Strategic Client Partner – Banking & AI Solutions (Remote)

EXL; San Francisco (CA); On-site; USD 200,000 - 260,000; Full time

Job summary

EXL is seeking a dynamic Client Partner - Banking to lead and grow key client relationships in the U.S. financial services sector. Ideal candidates bring a Big 4 background, techno-functional expertise, and the ability to engage with C-suite stakeholders at leading banks.

This role blends relationship management, solution consulting, and strategic advisory to drive growth across data, digital, operations, and AI-led initiatives. Remote/Hybrid work options in the Bay Area are available.

Qualifications

• 8-10 years of client-facing experience at a Big 4 or Top 10 consulting firm servicing Banking & Financial Services accounts.
• Strong exposure to U.S. banking operations, risk, and compliance.
• Ability to bridge technology and business strategy, with experience in cloud, core banking, intelligent automation, or AI/ML.
• Proven track record in building and growing strategic relationships and managing large transformation programs.
• Strong communication, influencing, and stakeholder management skills, with a consultative selling approach.

Responsibilities

• Serve as strategic advisor to senior executives (CIO, CFO, COO, CRO) at top U.S. banks.
• Drive account growth and lead multi-tower solution conversations across AI, analytics, data, and operations.
• Lead business transformation discussions translating banking challenges into data-driven solutions.
• Orchestrate cross-functional teams to deliver high-impact outcomes.
• Maintain understanding of evolving banking trends and proactively shape client strategies.
• Champion CXO-level engagement and design roadmaps within Financial Services.

Skills

Client relationship management

Stakeholder management

Strategic advisory

Consultative selling

Communication

Digital transformation

Education

Bachelor's degree in Business/Finance/Technology

MBA preferred

Job description

EXL is seeking a dynamic Client Partner - Banking to lead and grow key client relationships in the U.S. financial services sector. Ideal candidates bring a Big 4 background, techno-functional expertise, and the ability to engage with C-suite stakeholders at leading banks.

This role blends relationship management, solution consulting, and strategic advisory to drive growth across data, digital, operations, and AI-led initiatives. Remote/Hybrid work options in the Bay Area are available.