Data Management, Solution Architect/Tech Lead – Banking & Capital Markets

EXL

Pittsburgh (Allegheny County)

Remote

USD 160,000 - 200,000

Full time

14 days+

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Job summary

A leading consulting firm seeks an experienced engagement leader in the Banking and Capital Markets practice. This role requires technical expertise, client relationship management, and business acumen to drive collaboration, deliver integrated solutions, and achieve growth targets. Responsibilities include building relationships with key clients, developing tailored proposals, and mentoring junior team members. Candidates should have 10+ years in banking or financial consulting, with strong skills in technology and engagement leadership. Expected base pay is $160,000 - $200,000 annually.

Qualifications

Proven track record in managing multimillion-dollar accounts.
Driving revenue growth and leading cross-functional teams.
Strong expertise in technical design discussions.

Responsibilities

Build and maintain relationships with banking and capital markets clients.
Lead development of tailored technical proposals.
Monitor account performance and drive growth.
Coordinate across advisory, technology, and operations teams.
Stay current on industry trends and contribute to thought leadership.
Mentor and guide junior team members.

Skills

Extensive experience in banking and capital markets

Strong technical foundation with exposure to fintech

Familiarity with modern technology ecosystems

Ability to manage and lead technical delivery teams

Excellent communication and presentation skills

Proven ability to handle multiple engagements simultaneously

Strong understanding of Enterprise Data Management (EDM) solutions

Adept at adapting methodologies to client needs

Experience in mentoring teams

Ability to resolve conflicts effectively

Education

10+ years in banking or financial consulting

5+ years in a leadership or client-facing role

Tools

AWS

Azure

GCP

Databricks

Snowflake

Job description

We are seeking a dynamic and experienced engagement leader to serve as the data leader in our Banking and Capital Markets practice. This role focuses on driving collaboration across internal teams and clients to deliver integrated solutions that create measurable business impact. The SAVP acts as a key connector, ensuring alignment between advisory, technology, and operations, while strengthening client relationships and supporting revenue growth across multiple engagements. This position requires a blend of technical expertise, client relationship management, and business acumen to achieve ambitious growth targets in a fast-paced financial landscape. They’re also responsible for enabling communication between clients, other EXL business units, internal support staff, as well as multi-functional and multi-shore project teams. This position may require frequent travel to client sites in the U.S.

Responsibilities

Client Engagement & Relationship Management

Build and maintain strong relationships with key banking and capital markets clients. Act as the primary contact for strategic discussions, understanding client needs and identifying opportunities for value creation through consultative engagement.

Solution & Proposal Development

Lead development of tailored technical proposals in collaboration with cross-functional teams. Design innovative solutions in areas like data modernization, digital transformation, and fintech integration, ensuring proposals are practical, competitive, and aligned with best practices.

Account & Revenue Growth

Monitor account performance and drive growth through upsell and cross-sell opportunities. Achieve revenue targets by expanding service offerings and leveraging emerging technologies such as AI, cloud, and data platforms.

Leadership & Delivery Oversight

Coordinate across advisory, technology, and operations teams to ensure seamless delivery. Promote collaboration, resolve interdependencies, and foster knowledge sharing for efficiency and innovation.

Market Awareness & Thought Leadership

Stay current on industry trends, regulatory changes, and competitive dynamics. Contribute to thought leadership through client presentations, webinars, and whitepapers.

Team Development

Mentor and guide junior team members, fostering a high-performance culture and building capabilities in client management and solution design.

Qualifications

Minimum of 10+ years in banking, capital markets, or financial consulting, with at least 5 years in a leadership or client-facing role. Proven track record in managing multimillion-dollar accounts, driving revenue growth, and leading cross-functional teams.

Strong expertise in technical design discussions and the ability to provide strategic consulting to enable large-scale engagements is essential for this role.

Skills:

Extensive experience in banking and capital markets, covering trading, risk management, regulatory compliance, and digital transformation.
Strong technical foundation with exposure to fintech, data analytics, cloud platforms, and AI-driven solutions.
Familiarity with modern technology ecosystems such as hyperscalers (AWS, Azure, GCP), Databricks, Snowflake, and emerging AI/ML tools.
Ability to manage and lead technical delivery teams, ensuring successful execution of client engagements.
Skilled in proposal development, technical workflow design, and driving large-scale implementations.
Excellent communication and presentation skills, capable of translating complex concepts for diverse audiences.
Proven ability to handle multiple engagements simultaneously, balancing priorities in a matrixed environment.
Strong understanding of Enterprise Data Management (EDM) solutions and related tools, enabling informed client discussions.
Adept at adapting methodologies to client needs to deliver value and maintain profitability.
Experience in mentoring teams and conducting internal training programs.
Ability to resolve conflicts effectively and maintain strong client relationships.