VP Client Partner - Wealth Management Client Focus - NYC

EXL; New York (NY); On-site; USD 230,000 - 260,000; Full time

Benefits offered by this job

RSU eligibility

Annual bonus target

Remote work in NY area

Travel to NY offices and client sites

Job summary

EXL is seeking a VP Client Partner focused on Wealth Management in the New York area. This remote role requires residency in the NY Tristate Area with travel to EXL offices and client sites in NYC. The base salary range is $230k to $260k, plus annual bonus target and RSU eligibility.

The candidate will lead senior-level client engagement, leverage industry expertise, and collaborate with account teams and delivery groups to grow revenue and partnerships in Wealth Management.

Qualifications

• Must have a track record of expanding strategic accounts in Wealth Management.
• Experience in opening executive relationships with Wealth Management leaders.
• Ability to translate client priorities into consulting and transformation opportunities.

Responsibilities

• Accelerate growth within Wealth Management accounts.
• Establish and expand executive relationships with Wealth Management leaders.
• Position EXL's Data, Analytics, AI, and Operations capabilities to address priorities.
• Drive incremental revenue growth through advisory engagements.

Skills

Executive relationship building

Wealth management expertise

Business development

Consultative selling

Job description

• Job Title: VP Client Partner – Wealth Management Client Industry Focus - New York
• Location: Remote but must reside in the NY Tristate Area (Travel to EXL offices and Client sites in NYC)
• Base Salary range - $230k to $260K plus annual bonus target and RSU eligibility
• To learn more about what we offer please visit us at https://www.exlservice.com/us-careers-and-benefits

• Job Title: VP Client Partner – Wealth Management Client Industry Focus - New York
• Location: Remote but must reside in the NY Tristate Area (Travel to EXL offices and Client sites in NYC)
• Base Salary range - $230k to $260K plus annual bonus target and RSU eligibility
• To learn more about what we offer please visit us at https://www.exlservice.com/us-careers-and-benefits

EXL is seeking a senior Wealth Management executive to accelerate growth within its strategic banking accounts. This role will be responsible for establishing and expanding relationships with Wealth Management leaders at large U.S. banks where EXL has an established presence but limited penetration within Wealth Management.

The individual will leverage deep industry expertise and executive relationships to identify opportunities across Wealth Management. Working closely with account teams, solution leaders, and delivery teams, the role will help position EXL's Data, Analytics, AI, and Operations capabilities to address key Wealth Management priorities and drive incremental revenue growth.

This is a highly consultative, relationship-driven role focused on executive engagement, opportunity creation, account expansion, and long-term client partnership development.

Ideal Candidate Profile

A current Top Tier Consulting Firm Client Partner who has past experience as a Wealth Management executive, senior banker, or industry sales leader with an established & maintained client network across Wealth Management organizations and a demonstrated track record of expanding strategic accounts, opening new executive relationships, and converting business priorities into consulting and transformation opportunities within those Wealth Management organizations.