VP Client Partner - Wealth Management Client Focus - NYC

ExlService Holdings, Inc.; New York, Northern (NY, KY); Hybrid; USD 230,000 - 260,000; Full time

Job summary

EXLService Holdings, Inc. is seeking a VP Client Partner for Wealth Management to accelerate growth with top U.S. banks.

This senior role combines executive relationship management with strategic account expansion across Wealth Management priorities. The position is remote, but you must reside in the NY Tri-State Area and be willing to travel to EXL offices and client sites in NYC. Expertise in data, analytics, AI, and operations will help translate client priorities into transformational

Qualifications

• Senior wealth management executive with a track record of expanding strategic accounts.
• Experience engaging with executive leaders at large U.S. banks.
• Strong advisory and consulting capability across data, analytics, AI, and operations.

Responsibilities

• Drive executive engagement and develop long-term client partnerships.
• Identify opportunities across Wealth Management and create account expansions.
• Collaborate with account, solution, and delivery teams to position capabilities.

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

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.