Client Executive - Financial Services (Large Financial Institutions)
$92.25k - $153.75kTransUnion
Team Overview The Client Executive is a strategic, client-facing leader responsible for driving growth and deepening relationships with a key financial services client through data-driven solutions in credit, fraud, and marketing analytics. Partnering closely with senior executives, you'll lead complex initiatives, negotiate high-value agreements, and deliver integrated solutions within a highly matrixed environment. This role will report directly to the Director of Sales - Diamonds. This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week. Role Overview and Core Responsibilities Partner with Industry Executives to identify and drive adoption of new product opportunities, supporting strategic client growth. Develop and execute growth strategies to deepen relationships with a key, large-scale client, delivering on revenue and expansion goals. Lead and manage high-impact client initiatives, leveraging strong project management and organizational skills in a fast-paced environment. Negotiate and close complex, multi-million dollar, long-term agreements with senior stakeholders. Demonstrate exceptional executive communication skills, a business-oriented mindset (Bachelor's degree or equivalent experience), and willingness to travel up to 40%. Required Knowledge and Experiences 10+ years of experience in direct sales and/or partnerships within banking or fintech, with a proven ability to engage across all levels of the buying organization. Build and maintain trusted relationships with executive-level buyers and influencers, navigating complex stakeholder environments with credibility and influence. Strong understanding of data-driven solutions (credit, fraud, marketing/analytics) and how they address critical client business challenges. Demonstrated ability to operate effectively in a highly matrixed organization, collaborating cross-functionally to deliver optimal client outcomes. Skilled at navigating complex client environments and delivering integrated, strategic solutions tailored to client needs. Deep financial services industry expertise, including banking, fintech, credit risk, fraud, marketing, and analytics. Benefits that support every part of your life At TransUnion, we design benefits to help you feel well, do well, and plan well—from day one. For Your Health : Enjoy day‑one eligibility for medical, dental, and vision coverage, plus supplemental plan options. Spousal, domestic partner, and other eligible dependent coverage is available on select plans. Choose tax‑advantaged HSA and FSA accounts to make everyday care more affordable. For Your Protection : We've got your back with company‑paid basic life and AD&D, optional voluntary life and AD&D for you and your family, and short and long‑term disability. You can also opt into a legal plan, pet insurance, and travel accident coverage. For Your Family : From adoption assistance and fertility planning coverages to caregiver support, we're here for every chapter. Access Depend‑Care FSA for possibility of an employer match, a complimentary View email address on click.appcast.io membership, and up to 12 weeks of paid parental leave with eligibility for a thoughtful, gradual return. For Your Future : Build toward what's next with our 401(k) with employer match and Employee Stock Purchase Plan (ESPP). Tap financial wellness resources, career coaching, and optional long‑term care insurance to plan confidently. For You : Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back. For Your Wellness : Access 24/7 support including professional therapy, coaching, and emotional wellbeing programs alongside guided meditation and resources that support physical, mental, social, and financial wellness. We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans’ Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion’s affirmative action program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting View email address on click.appcast.io. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act. TransUnion complies with all applicable immigration laws and regulations. The Company does not presently provide employer support or sponsorship for an immigration‑related employment benefit for this position. Applicants must be authorized to work in the United States on a full‑time basis without the need for employer support or sponsorship now or in the future. Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company’s reputation are also essential expectations of this position. Pay Scale Information: The U.S. base salary range for this position is $92,250.00 - $153,750 annually. This position is eligible for both base pay and commission earnings. TransUnion commission targets are generally 20% - 50% of base salary and may vary based on position. The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job‑related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Certain positions may also be eligible for long‑term incentives and other payments based on applicable company guidance and plan documents. TransUnion Overview: At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate and contribute to a better future for our communities and customers. We strive to build an environment where our associates are in the driver’s seat of their professional development—while having access to help along the way. We recognize that success comes when our associates thrive both professionally and personally; that’s why we prioritize work/life flexibility and offer resources for our teams across the globe to collaborate and drive excellence. Be a part of our Workforce for Good—you’ll work with great people, pioneering products and cutting‑edge technology. TransUnion’s Internal Job Title: CE II, Account Dev - Direct Sales Company: TransUnion LLC #J-18808-Ljbffr TransUnion LLC
- ...suite of personal and business services—including solar, residential,... ...to inclusive, values-driven financial services. Regulated by the... ...Leadership & Vision Design & execute enterprise-wide customer support... ...demonstrated success leading large, remote teams and developing...SuggestedFull timeTemporary workImmediate startRemote work
- Overview CAPTRUST is seeking a Senior Institutional Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource...SuggestedFull timeTemporary workLocal areaMonday to ThursdayFlexible hours
- ...Position Purpose: The Senior Client Executive assumes the leadership role... ...with a portfolio of large, multi-million dollar clients... ...develop a plan to secure timely Service Agreement Renewals. Monitor... ...with large/complex financial organizations. Preferred...SuggestedWork experience placement
- ...Bank's high standards for the client experience. Probes with... ...branch and clients. Client Service - Establishes a rapport with... ...Collections, Customer Service, or Financial services Additional... ...experience Bachelor's degree Large Financial Institution or Banking industry...Suggested
- ...Enterprise Account Executive - Named Accounts We believe... ...to live a healthier financial life. We work with... ...accounts to the apps and services they want to use.... ...covers 12,000 financial institutions across the US, Canada,... ...lasting relationships with large companies in North...SuggestedWork experience placementLocal area
$100k - $140k
Client Services Executive - Strategic Resourcing - Media & Gaming #26-1762 Multiple Locations Eligible... ...Program, Wellness program Financial Benefits: Competitive pay, Profit Sharing... ...and local governments, educational institutions, employment agencies and labor...Contract workLocal areaFlexible hours- A financial services firm in Chapel Hill, NC is seeking a Client Services Manager to ensure high-quality service for high-net-worth clients. The candidate should possess over 5 years of experience in an operations role within the finance, education, or healthcare sectors...Work at office
- ...center of student acquisition, financial aid and services, alumni revenue, and cross... ...a critical member of the executive leadership team,... ...profitable, mission-driven institution entering a significant next... ...executive with experience leading large, multi-layered teams,...
