Senior Engagement Lead / Client Partner – Financial Services (Data, Analytics, & AI)

Straive; Birmingham; On-site; GBP 80,000 - 120,000; Full time

Job summary

A leading financial services firm seeks a Senior Engagement Lead / Client Partner to work with C-suite executives. This role involves strategic advisory, innovative data-driven solutions, and long-term client engagement. Ideal candidates will have over 12 years in the financial services industry, proven track record of successful business development, and strong leadership skills. Join a dynamic team dedicated to transformative solutions and inclusive practices. Apply now to foster impactful client relationships and drive business growth.

Qualifications

• 12+ years of relevant experience in the financial services industry.
• Recognized executive presence with deep domain expertise.
• Proven track record of large-scale data and AI-driven transformation initiatives.
• Strong relationship-building skills and ability to engage at the highest levels.
• Entrepreneurial mindset and capability of shaping new opportunities.

Responsibilities

• Act as a thought partner to senior executives and CXOs.
• Shape innovative strategies in data modernization and AI.
• Cultivate long-term relationships with senior stakeholders.
• Represent the firm's leadership team in client interactions.
• Mentor and develop project leads and consultants.

Skills

Client engagement

Strategic advisory

Solution leadership

Leadership

Team development

Job description

Title

Senior Engagement Lead / Client Partner – Financial Services (Data, Analytics, & AI)

Type

FTE

Location

UK

About the Role

We are seeking a senior engagement lead / client partner to join our financial services practice. In this role, you will work directly with C-suite and senior executives at leading investment managers, spearheading high-impact engagements, shaping transformation agendas, and establishing yourself as a trusted strategic advisor.

This is a partner-track leadership opportunity with direct visibility to the firm’s senior leadership team.

Key Responsibilities

• Strategic Advisory : Act as a thought partner to senior executives and CXOs; build trusted relationships and influence strategic decision-making.
• Solution Leadership : Shape and drive innovative strategies in data modernization, advanced analytics, and AI that deliver measurable business outcomes.
• Client Engagement : Cultivate long-term, trust-based relationships with senior stakeholders; proactively identify emerging needs, opportunities, and original ideas.
• Practice Growth : Contribute to firm-wide leadership by expanding the financial services vertical with differentiated and scalable offerings.
• Leadership : Represent the firm’s leadership team in client interactions; collaborate across delivery, consulting, and managed services.
• Team & Capability Development : Mentor, recruit, and develop project leads and consultants; contribute to culture-building, knowledge development, and internal initiatives.

Key Qualifications

• 12+ years of relevant experience in the financial services industry, with demonstrated success in winning business and growing client accounts.
• Recognized executive presence, deep domain expertise, and the ability to navigate and influence complex client organizations.
• Proven track record of designing and delivering large-scale data, analytics, and AI-driven transformation initiatives.
• Strong relationship-building and advisory skills; ability to engage at the highest levels and operate effectively in politically complex environments.
• Entrepreneurial mindset, proactive, visionary, and capable of shaping new opportunities.

This job description is not intended to cover or contain a comprehensive listing of all responsibilities, duties, or activities that are required. Responsibilities, duties, and / or activities may change, or new ones may be added at any time with or without notice.

If you are a motivated professional with a passion for delivering impactful solutions, we’d love to hear from you. Apply today to be part of a dynamic and forward-thinking team at Straive.

“Straive is an Equal Opportunity Employer. Our policy is clear : there shall be no discrimination based on age, disability, sex, race, religion or belief, gender reassignment, marriage / civil partnership, pregnancy / maternity, or sexual orientation.

We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone.”