Client Partner Financial Services

IQ Clarity; Boston (MA); Remote; USD 170,000 - 225,000; Full time

Job summary

A fast-growing digital consultancy seeks a passionate Client Partner for their Financial Services practice. This high-impact role focuses on new business acquisition and account growth, working with a diverse mix of clients to deliver digital transformation solutions.

Benefits

Comprehensive medical, dental, and vision plans

401(k) with company match

Generous PTO, sick leave, and paid holidays

Learning & development stipend

Inclusive, collaborative environment with regular team events

Qualifications

• 8+ years in a client leadership role within a consulting environment focused on Financial Services.
• Proven track record of growing accounts and meeting revenue goals.

Responsibilities

• Build and manage a $3–$5M client portfolio within your first year.
• Lead client engagements, ensure satisfaction, and build long-term relationships.
• Manage account forecasting, pipeline development, and reporting.

Skills

Client Leadership

Relationship Building

Sales Management

Job description

Overview:

A fast-growing digital consultancy is seeking a passionate and results-driven Client Partner to support the expansion of theirFinancial Services practice. This is a high-impact, client-facing role focused on new business acquisition, account growth, and leading strategic delivery initiatives. You'll work with a diverse mix of clients—from emerging FinTech startups to established financial institutions—delivering digital transformation and consulting solutions.

Key Responsibilities:

• Build and manage a $3–$5M client portfolio within your first year.

• Partner with sales and marketing to define and execute go-to-market strategies.

• Lead client engagements, ensure satisfaction, and build long-term relationships.

• Scope and secure Master Service Agreements (MSAs) and Statements of Work (SOWs).

• Manage account forecasting, pipeline development, and reporting.

• Provide mentorship to junior team members and collaborate on account strategy.

• Build pursuit and delivery teams to drive client solutions from lead through close.

• Serve in a billable capacity on key projects (up to 50% utilization).

• Oversee account operations, team performance, and internal communications

What We’re Looking For:

• 8+ years in a client leadership role within a consulting environment focused on Financial Services.

• Deep understanding of financial sector challenges, systems, and partners.

• Proven track record of growing accounts and meeting revenue goals.

• Strong executive presence; skilled in building relationships with C-level stakeholders.

• Demonstrated success managing complex sales and service engagements.

• Entrepreneurial mindset with a collaborative, team-first approach.

• Comfortable in a high-growth, fast-paced, and evolving environment.

Compensation & Benefits:

• Base Salary: $170,000 – $225,000

• Bonus: Performance-based bonus

• Health Insurance: Comprehensive medical, dental, and vision plans

• Retirement: 401(k) with company match

• Paid Time Off: Generous PTO, sick leave, and paid holidays

• Flexible Work: 100% remote, flexible schedule

• Professional Growth: Learning & development stipend, mentorship opportunities

• Team Culture: Inclusive, collaborative environment with regular team events and virtual engagement

Apply Today
If you’re ready to make an impact in a client-facing leadership role within Financial Services, we’d love to connect. Join a team where your expertise, relationships, and results will directly influence growth and client success.