively drive a "land and expand" strategy.

You are a strategic relationship builder and a commercial engine, but you also serve as the ultimate programmatic leader for your accounts. While day-to-day project execution is delegated to Consulting Directors, you maintain a strategic ear to the ground, serving as the executive escalation point, ensuring overall delivery excellence, and protecting the long-term health and growth of the client partnership.

Key Responsibilities

Commercial Account Growth: Drive the end-to-end "land and expand" lifecycle, actively building a book of business by opening new enterprise accounts and rapidly scaling existing relationships.
Programmatic & Delivery Oversight: Maintain ultimate executive accountability for the health, quality, and strategic direction of programs within your portfolio. Serve as the primary executive escalation point for client leadership when critical delivery or relationship challenges arise.
Executive Relationship Management: Establish yourself as a trusted advisor to senior Financial Services executives (C-suite, VPs, and Business Leaders), leveraging deep industry insight to uncover business pain points and position high-impact solutions.
Solution Shaping & Storytelling: Partner with the Sales team to credentialize Indicium AI. Orchestrate the high-level narrative—shaping deals, telling impactful stories about our AI/Data capabilities, and turning early executive conversations into concrete partner opportunities.
Alliance & Ecosystem Leveraging: Work closely with strategic alliance partners (such as Databricks, Snowflake, and Anthropic) to co-sell, identify failing competitor implementations, and position Indicium AI as the preferred recovery and scaling partner.

Preferred Qualifications & Experience

Proven Commercial Track Record: 8+ years of experience in a professional services or technology consulting environment, with a demonstrable history of building a substantial book of business and driving net-new revenue within enterprise accounts.
Deep Financial Services Expertise: Deep, authoritative domain knowledge in Insurance (e.g., actuarial, claims, risk) and/or Asset & Wealth Management. (General banking experience is a plus, but specialized expertise in Insurance/Wealth is highly preferred).
Advanced Tech Familiarity (Non-Technical Role): High-level fluency in positioning and selling data transformation, cloud data platforms (Databricks, Snowflake), and modern GenAI/LLM solutions. You do not need to write code, but you must be able to lead business-led AI strategy conversations.
Programmatic Delivery Acumen: Proven experience acting as an executive sponsor or escalation point for complex technical programs. Ability to recognize delivery risks early and steer teams toward successful client outcomes.
Elite Executive Presence: Superior communication, storytelling, and problem-solving skills, with the ability to confidently command a room of institutional financial leaders.

Why Indicium AI

Work on AI projects that actually transform the world's largest enterprises
Use cutting-edge AI tools and technologies every single day
Collaborate with global teams on high-impact, real-world solutions
Be backed by a supportive team that's genuinely in your corner
Benefit from serious investment in your learning and career growth
Earn competitive compensation and benefits
Enjoy company events and gatherings that bring the global team together
Join a fast-growing company where ambitious careers thrive

Selection Process Stages

Interview with Talent Acquisition
Technical Challenge
Interview with Technical Management
Evidence Storage

As part of our commitment to Information Security and in compliance with the requirements of the ISO 27001 standard (item 7.2, clause d), we would like to inform you that in future stages of the selection process, you will be required to provide proof of the skills and qualifications mentioned in your resume (such as diplomas and certificates). This verification is mandatory and essential to ensure compliance with our governance standards prior to hiring.

Some of the benefits offered by Indicium:

Our Culture

Modern, transparent, and inclusive management.
Dynamic environment, open to innovation and creativity.
Data-driven culture.
Autonomy and engagement.
Light and relaxed atmosphere with a focus on challenges.
High-growth environment (Fast-paced scaling).
Remote work and flexible hours.

For Your Professional Development

Structured career path.
Feedback and growth culture (45/90-day onboarding reviews and semi-annual performance cycles).
Mentorship Program for dedicated support during onboarding.
Experienced and collaborative team.
High-impact projects.
Agile methodologies and cross-functional teams.
Free weekly English conversation classes.
Certification Program (full financial support and performance rewards).
Tutoring opportunities at Indicium Academy.
Internal initiatives such as "Tech Tracks" and "Databloggers."

For Your Health and Wellbeing