VP Client Partner - Wealth Management Client Focus - NYC
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What you'll do
- Accelerate growth within strategic banking accounts
- Responsible for establishing and expanding relationships with Wealth Management leaders at large U.S. banks
- Leverage deep industry expertise and executive relationships to identify opportunities across Wealth Management
- Work closely with account teams, solution leaders, and delivery teams to position EXL's Data, Analytics, AI, and Operations capabilities
- Drive incremental revenue growth by addressing key Wealth Management priorities
- Engage in executive outreach, opportunity creation, account expansion, and long-term client partnership development
What they're looking for
- Must reside in the NY Tristate Area
- Senior Wealth Management executive experience
- Established & maintained client network across Wealth Management organizations
- Demonstrated track record of expanding strategic accounts, opening new executive relationships, and converting business priorities into consulting and transformation opportunities
Nice to have
- Current Top Tier Consulting Firm Client Partner experience
- Past experience as a Wealth Management executive, senior banker, or industry sales leader
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
- Job Title: VP Client Partner – Wealth Management Client Industry Focus - New York
- Location: Remote but must reside in the NY Tristate Area (Travel to EXL offices and Client sites in NYC)
- Base Salary range - $230k to $260K plus annual bonus target and RSU eligibility
- To learn more about what we offer please visit us at https://www.exlservice.com/us-careers-and-benefits
EXL is seeking a senior Wealth Management executive to accelerate growth within its strategic banking accounts. This role will be responsible for establishing and expanding relationships with Wealth Management leaders at large U.S. banks where EXL has an established presence but limited penetration within Wealth Management.
The individual will leverage deep industry expertise and executive relationships to identify opportunities across Wealth Management. Working closely with account teams, solution leaders, and delivery teams, the role will help position EXL's Data, Analytics, AI, and Operations capabilities to address key Wealth Management priorities and drive incremental revenue growth.
This is a highly consultative, relationship-driven role focused on executive engagement, opportunity creation, account expansion, and long-term client partnership development.
Ideal Candidate Profile:
A current Top Tier Consulting Firm Client Partner who has past experience as a Wealth Management executive, senior banker, or industry sales leader with an established & maintained client network across Wealth Management organizations and a demonstrated track record of expanding strategic accounts, opening new executive relationships, and converting business priorities into consulting and transformation opportunities within those Wealth Management organizations.
Company
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