EXL Service

VP Client Partner - West Coast

EXL Service$200K — $260K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8-10 years of client-facing experience at a Big 4 or similar consulting firm in banking or financial services.
  • Strong knowledge of U.S. banking operations, risk, compliance, and digital transformation.
  • Ability to integrate technology with business strategies, especially in cloud and AI.
  • Proven success in fostering strategic relationships and managing transformation initiatives.
  • Excellent communication and stakeholder engagement abilities with a focus on consultative selling.
  • Bachelor's degree in Business, Finance, Technology; MBA is preferred.

Responsibilities

  • Act as a strategic advisor to senior banking executives (CIO, CFO, COO, CRO).
  • Promote account growth and identify new opportunities across various service areas.
  • Lead discussions on business transformation, offering tech-enabled solutions to banking challenges.
  • Coordinate cross-functional teams to ensure effective delivery of client outcomes.
  • Stay informed on banking trends such as digital banking, GenAI, and regulatory compliance to guide client strategies.
  • Engage with CXOs to develop strategic roadmaps and contribute to thought leadership in the financial sector.

Benefits

  • Remote work flexibility with preference for candidates in the Bay Area or Silicon Valley.
  • Eligibility for annual bonus and Restricted Stock Units (RSUs).
  • Opportunity to engage with senior stakeholders and influence large-scale banking transformations.
Full Job Description
Job Description

Job Title: Client Partner - Banking
  • Location: San Francisco, CA / Remote (Bay area / Silicon Valley area preferred)
  • Base Salary - $200k - $260k, plus annual bonus and RSU eligibility
  • Experience: 8-10 years with a Big 4 or Top 10 consulting firm managing and supporting Banking & Financial Services accounts
  • Reports to: Head of Client Success - Banking & Capital Markets

Role Overview

We are seeking a dynamic and strategic Client Partner - Banking to lead and grow key client relationships within the U.S. financial services sector. Ideal candidates bring a Big 4 consulting background, techno-functional expertise, and a proven ability to engage with C-suite stakeholders at leading banks.

This is a pivotal role that blends relationship management, solution consulting, and strategic advisory to drive transformational growth across data, digital, operations, and AI-led initiatives.

Responsibilities

  • Serve as the strategic advisor and trusted partner to senior executives (CIO, CFO, COO, CRO) at top U.S. banks.
  • Drive account growth, identify white-space opportunities, and lead multi-tower solution conversations across AI, analytics, data, and operations.
  • Lead business transformation discussions, translating banking challenges into data-driven, tech-enabled solutions.
  • Orchestrate cross-functional teams including solution architects, domain experts, delivery leads, and innovation teams to deliver high-impact outcomes.
  • Maintain deep understanding of evolving banking trends-digital banking, FedNow, GenAI, operational risk, ESG, and compliance-and proactively shape client strategies.
  • Champion CXO-level engagement, design roadmaps, and support thought leadership initiatives within the Financial Services vertical.


Qualifications

  • Prior or recent client facing experience at a Big 4 consulting firm or equivalent with 8-10 years of experience servicing banking or financial services clients.
  • Strong exposure to U.S. banking operations, risk, and compliance, with a grasp of regulatory and digital transformation priorities.
  • Ability to bridge technology and business strategy, ideally with experience in cloud, core banking platforms, intelligent automation, or AI/ML.
  • Proven track record in building and growing strategic relationships and managing large transformation programs.
  • Strong communication, influencing, and stakeholder management skills, with a consultative selling approach.
  • Bachelor's degree in Business, Finance, Technology, or related field; MBA preferred.

About EXL Service

EXL Service is a leading operations management and analytics company that helps businesses enhance growth and profitability. The company provides services in areas such as finance and accounting, customer service, and healthcare. EXL Service was founded in 1999 and is headquartered in New York, New York.
Learn more about EXL Service
Size
31,000 employees
Industry

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