Client Partner - Banking & Capital Markets (VP, West Coast)

Title: Client Partner - Banking & Capital Markets (VP - East Coast)

Location: San Francisco, CA / Remote (Bay area / Silicon Valley area preferred)

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

Compensation: $240k - $285k plus annual bonus and RSU's

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.