Client Value Partner (CVP) - Financial Services Industry

Celonis; New York (NY); Hybrid; USD 233,000 - 270,000; Full time

Benefits offered by this job

Equity (RSUs)

Hybrid work options

Parental leave

Job summary

Celonis is seeking a Client Value Partner in New York to lead multi-stream transformation programs for Global Banking, Asset Management, and Custodian clients. You will translate C-level strategy into value, design CFO/COO roadmaps, and drive the digital twin and execution across regions.

The role blends capital markets fluency with strategy consulting, managing complex programs, and delivering measurable returns to senior stakeholders. Hybrid work options are available in the New York area.

Qualifications

• 15+ years in Investment Banking, Asset Management, or Custodian with strategy consulting exposure.
• Strong knowledge of Capital Markets value chain including operations, risk, and compliance.
• Experience presenting to C-level executives and driving multi-stream programs.

Responsibilities

• Translate institutional strategy to operations and map to Celonis value.
• Architect the CFO/COO office agenda and roadmaps for front-to-back value chains.
• Build board-level business cases showing financial impact of process intelligence.
• Lead multi-stream program execution and cross-functional alignment.
• Drive digital twin initiatives and executive relationship management.
• Mobilize Centers of Excellence and cross-regional delivery.
• Define standards for STP, exception handling, and regulatory reporting.
• Measure improvements and report realized value to senior management.

Skills

Capital Markets fluency

Program leadership

Value realization

Stakeholder management

Builder mentality

Technical context

Education

MBA (preferred)

