Client Partner, Financial Services

Socket.dev; New York (NY); On-site; USD 200,000 - 280,000; Full time

Benefits offered by this job

Competitive compensation

Health benefits

Paid leave

Diversity and collaboration

Job summary

Publicis Sapient in the United States seeks a Director-Senior Director level Client Partner for Financial Services to drive executive relationships, growth, and delivery excellence across major accounts.

You will own P&L, shape transformation agendas, and lead strategic advisory efforts on AI, cloud, and data platforms while guiding delivery and ensuring outcomes align with client priorities.

Qualifications

• 12+ years in consulting or Financial Services leadership roles with success in large-scale transformations.
• Deep knowledge of banking, capital markets, insurance, or payments ecosystems.
• Proven ability to originate and close complex consulting deals (> $10M annually).
• MBA or equivalent advanced degree preferred.
• Executive relationship management and strategic planning skills.
• Strong financial analysis and risk management capabilities.
• Excellent negotiation and influencing skills.
• Entrepreneurial mindset with growth opportunism.
• Comfort operating in ambiguous, fast-paced environments.
• Track record of building long-term client relationships.

Responsibilities

• Serve as the primary relationship owner for major Financial Services accounts (banks, insurers, asset managers).
• Develop and execute account growth strategies aligned with client priorities and firm objectives.
• Drive multi-million-dollar revenue streams through new business development and expansion of existing accounts.
• Own the overall account P&L, ensuring profitable growth and financial discipline across all engagements.
• Provide insights into industry trends, regulatory changes, and emerging technologies (AI, cloud, data platforms).
• Shape client transformation agendas across digital, operational, and customer experience domains.
• Ensure engagements meet quality, timeliness, and business outcome expectations.
• Collaborate with delivery leaders to mitigate risks and resolve issues proactively.
• Represent the firm in industry forums and contribute to intellectual capital development.
• Publish perspectives on Financial Services trends and innovation.

Skills

Executive relationship management

Strategic planning

Financial analysis

Negotiation

Influencing

Entrepreneurial mindset

Ambiguity management

Growth opportunities

Education

MBA or equivalent

Agile/SAFe certification

Tools

CRM

Job description

Company Description

Publicis Sapient is a digital transformation partner helping established organizations get to their future, digitally enabled state, both in the way they work and the way they serve their customers. We help unlock value through a start-up mindset and modern methods, fusing strategy, consulting, and customer experience with agile engineering and problem-solving creativity. United by our core values and our purpose of helping people thrive in the brave pursuit of next, our 20,000+ people in 53 offices around the world combine experience across technology, data sciences, consulting, and customer obsession to accelerate our clients’ businesses through designing the products and services their customers truly value.

Overview

Client Partner, Financial Services

The Client Partner is a strategic leader responsible for driving growth and delivering transformative outcomes for top-tier Financial Services clients. This role combines executive-level relationship management, business development, and delivery oversight to ensure measurable impact across client engagements. Acting as a trusted advisor to C-suite executives, the Senior Client Partner shapes strategies that address industry challenges such as digital transformation, regulatory compliance, and AI-driven innovation. The position demands a blend of consultative selling, thought leadership, and operational excellence.

Responsibilities

Key Responsibilities

Client Leadership & Growth

• Serve as the primary relationship owner for major Financial Services accounts (banks, insurers, asset managers).
• Develop and execute account growth strategies aligned with client priorities and firm objectives.
• Driving multi-million-dollar revenue streams through new business development and expansion of existing accounts.
• Own the overall account P&L, ensuring profitable growth and financial discipline across all engagements.

Strategic Advisory

• Provide insights into industry trends, regulatory changes, and emerging technologies (AI, cloud, data platforms).
• Shape client transformation agendas across digital, operational, and customer experience domains.

Delivery Oversight

• Ensure engagements meet quality, timeliness, and business outcome expectations.
• Collaborate with delivery leaders to mitigate risks and resolve issues proactively.

Thought Leadership

• Represent the firm in industry forums and contribute to intellectual capital development.
• Publish perspectives on Financial Services trends and innovation.

Qualifications

Qualifications

• 12+ years in consulting or Financial Services leadership roles, with proven success in managing large-scale transformation programs.
• Deep knowledge of banking, capital markets, insurance, or payments ecosystems.
• Demonstrated ability to originate and close complex consulting deals (>$10M annually).
• MBA or equivalent advanced degree preferred
• Executive relationship management
• Strategic planning and execution
• Financial analysis and risk management
• Negotiation and influencing
• Entrepreneurial mindset with ability to identify and seize growth opportunities.
• Comfort operating in ambiguous, fast-paced environments.
• Track record of building long-term, trust-based client relationships.

Set Yourself Apart With

• Experience leading large-scale digital or business transformation initiatives.
• Deep expertise within Financial Services or closely related industries.
• Relevant certifications (e.g., Agile, SAFe, or similar).
• A strong network of senior executive and industry relationships.

Additional Information

What we offer:

• An inclusive workplace that promotes diversity and collaboration.
• Access to ongoing learning and development opportunities.
• Competitive compensation and benefits package.
• Flexibility to support work-life balance.
• Comprehensive health benefits for you and your family.
• Generous paid leave and holidays.
• Wellness program and employee assistance.

Level: Director-Senior Director

Base salary: 200,000 - 280,000 base salary + bonus

As part of our dedication to an inclusive and diverse workforce, Publicis Sapient is committed to Equal Employment Opportunity without regard for race, color, national origin, ethnicity, gender, protected veteran status, disability, sexual orientation, gender identity, or religion. We are also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at [e-mail].

Your information will be kept confidential according to EEO guidelines.