Presidio

Managing Client Principal, Digital Services, FinSrv

Presidio$130K — $180K *
US-AnywhereRemote in United States
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience and/or military experience
  • 13+ years of relevant experience
  • 10+ years in digital/cloud architecture, design, implementation, or consulting
  • Proven expertise in Financial Services (FinSrv) industry
  • 5+ years in application/software development or data platforms
  • 5+ years hands-on experience with AWS, Azure, or GCP
  • Experience in consultative presales and client presentations

Responsibilities

  • Drive sales of vertical-focused digital services with a strategic technical sales strategy
  • Mentor and enable team members while fostering an accountable team culture
  • Manage team human resources activities, including recruitment and retention strategies
  • Engage in client account activities to establish trust and deliver solutions
  • Lead technical opportunities in application modernization and AI solutions
  • Maintain technical excellence and provide relevant knowledge to clients
  • Drive discovery of customer IT states to develop future architectures

Benefits

  • Professional growth and career development initiatives for team members
  • Opportunities for team engagement and collaboration
  • Involvement in cutting-edge technology and digital trends
  • Fostering an inclusive and positive team culture
  • Support for ongoing learning and certification attainment
Full Job Description
The Role

Managing Client Principal (MCP), Digital, FinSrv (Financial Services, Banking)

Summary/Overview:

A Presidio Managing Client Principal (MCP), Digital, is a strategic player-coach leadership role responsible for building, mentoring, and leading a high-performing team of Principal Architects aligned to an Industry Vertical with a focus on application development and modernization, AI/GenAI, and data modernization, while also personally contributing to and leading strategic or complex client engagements. This role leads by example and coaches to ensure the team effectively and efficiently leverages presales methodologies, standards and best practices, technical acumen, key relationships (clients, internal Presidio stakeholders and vendor partners), and context analysis (Industry, Customer, Technical, Sales) to position and recommend solutions that that deliver long-term value to clients.

Key Responsibilities:

  • Drive Vertical Focused Digital Services Sales. In close partnership with a Vertical Industry Sales Leader, and Industry SME - and the broader sales team - formulate and execute a vertically aligned technical sales strategy to exceed revenue objectives through the adoption of Presidio Digital services - application modernization, application development, artificial intelligence (AI/GenAI), and data platforms and modernization - and related vertical offerings and accelerators. In close partnership with a Vertical Industry Sales Leader, establish, co-lead, and continuously refine shared guidelines and practices for opportunity onboarding and prioritization, team cadences, pursuit management, and account planning.
  • Team Leadership, Mentorship & Enablement. Be accountable and drive accountability for the PreSales and Vertical team shared guidelines and practices. Actively and periodically mentor, coach, and enable team members. Drive period cadences with team members to provide feedback and receive feedback. Execute professional growth and career development initiatives for team members. Provide timely feedback to leadership on staff and opportunities.
  • Team Management. Lead the execution and resolution of human resources and compensation related activities for the team members. Proactively recruit candidates for all roles and drive individualized retention and reward strategies for staff.
  • Account Leadership. Activity participate in client account related activities that establish the Solution Architect as a trusted advisor internally and with clients, such as: Account planning, EBCs, social events, etc. Serve as the technical leadership liaison to strategic accounts in a vertical.
  • Technical Opportunity Leadership. Lead strategic and select opportunities in application modernization, application development, artificial intelligence (AI) and data estates to achieve solution win of Presidio services solutions. Identify customer stakeholders and their individual success criteria and needs. Create and lead technical solution approaches and next steps aligned to customer stakeholders. Align, vet and coordinate Presidio technical resources as needed. Engage Manager/VP/Director/C-Suite level at clients directly. Be the point of contact for opportunity escalations
  • Technical Excellence & Evangelism.Maintain a high level of technical excellence and evangelism across multiple relevant solution architecture, product areas, and industry. Lead the curation and delivery of relevant technical knowledge, presentations, and conversations at all client levels and customer related events. Actively participate in technical champion programs and communities. Attain certifications when appropriate. Learn, discuss and present new and emerging relevant topics.
  • Understand Customer Current State. Proactively drive discovery and understanding of customer IT current state, goals, outcomes, and initiatives across Business, Technical, Operational, and Financial facets. Research industry trends and topics and develop discovery approaches. Develop and lead workshops to drive relevant discovery. Document customer current state to assist customer and sales teams target future state architectures and roadmaps.
  • Practice Delivery Engagement and Leadership Partnership. Actively participate as a leadership liaison between customers, sales and delivery resources to ensure customer success. Lead the collaboration with delivery engineering leadership on driving quality and properly risk managed solutions and staffing for customer proposals. Serve as point of contact to delivery engineering leadership for solution scoping escalation for the Principal Architects on the team.
  • Team Engagement and Enable Culture.Engage Presidio team members, activity participate in team activities, and contribute on collaboration tools to drive an open, positive, inclusive, resilient, change-orientated team culture. Be a steward of the PRESIDIO COORE VALUES -Excellence, Forward-Thinking, Accountability, One Presdio.
  • Partner Relationships.Develop working relationships with vendor partner teams and peers, prioritizing the hyper-scaler cloud solutions and relevant ecosystems. Contribute to and drive execution of relevant partner vendor GTM strategies.
  • Continuous Improvement & Innovation. Actively plan and execute growth and career development activities for the role and your team. Seek and collaborate with key stakeholders on improvements to presales processes and GTM.


Required Qualifications:

  • Bachelor's degree or equivalent experience and/or military experience
  • Overall 13+ years of relevant experience
  • 10+ years of architecture, design, implementation, and/or consulting in digital and/or cloud technologies
  • Demonstrated experience and proven expertise within the Financial Services (FinSrv) Industry
  • 5+ years of specific domain experience in one or more of the following: application and software development, application modernization, data estates , data platforms and modernization
  • 5+ years hands on experience with AWS, Azure and/or GCP
  • Demonstrated comfort leading presentations and discussions to leadership groups internally and at clients
  • 4+ years of experience in consultative presales: be curious and creative
  • Growth mindset and drive for trying new ideas and actively seek mentoring and coaching
  • Collaborative style and the ability to work with diverse set of stakeholders
  • Expert time management and ability to set expectations in a timely manner
  • Ability to provide timely feedback loops to leadership


Preferred Qualifications:

  • Demonstrated experience in leadership, management, or player-coach capacity
  • AWS Solution Architecture level certifications
  • Experience in delivering modern application architectures such as micro services, event driven architectures, and cloud native application frameworks
  • Experience in software engineering, code development, and or software delivery lifecycle (SDLC)
  • Experience with artificial intelligence (AI) solutions and deployments - including LLMs, GenAI and agentic AI
  • Experience with reviewing and/or writing statements of work (SOW)
  • Experience and/or ability to prepare RFP/RFI response, proposals, and solutions
  • Demonstrated comfort leading CIO/CTO level presentations, solution demonstrations and whiteboard sessions
  • Experience with hyper-scaler cloud technologies from Google and Microsoft

Applications will be accepted on a rolling basis.

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About Presidio

Presidio is a leading provider of information technology services and solutions for businesses of all sizes. The company offers a wide range of services, including cloud computing, cybersecurity, data center solutions, and more. Presidio was founded in 2003 and has since grown to become one of the largest IT services companies in the United States. The company has over 3,000 employees and serves clients in a variety of industries, including healthcare, finance, and government.
Learn more about Presidio
Size
2,900 employees
Industry
Founded
2003
NASDAQ

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