Bachelor's in Business/Finance/Economics

Tools

Mainframe vs Cloud modernization

SWIFT

FIX protocol

Job description

# Role details## Client Value Partner (CVP) - Financial Services Industry### Summary* Value Engineering* Experienced Professional* New York, United States**The Role:**We are looking for a **Client Value Partner**—a seasoned industry executive who can bridge the gap between high-level institutional strategy and complex technical execution. You will act as the primary accountable lead for one of our most strategic Global Banking accounts, translating C-level vision into realized P&L impact.This role requires more than standard client success; it requires a **Program Director mindset**. You will serve as the strategic architect for a massive transformation program, orchestrating execution across multiple parallel streams to link Celonis capabilities to key outcomes specific to Investment Banking, Global Markets, and Asset Management.You will blend deep Capital Markets expertise with a proven strategy consulting skill set to spearhead data-driven transformation at the forefront of one of the fastest-growing tech companies worldwide.**The work you’ll do:**#### **Identify & Frame Strategic Value*** **Translate Institutional Strategy to Operations:** Analyze the bank’s strategic goals (e.g., Operational Resilience, T+1 Settlement Readiness, Capital Efficiency, Regulatory Compliance) and map them to a long-term vision utilizing the Celonis platform.* **Architect the "Office of the CFO/COO" Agenda:** Design the roadmap for optimizing end-to-end value chains, specifically targeting **Trade Lifecycle (Front-to-Back)**, Institutional Client Onboarding (KYC/AML), and Inter-company Reconciliations.* **Build the Board-Level Business Case:** Construct robust business cases that articulate the financial impact of Process Intelligence on specific banking metrics (e.g., Cost-to-Income Ratios, Intraday Liquidity Management, RWA optimization, and Fails Management).* **Lead Value Assessments:** Leverage industry benchmarks to quantify the value opportunity and present a multi-year strategic roadmap to C-Level executives (CIO, COO, CFO).**Realize Value (Program Execution Leadership)*** **Orchestrate Multi-Stream Execution:** Act as the de facto Program Lead for large-scale transformations. You will manage **multiple execution streams simultaneously**, ensuring alignment between siloed divisions (e.g., aligning Equities Ops with Reference Data and Compliance).* **Drive the "Digital Twin" Agenda:** Lead the executive relationship to deliver on the promise of a digital twin, managing the complexity of interconnected processes rather than isolated use cases.* **Mobilize the Ecosystem:** Guide the client on organization design and the maturation of Centers of Excellence (CoE). You will mobilize global cross-functional teams to ensure seamless delivery across key regions (AMER, EMEA, APAC).* **Solve Systemic Challenges:** Tackle difficult implementation hurdles by defining standards for Straight-Through Processing (STP), Exception Management, and regulatory reporting.* **Measure & Report:** Derive improvement measures in core business functions, present realized value to senior management, and ensure the program is hitting its strategic milestones.**Scale Value & Practice Growth*** **Codify Capital Markets Best Practices:** Turn client successes into reusable assets, playbooks, and thought leadership for the broader Capital Markets practice.* **Mentor & Enable:** Act as a senior leader for the team, coaching junior members on executive relationship management, complex financial instruments, and high-performance team dynamics.* **Product Feedback Loop:** Serve as the "Voice of the Customer" to our Product teams, ensuring our development roadmap aligns with the specific security, scale, and data lineage needs of a G-SIB.* **Commercial Growth:** Responsible for the end-to-end customer value journey, including landing, expanding, adoption, and renewal. Build a strategic expansion roadmap to embed Celonis as the default business transformation platform across the bank.**The qualifications you need:*** **Deep Institutional Experience:** 15+ years of relevant experience, ideally combining tenure at a top-tier **Investment Bank, Asset Manager, or Custodian** with Strategy Consulting. You must understand the pressure of the trading floor and the complexity of the back office.* **Capital Markets Fluency:** You possess granular knowledge of the **Capital Markets value chain**. You speak the language of Global Markets Operations, Controllership, Treasury Services, and Risk & Compliance (e.g., MiFID, Dodd-Frank, CSDR).* **Technical Context:** You understand the modern banking technology stack (Legacy Mainframe vs. Cloud modernization, Swift, FIX protocol) and how to apply Process Intelligence within that landscape.* **Program Leadership:** Demonstrated experience leading **complex, multi-stream programs**. You have managed initiatives where multiple projects run in parallel under one strategic umbrella, requiring strict dependency management and cross-functional alignment.* **Value Realization:** A track record of driving large-scale transformation programs that impacted the P&L through operational efficiency or risk mitigation.* **Stakeholder Management:** Extensive experience presenting to and influencing C-Level executives (CIO, COO, CFO, CRO). You can navigate complex, matrixed organizations and use data to persuade senior stakeholders.* **Builder Mentality:** You are comfortable working with ambiguity and possess an entrepreneurial leadership style that inspires teams.* **Required:** Degree in Business, Finance, Economics, or related field. MBA strongly preferred.Visa sponsorship is not offered for this role.The base salary range below is for the role in the specified location, based on a Full Time Schedule. Total compensation package will include base salary + bonus/commission + equity + benefits (health, dental, life, 401k, and paid time off). Please note that the base salary range is a guideline, and that the actual total compensation offer will be determined based on various factors, including, but not limited to, applicant's qualifications, skills, experiences, and location.The base salary range below is for the role in New York, based on a Full Time Schedule.$233,000—$270,000 USD**What Celonis Can Offer You:*** **Pioneer Innovation:** Work with the leading, award-winning process mining technology, shaping the future of business.* **Accelerate Your Growth:** Benefit from clear career paths, internal mobility, a dedicated learning program, and mentorship opportunities.* **Receive Exceptional Benefits:** Including generous PTO, hybrid working options, company equity (RSUs), comprehensive benefits, extensive parental leave, dedicated volunteer days, and . Interns and working students explore your benefits .* **Prioritize Your Well-being:** Access to resources such as gym subsidies, counseling, and well-being programs.* **Connect and Belong:** Find community and support through dedicated inclusion and belonging programs.* **Make Meaningful Impact:** Be part of a company driven by strong that guide everything we do: Live for Customer Value, The Best Team Wins, We Own It, and Earth Is Our Future.* **Collaborate Globally:** Join a dynamic, international team of talented individuals.* **Empowered Environment:** Contribute your ideas in an open culture with autonomous teams.Celonis makes processes work for people, companies and the planet. The Celonis Process Intelligence Platform uses industry-leading process mining and AI technology and augments it with business context to give customers a living digital twin of their business operation. It’s system-agnostic and without bias, and provides everyone with a common language for understanding and improving businesses. Celonis enables its customers to continuously realize significant value across the top, bottom, and green line. Celonis is headquartered in Munich, Germany,