Client Partner- Banking

Incedo Inc.; Pennsylvania; On-site; USD 150,000 - 260,000; Full time

Job summary

Incedo Inc. seeks a Client Partner - Banking to drive strategic and operational engagement for a major banking client.

This farming-focused role deepens relationships, expands wallet share, and leads AI-led digital transformation across Retail banking, Digital Channels, Corporate Functions, Infrastructure and Cyber Security. You will advise CIO/CXO level executives, shape customer experience, platform modernization, compliance automation, and data-driven decision-making, leveraging Incedo's

Qualifications

• 15+ years of experience in the banking/financial services domain with digital banking transformation.
• Experience managing large accounts ($10M+ annual revenue) in a client Partner capacity.
• Bachelor’s degree in engineering or relevant field; MBA or relevant advanced degree preferred.
• Deep familiarity with core banking systems, retail banking workflows and products.
• Knowledge of Cloud, Big Data, Analytics, Core Software Engineering, Legacy Modernization, DevOps, Agile, Automation.
• Track record of identifying and closing new business with a consultative, multidisciplinary team approach.
• Experience building and managing account plans and CRM sales activity.
• Experience with RFP and RFI response orchestration.

Responsibilities

• Lead strategic and operational engagement for a major banking client.
• Deepen relationships and expand wallet share.
• Enable AI-led digital transformation across lines of business.
• Advise CIO/CXO level stakeholders and drive innovation in customer experience and platform modernization.

Skills

Banking domain

CXO engagement

Account management

CRM sales

RFP/RFI

P&L management

Digital transformation

Consultative selling

Cloud platforms

Strategic selling

Education

Bachelor’s degree in engineering

MBA

Job description

• Reports To: Sr. Client Partner/Region Head - Banking
• Experience: 15+ years

Function: Client Relationships including CXOs and Procurement, Account Growth, Business

Development in new pockets, Delivery Enablement, P&L accountability

Who we are: Incedo Inc. is a high-growth Digital, Data and AI Transformation Specialist firm headquartered in New Jersey. We are a long-term strategy execution partner for Fortune 500 enterprises, operating at the intersection of business and technology. We serve clients across 5 key industries - Banking & Payments, Wealth Management, Telecom, Hi-Tech and Life Sciences.

Incedo delivers ROI from AI @ Scale by leveraging the ‘Power of 3’:

• Deep domain expertise: Deep understanding of industries with an ability to identify and solve specific business problems.
• AI & Data: Integration of Data and AI capabilities with business priorities to deliver impact and ROI
• Engineering & Operations: Excellence for building digital platforms, driving modernization, integration and tech operations.

Core principles that define the DNA of Incedo are:

• Business outcome focus: Drive measurable business outcomes by developing a client-first view prioritized against quantifiable business KPI-driven programs.
• Business and technology intersection: Bring together deep domain, AI, data, and engineering capabilities.
• Build for the long-term: Enable sustained growth by building long-term client relationships with Fortune 500 companies and senior client stakeholders.
• Integrated platform and services: Provide a comprehensive offering of payables IncedoPay platform and Incedo Lighthouses solving specific business problems.
• Cross-functional ‘one’ team: Align multidisciplinary teams including domain, design, data, engineering, and business operations to work towards a collective goal.
• With a team of 4,500+ professionals, we have offices across the U.S., Mexico, Canada, and India.

Role Summary

As a Client Partner - Banking, you will lead the strategic and operational engagement for one of Incedo’s major banking clients. This is a farming-focused role centered on deepening relationships, expanding wallet share, and enabling AI led digital transformation initiatives across lines of business—particularly in Retail banking, Digital Channels, Corporate Functions, Infrastructure, Cyber Security. You will act as a trusted advisor to executive stakeholders (CIO/CXO level) and drive innovation in areas including customer experience, digital platforms, core modernization, compliance automation, and data-driven decision-making.

Required Experience & Qualifications

• 15+ years of experience in the banking or financial services domain, with significant exposure to digital banking transformation.
• Demonstrated success managing large accounts ($10M+ annual revenue) in a client Partner capacity.
• Bachelor’s degree in engineering or relevant field required; MBA or relevant advanced degree preferred.
• Deep familiarity with core banking systems, retail banking workflows, digital banking
• products, and customer engagement platforms.
• Good understanding of industry trends and ability to drive Digital Transformation in the Financial Services industry via the latest technology solutions in Cloud, Big Data, Analytics, Core Software Engineering, Legacy Modernization, Dev Ops, Agile, Automation and more.
• Demonstrated track record of identifying and closing new business using a consultative and collaborative multidisciplinary team approach
• Experience building and managing account plans and CRM sales activity on an ongoing basis
• Experience with proactive selling, RFP and RFI response orchestration

Key Skills

• Expertise in banking domain, particularly around driving AI led conversations / use cases for Banking, retail banking, digital banking platforms, and compliance frameworks.
• Strong executive presence and experience engaging CXO-level stakeholders.
• Deep Financial Services/Banking industry knowledge as a client relationship and P&L leader, a self-starter who can quickly learn and adapt in a matrixed organization
• Experience in selling innovative technology solutions to Global clients in the Banking and Wealth Management industries
• Ability to translate client pain points into innovative, technology-driven solutions.
• Familiarity with cloud platforms (AWS, Azure, GCP), modern data architectures, and emerging fintech ecosystems.
• Strong commercial acumen, with experience in managing account-level P&L and growth metrics.

Incedo is proud to be an Equal Opportunity Employer