Client Partner

EXL

San Francisco (CA)

On-site

USD 210,000 - 285,000

Full time

14 days+

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Benefits offered by this job

Annual Bonus

RSUs

Stock options

Job summary

A leading consulting firm is seeking a Client Partner – Banking to lead key relationships within the U.S. financial services sector. The ideal candidate will have 8–10 years of experience, preferably from a Big 4 consulting firm, and a strong understanding of banking operations, risk, and compliance. This role involves engaging with senior executives to drive transformational growth in data and digital initiatives.

Qualifications

8–10 years of experience in banking or financial services, preferably in client-facing leadership roles.
Strong exposure to U.S. banking operations, risk, and compliance.
Ability to bridge technology and business strategy.

Responsibilities

Serve as the strategic advisor and trusted partner to senior executives at top U.S. banks.
Drive account growth and lead multi-tower solution conversations.
Orchestrate cross-functional teams to deliver high-impact outcomes.

Skills

Relationship management

Solution consulting

Stakeholder management

Consultative selling

Risk and compliance knowledge

Communication

Education

Bachelor's degree in Business, Finance, Technology, or related field

MBA preferred

Job description

This range is provided by EXL. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$210,000.00/yr - $285,000.00/yr

Additional compensation types

Annual Bonus, RSUs, and Stock options

Job Title: Client Partner – Banking

Experience: 8–10 years with a Big 4 or Top 10 consulting firm managing and supporting Banking & Financial Services accounts

Base Pay Range: $210k - $285k plus annual bonus and RSU's

Reports to: Head of Client Success – Banking & Capital Markets

At EXL, we go beyond the expected. With deep domain expertise in banking, analytics, digital, and operations, we partner with clients to deliver tangible business outcomes. Our approach is outcomes-first, powered by data and AI, and driven by an unwavering focus on excellence and innovation. Join us in shaping the future of financial services.

Role Overview

We are seeking a dynamic and strategic Client Partner – Banking to lead and grow key client relationships within the U.S. financial services sector. Ideal candidates bring a Big 4 consulting background, techno-functional expertise, and a proven ability to engage with C-suite stakeholders at leading banks.

This is a pivotal role that blends relationship management, solution consulting, and strategic advisory to drive transformational growth across data, digital, operations, and AI-led initiatives.

Key Responsibilities

Serve as the strategic advisor and trusted partner to senior executives (CIO, CFO, COO, CRO) at top U.S. banks.
Drive account growth, identify white-space opportunities, and lead multi-tower solution conversations across AI, analytics, data, and operations.
Lead business transformation discussions, translating banking challenges into data-driven, tech-enabled solutions.
Orchestrate cross-functional teams including solution architects, domain experts, delivery leads, and innovation teams to deliver high-impact outcomes.
Maintain deep understanding of evolving banking trends—digital banking, FedNow, GenAI, operational risk, ESG, and compliance—and proactively shape client strategies.
Champion CXO-level engagement, design roadmaps, and support thought leadership initiatives within the Financial Services vertical.

Qualifications

8–10 years of experience in banking or financial services, preferably in client-facing leadership roles.
Prior or recent experience at a Big 4 consulting firm (e.g., Deloitte, EY, PwC, KPMG) or equivalent.
Strong exposure to U.S. banking operations, risk, and compliance, with a grasp of regulatory and digital transformation priorities.
Ability to bridge technology and business strategy, ideally with experience in cloud, core banking platforms, intelligent automation, or AI/ML.
Proven track record in building and growing strategic relationships and managing large transformation programs.
Strong communication, influencing, and stakeholder management skills, with a consultative selling approach.
Bachelor's degree in Business, Finance, Technology, or related field; MBA preferred.

Why EXL?

Join a recognized leader in data, analytics, and AI for financial services.
Work at the forefront of transformation, helping banks navigate the AI super cycle and digital disruption.
Be part of a collaborative, high-performance culture that values innovation, agility, and client impact.
Shape the future of Banking-as-a-Service, embedded finance, and intelligent operations.

EEO/Minorities/Females/Vets/Disabilities

To view our total rewards offered click here —> https://www.exlservice.com/us-careers-and-benefits

Base Salary Range Disclaimer: The base salary range represents the low and high end of the EXL base salary range for this position. Actual salaries will vary depending on factors including but not limited to: location and experience. The base salary range listed is just one component of EXL's total compensation package for employees. Other rewards may include bonuses, as well as a Paid Time Off policy, and many region specific benefits.

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