VP Client Partner – Wealth Management

Jobtailor; New York (NY); On-site; USD 150,000 - 190,000; Full time

Job summary

EXL in New York is seeking a senior Wealth Management executive to lead growth within strategic banking accounts. You will build relationships with senior leaders, expand footprint, and drive data/AI-enabled transformation.

Required are 12+ years in Wealth Management/financial services consulting, deep domain expertise, and a Bachelor's degree; MBA preferred. Travel as needed, based in NYC metro area.

Qualifications

• 12+ years of experience in Wealth Management, banking consulting, financial services consulting, or banking technology/services.
• Deep expertise in Wealth Management across Analytics, Data, AI, or Operations.
• Strong relationships with senior Wealth Management executives across large U.S. banks.
• Proven success opening new buying centers and expanding business within existing client accounts.
• Experience influencing and selling to senior business stakeholders.
• Strong understanding of data, analytics, AI, and technology-led transformation in banking.
• Exceptional executive presence and relationship-building skills.
• Bachelor's degree required.
• Based in the New York metropolitan area.
• Willingness to travel as required.
• MBA or advanced degree preferred.

Responsibilities

• Develop and execute Wealth Management growth plans within existing strategic banking accounts
• Establish relationships with Wealth Management business leaders and key decision-makers where EXL has limited current presence
• Partner with existing account teams to expand EXL's footprint and increase wallet share
• Build trusted advisor relationships with Wealth Management executives and business leaders
• Leverage industry network and market knowledge to create access to new buying centers
• Facilitate executive conversations around growth, risk, efficiency, and transformation priorities
• Identify and qualify opportunities aligned to Wealth Management priorities
• Shape client conversations around data, analytics, AI, and operational transformation
• Partner with EXL domain and solution teams to develop business cases and proposals
• Support opportunity pursuits through executive presentations, workshops, and strategic account planning
• Maintain understanding of Wealth Management trends, competitive dynamics, and emerging technologies
• Provide market intelligence and thought leadership to clients and internal stakeholders
• Represent EXL at industry forums, client events, and executive briefings

Skills

Wealth Management Expertise

Data Analytics Proficiency

AI Implementation Experience

Relationship-Building

Strategic Account Planning

Education

Bachelor's Degree

MBA or Advanced Degree Preferred

Job description

• Develop and execute Wealth Management growth plans within existing strategic banking accounts


• Establish relationships with Wealth Management business leaders and key decision-makers where EXL has limited current presence


• Partner with existing account teams to expand EXL's footprint and increase wallet share


• Build trusted advisor relationships with Wealth Management executives and business leaders


• Leverage industry network and market knowledge to create access to new buying centers


• Facilitate executive conversations around growth, risk, efficiency, and transformation priorities


• Identify and qualify opportunities aligned to Wealth Management priorities


• Shape client conversations around data, analytics, AI, and operational transformation


• Partner with EXL domain and solution teams to develop business cases and proposals


• Support opportunity pursuits through executive presentations, workshops, and strategic account planning


• Maintain understanding of Wealth Management trends, competitive dynamics, and emerging technologies


• Provide market intelligence and thought leadership to clients and internal stakeholders


• Represent EXL at industry forums, client events, and executive briefings

Requirements

• 12+ years of experience in Wealth Management, banking consulting, financial services consulting, or banking technology/services


• Deep expertise in Wealth Management across Analytics, Data, AI, or Operations


• Strong relationships with senior Wealth Management executives across large U.S. banks


• Proven success opening new buying centers and expanding business within existing client accounts


• Experience influencing and selling to senior business stakeholders


• Strong understanding of data, analytics, AI, and technology-led transformation in banking


• Exceptional executive presence and relationship-building skills


• Bachelor's degree required


• Based in the New York metropolitan area


• Willingness to travel as required


• MBA or advanced degree preferred

Core Competencies

Demonstrates deep expertise in Wealth Management, particularly in Analytics, Data, AI, and Operations, while effectively building relationships with senior executives and driving business growth through strategic account planning and market intelligence.

Highest-signal resume keywords

• Wealth Management Expertise


• Data Analytics Proficiency


• AI Implementation Experience


• Relationship-Building Skills


• Strategic Account Planning

Hard Skills

• Wealth Management


• Banking Consulting


• Financial Services Consulting


• Data Analytics


• AI


• Operational Transformation


• Business Case Development


• Market Intelligence


• Client Presentations


• Opportunity Qualification

Soft Skills

• Executive Presence


• Relationship-Building

Certifications & Qualifications

• Bachelor's Degree


• MBA or Advanced Degree Preferred

Industry Keywords

• Banking Technology


• Client Events


• Executive Briefings


• Growth Plans


• Buying Centers


• Market Knowledge


• Competitive Dynamics


• Thought Leadership