Client Partner- Wealth & Asset Management

UST; Ohio; Remote; USD 184,000 - 276,000; Full time

Job summary

An established industry player is seeking a Client Partner in Wealth & Asset Management to drive strategic initiatives and foster client relationships. This role involves collaborating with sales and marketing to enhance revenue growth while managing delivery teams and ensuring client satisfaction. The ideal candidate will have extensive experience in digital transformation and a strong background in business development, particularly within the financial services sector. Join a mission-driven team focused on creating impactful solutions that transform lives and drive innovation in the industry.

Benefits

401(k) Retirement Plan

Medical Insurance

Dental Insurance

Vision Insurance

Paid Vacation

Paid Sick Leave

Flexible Spending Account

Health Savings Account

Employee Life Insurance

Short- and Long-term Disability Benefits

Qualifications

• 12+ years in a client-facing or account leadership role.
• Strong experience in digital transformation professional services.
• Ability to manage client P&L and metrics.

Responsibilities

• Serve as a strategic interface with clients for business planning.
• Analyze competitive landscape and drive revenue growth.
• Manage delivery teams and achieve utilization targets.

Skills

Relationship Management

Sales

Consultative Selling

Business Development

Technology Sales

Education

Bachelor’s degree in Business or Technical field

Job description

Client Partner- Wealth & Asset Management

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Who We Are:

Role Description

Who We Are:

Born digital, UST transforms lives through the power of technology. We walk alongside our clients and partners, embedding innovation and agility into everything they do. We help them create transformative experiences and human-centered solutions for a better world. UST is a mission-driven group of over 29,000+ practical problem solvers and creative thinkers in over 30+ countries. Our entrepreneurial teams are empowered to innovate, act nimbly, and create a lasting and sustainable impact for our clients, their customers, and the communities in which we live. With us, you’ll create a boundless impact that transforms your career—and the lives of people across the world. Visit us at UST.com .

You Are

A Client Partner who will serve as the strategic interface with new clients and new solutions for the purpose of business/IT strategy planning, business development, and relationship management. You will add value to UST strategy and customer business by providing advice and recommendations to improve their processes, systems, and technology.

The Opportunity

• Capture long-term business needs and drive the creation of Banking and Financial Services domain-specific and integrated solutions for the client with Focus in Asset and or Wealth Management.
• Analyze and assess the competitive landscape and provide inputs.
• Collaborate with sales and marketing to develop and execute a plan for revenue growth.
• Manage revenue growth, EBIDTA growth, and margin for the accounts
• Manage Delivery Team across multiple clients achieving utilization targets and manage target margins
• Provide team coaching to reach growth targets and employee personal career growth
• Meet with clients in a Pre and Post Sales capacity to deliver subject matter expertise and consultation for clients' needs in closing the deal.
• Analyze overall Wealth or Asset Management architecture, partner solutions, standards, trends, competitive landscape, and customer feedback to develop a comprehensive transformation and technology strategy to capitalize on opportunities identified for the long term
• Act as liaison, advocate for the Asset or Wealth Management team and provide strong input into product and GTM development
• Understand the Company products and how it applies to the Asset or Wealth Management industry and relevant systems, solutions, and services offerings to build a GTM roadmap
• Develop processes for enabling customer dialog and gathering customer input to be used to communicate market requirements, technology points of view and architectures to key product teams
• Regularly interact with senior IT and Business executives regarding progress, strategies and vision for Asset or Wealth Management
• Evangelize the company Asset or Wealth Management solutions architecture and technical roadmap both internally and at external (customer, partner and industry) events/briefings/meetings
• Develop external partnerships with industry platform providers and fintech’s to build a greater ecosystem of solutions to address industry challenges and trends
• Industry facing activities to share thought leadership, relationship building and continuing to build brand recognition
  
  

What You Need

• At least 12 years in a client-facing role or account leadership role in the digital transformation professional services space. Primarily in Asset or Wealth Management
• Strong experience with the global service delivery model with at least 8+ years in Business Development and Technology Sales or consulting
• Proven record of building and maintaining long-term relationships at senior (CXO and CXO-1) levels. Experience in creating impactful presentations that articulate customer experience values in B2C and B2B space
• Ability to manage client P&L, including reporting and metric assessment for the account
• Evangelist experience with “Digital Transformation” initiatives
• For Asset Management consideration, strong expertise across 40-Act, Alternatives, ETF and Digital Assets and associated COTs products
• For Wealth Management consideration, strong expertise from Private Banking, HNW, Mass Affluent, RIA market and institutional retirement a plus.
• Bachelor’s degree in Business or Technical field of study
• Strong technical background, including experience with leading architecture efforts or developing and deploying key solutions at leading Global Asset or Wealth Management enterprises, or global system integrators or a solutions and software vendors with demonstrated industry expertise.
• Strong understanding of emerging technology in sector and use case development.
• Excellent internal and external communications skills
• Knowledge of and/or experience with product development processes, rhythms and needs.
• Ability for International and domestic travel
  
  

Bonus Points If

• You have demonstrated leadership in managing existing business, developing new business, and building strategic, long-term, and high-value engagements with existing customers.
  
  

Compensation can differ depending on factors including but not limited to the specific office location, role, skill set, education, and level of experience. UST provides a reasonable range of compensation for roles that may be hired in various U.S. markets as set forth below.

Role Location: Remote/ Ohio

Compensation Range: $184,000 to $276,000

Benefits

Full-time, regular employees accrue a minimum of 10 days of paid vacation per year, receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year), 10 paid holidays, and are eligible for paid bereavement leave and jury duty. They are eligible to participate in the Company’s 401(k) Retirement Plan with employer matching. They and their dependents residing in the US are eligible for medical, dental, and vision insurance, as well as the following Company-paid Employee Only benefits: basic life insurance, accidental death and disability insurance, and short- and long-term disability benefits. Regular employees may purchase additional voluntary short-term disability benefits, and participate in a Health Savings Account (HSA) as well as a Flexible Spending Account (FSA) for healthcare, dependent child care, and/or commuting expenses as allowable under IRS guidelines. Benefits offerings vary in Puerto Rico.

Part-time employees receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year) and are eligible to participate in the Company’s 401(k) Retirement Plan with employer matching.

Full-time temporary employees receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year) and are eligible to participate in the Company’s 401(k) program with employer matching. They and their dependents residing in the US are eligible for medical, dental, and vision insurance.

Part-time temporary employees receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year).

All US employees who work in a state or locality with more generous paid sick leave benefits than specified here will receive the benefit of those sick leave laws.

What We Believe

We’re proud to embrace the same values that have shaped UST since the beginning. Since day one, we’ve been building enduring relationships and a culture of integrity. And today, it's those same values that are inspiring us to encourage innovation from everyone, to champion diversity and inclusion, and to place people at the centre of everything we do.

Humility

We will listen, learn, be empathetic and help selflessly in our interactions with everyone.

Humanity

Through business, we will better the lives of those less fortunate than ourselves.

Integrity

We honour our commitments and act with responsibility in all our relationships.

Equal Employment Opportunity Statement

UST is an Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

UST reserves the right to periodically redefine your roles and responsibilities based on the requirements of the organization and/or your performance.

#ust

Skills

Relationship Management,Sales,Consultative Selling

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  IT Services and IT Consulting

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