Client Partner - Banking

Chase Winters Worldwide; Charlotte (NC); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Life Insurance and Disability Coverage

401(k)

Paid Holidays and Time Off

Job summary

Chase Winters Worldwide is seeking a Client Partner for the Banking and Financial Services industry. This role, based in the Charlotte Metropolitan Area, involves managing executive client relationships and driving business growth. The ideal candidate will have extensive experience in sales and account management, specifically within the banking sector.

This position offers significant career progression and competitive compensation, including comprehensive benefits for full-time employees. Candidates must have the ability to work in the U.S. without visa sponsorship.

Qualifications

• 8+ years of professional experience in sales and account management.
• Experience in banking and financial services sector essential.
• Demonstrated success with P&L responsibility and large enterprise accounts.

Responsibilities

• Manage and strengthen client relationships in banking and financial services.
• Drive initiatives in banking-specific challenges like digital transformation.
• Lead proposal development and contract negotiations.

Skills

Sales

Account Management

Relationship Management

Negotiation

Stakeholder Management

Leadership

Job description

Chase Winters Worldwide (a leading retained executive search firm) is currently conducting a highly visible search engagement for a Client Partner (Banking / Financial Services Industry Practice) on behalf of a leading global Strategic Management and Information Technology client.

Our client is a global leader in next-generation digital services and consulting, enabling organizations across 50+ countries to navigate complex digital transformation initiatives. With decades of experience managing global enterprise systems and operations, the firm partners with clients to modernize technology landscapes, drive innovation, and deliver measurable business outcomes at scale.

The Client Partner, Financial Services / Banking Practice will serve as the primary executive interface within the assigned account scope. This leader will be responsible for client relationship management, business development, account governance, and delivery oversight. Typically managing a single account or a significant portfolio segment with P&L responsibility ranging up to $10MM, this individual will develop and execute a comprehensive account strategy while driving profitable growth in the Banking and Financial Services sector.

This role is based in the Charlotte Metropolitan Area.

You will leverage your experience in IT services, consulting, and industrial/manufacturing sales to:

• Manage, expand, and strengthen executive-level client relationships within leading banking and financial services institutions
• Own and grow a $XMM+ portfolio with full opportunity lifecycle responsibility
• Develop and execute a comprehensive Account Plan, including revenue targets, relationship mapping, pricing strategy, governance structure, and competitive positioning
• Drive initiatives aligned to banking-specific challenges such as core modernization, digital banking transformation, lending platforms, payments modernization, API enablement, cloud migration, and AI-driven customer experience solutions
• Collaborate with delivery leadership and global teams to ensure operational excellence and fulfillment of all contractual commitments
• Lead proposal development, pricing strategy, contract negotiations, and executive presentations
• Provide delivery assurance by partnering with cross-functional stakeholders across consulting, technology, and operations teams

You will engage C-level stakeholders across banking and financial institutions, understand strategic imperatives within the sector, and position digital, consulting, and technology-led solutions that drive long-term partnership value and measurable business impact.

This is a highly visible opportunity within a globally recognized organization, offering strong compensation, executive exposure, and significant career progression within a high-growth practice.

Requirements

• 8+ years of professional experience with strong sales, account management, and relationship management background
• Significant business development and project management experience
• Demonstrated success managing large enterprise accounts with P&L responsibility
• Experience supporting clients within the Banking / Financial Services sector, including retail banking, commercial banking, lending, payments, or financial platforms
• Track record of interacting with and building relationships at the C-suite level
• Hands‑on experience leading proposal creation and executive presentations
• Strong leadership, communication, negotiation, and stakeholder management skills
• Broad IT services and consulting engagement experience

Preferred Qualifications

• Knowledge of manufacturing‑specific go‑to‑market strategies and solutions
• Understanding of key business drivers, technology trends, and operational challenges across financial services
• Experience operating within a Global Delivery Model
• Experience managing large, multi‑location consulting engagement teams
• Proven track record growing rapidly expanding client relationships within banking and financial services clients

Candidates must be authorized to work for any employer in the United States without employer‑based visa sponsorship. Sponsorship is not available for this role at this time.

Along with competitive compensation, full‑time employees are eligible for comprehensive benefits including medical, dental, vision, life insurance, disability coverage, 401(k), paid holidays, and paid time off.