Client Partner - Banking / Financial Services / Capital Markets

Large IT Services Firm (client of TechLink Systems)

$325K — $350K + $100K bonus *
New York, NY 10001
+ 3 other locationsHybrid
Information Technology
15+ years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in client partner roles within the banking and financial services sector
  • Proven track record in managing client accounts with a strong P&L responsibility
  • Exceptional relationship management skills with C-level executives
  • Experience in business development and strategic account planning
  • Ability to collaborate with diverse teams to ensure client satisfaction

Responsibilities

  • Manage and enhance client relationships to drive business growth
  • Develop and maintain a portfolio valued at over $40M
  • Lead the entire opportunity management cycle from prospecting to closing deals
  • Ensure successful delivery of services by collaborating with delivery stakeholders
  • Create and execute comprehensive account plans, addressing client needs and opportunities

Benefits

  • Opportunity to work with high-profile clients in banking and financial services.
  • Engagement in strategic account planning and governance processes.
  • Access to collaboration with senior stakeholders in the organization.
Full Job Description

Client Partner, Banking and Financial Services vertical.

The person will be leading all the client interfaces within the assigned account along with the Group Managers to build the account plan and will be responsible for client management based on the account plan. Usually, the Client Partner/ Senior Client Partner handles a single account or part of a large account with a P&L 50MM+

Key Responsibilities

  • Client relationship management and business development: manage client relationships, build a portfolio up to $40M+, own the opportunity management cycle: Prospect-Evaluate-Propose-Close
  • Client delivery assurance: collaborate with all delivery stakeholders involved to ensure fulfillment of all commitments to the client
  • Account planning and governance: create the account plan including relationships required, opportunities to be pursued, price decisions, etc.

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