Executive Client Partner, Banking & Financial Services

Chase Winters Worldwide; Washington, Tacoma (District of Columbia, WA, MD); On-site; USD 180,000 - 280,000; Full time

Job summary

Chase Winters Worldwide, a leading retained executive search firm, is conducting a highly visible search for a Client Partner (Banking / Financial Services Industry Practice) on behalf of a global strategic IT and management client. The role is based in the Washington DC Metropolitan Area and serves as the primary executive interface within the assigned account scope.

You will leverage IT services and consulting expertise to manage executive-level relationships, own a growing portfolio with P&L

Qualifications

• 8+ years of professional experience in sales, account management, and relationship management.
• Strong business development and project management experience.
• Experience managing large enterprise accounts with P&L responsibility.
• Experience serving Banking/Financial Services sector.
• C-suite engagement experience.
• Experience leading proposal creation and executive presentations.
• Strong leadership, communication, negotiation, and stakeholder management skills.
• Broad IT services and consulting engagement experience.

Responsibilities

• Manage, expand, and strengthen executive-level client relationships within leading banking and financial services institutions.
• Own and grow a multi-million dollar portfolio with full opportunity lifecycle responsibility.
• Develop and execute a comprehensive Account Plan, including revenue targets, relationship mapping, pricing strategy, governance structure, and competitive positioning.
• Drive initiatives aligned to banking-specific challenges such as core modernization, digital banking transformation, lending platforms, payments modernization, API enablement, cloud migration, and AI-driven customer experience solutions.
• Collaborate with delivery leadership and global teams to ensure operational excellence and fulfillment of all contractual commitments.
• Lead proposal development, pricing strategy, contract negotiations, and executive presentations.
• Provide delivery assurance by partnering with cross-functional stakeholders across consulting, technology, and operations teams.

Skills

Relationship management

Account management

Business development

Executive communication

P&L management

Job description

Chase Winters Worldwide, a leading retained executive search firm, is conducting a highly visible search for a Client Partner (Banking / Financial Services Industry Practice) on behalf of a global strategic IT and management client. The role is based in the Washington DC Metropolitan Area and serves as the primary executive interface within the assigned account scope.

You will leverage IT services and consulting expertise to manage executive-level relationships, own a growing portfolio with P&L