Wealth Management Growth Partner - Senior Client Executive

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

Job summary

EXL is seeking a senior Wealth Management executive to accelerate growth within its strategic banking accounts and to establish and expand relationships with Wealth Management leaders at large U.S. banks.

This role will leverage industry expertise and executive relationships to identify opportunities across Wealth Management and to drive incremental revenue growth. The position is remote but requires residence in the NY Tri-state Area, with travel to EXL offices and client sites in NYC.

Qualifications

• Senior Wealth Management executive with an established client network across Wealth Management organizations.

Responsibilities

• Establish and expand relationships with Wealth Management leaders at large U.S. banks.
• Position EXL's Data, Analytics, AI, and Operations capabilities to address Wealth Management priorities and drive incremental revenue growth.
• Engage with clients at executive levels to create opportunities and develop long-term partnerships.

Job description

EXL is seeking a senior Wealth Management executive to accelerate growth within its strategic banking accounts and to establish and expand relationships with Wealth Management leaders at large U.S. banks.

This role will leverage industry expertise and executive relationships to identify opportunities across Wealth Management and to drive incremental revenue growth. The position is remote but requires residence in the NY Tri-state Area, with travel to EXL offices and client sites in NYC.