$45k - $55k
Highstreet Insurance and Financial Services is hiring a Client Manager within our Raleigh and Chapel Hill locations to provide high-level service and long-term account support for our personal lines clients. This role is 99% service-focused, with expectations for strategic...$180k - $200k
...Bankruptcy & Restructuring Associate – Financial Services Location: Charlotte or Raleigh,... ...looking to build long-term client relationships and expand their experience... ...transactions, preferably in a large law firm or financial institution. ~ Experience with syndicated...$94.4k - $293.8k
...at the heart of our clients' organizations so that... ...years of experience in Financial Services specializing in... ...experience leading complex, large-scale transformation... ...at sell-side institutions with a proven track record... ...influencing senior and executive client stakeholders...Live inWork at officeLocal area$45k - $55k
Highstreet Insurance & Financial Services is hiring a Client Manager for their Raleigh and Chapel Hill locations. This position focuses on high-level service for personal lines clients, managing an assigned book of business, and providing coverage recommendations. The salary...$160 per hour
Financial Services Junior Associate - National Law Firm - Charlotte - $16... ...excellent opportunity to join a large, nationally recognised U.S.... ...advising banks, financial institutions and corporate borrowers on... ...lawyers on complex deal execution across the full transaction...Temporary workWork at officeRelocationRelocation packageFlexible hours- ...leader in serving the global financial services marketplace and the only... ...industry, working with clients from venerable institutions to dynamic new entrants... ...or workstreams; work is largely self-directed with... ...Excellent troubleshooting, execution, and communication skills...Flexible hours
- ...Raleigh to support the company’s financial strategy. Business Analysis... ...to develop small, mid and large‑size client relationships and promote... .... Infosys Financial Services - Digital Transformation Overview... ...for financial institutions, leveraging AI, cloud, and...Remote jobFull timeContract workBank staff
- ...skills, and experience handling large and complex commercial exposures within major financial institutions. Key Responsibilities Credit... ...& Portfolio Assessment Execute independent file review assessments... ...Office-based financial services environment 5 days onsite required...Permanent employmentFull timeWork at office
$31.2k - $51.25k
AgencyAdult CorrectionDivisionCOO - OPS - Institutions OperationsJob Classification... ...divisions include Administration, Health Services, Rehabilitation & Reentry, Special Operations... ...Trust Fund Office and assisting with the financial operations of the North Carolina...Work experience placementWork at officeTrial periodNight shift- ...a specialized practice area within a large, complex global banking organization... ...and the New York State Department of Financial Services, among other key regulators The Bank Regulatory... ...legal function, a law firm financial institutions regulatory practice, or a bank...
- ...results-driven mindset to ensure our clients achieve their goals. Our mission... ...cloud advisory, engineering, financial management, and security services while continuously learning and innovating... ...clients. With a focus on execution, agility, and excellence, we are the...
- ...PostgreSQL community, EDB supports major government organizations, financial services, media and information technology companies. EDB’s data‑... ...for your accounts. You will develop, prioritize, and execute customer success plans to nurture and guide your customers along...Remote work
- Join a global financial services firm delivering investment, retirement, and wealth... ...markets, the business supports institutions, advisers, companies, and private clients through asset management,... ...proactive issue prevention within a large-scale financial environment....Worldwide
$50k - $110k
Job Title Financial Examiner-Bank Team at NC Department of Health and Human Services About Us North Carolina State Government is one... ...stronger North Carolina. We are a large organization comprised of... ...of various financial institutions operating in North Carolina....Bank staffWork at officeNight shift- ...deposit reporting to ensure executive-ready insights across regulatory... ..., and distribution of financial data for complex quarterly/annual... ...income statement reporting in a large financial institution About Us Chase is a leading financial services firm, helping nearly half of...
$143.19k - $244.44k
...transformations spanning financial planning,... ...integration, or large-scale change initiatives... ...financial services organizations. You... ...work closely with executive stakeholders to... ...engagement Leadership & Client / Stakeholder... ...large financial institutions Familiarity with...Work at officeLocal area$102.1k - $187k
...a better working world. Tax Services Manager - Financial Services Office - Customer Tax... ...working side by side with a range of clients from our most venerable institutions to dynamic new entrants across... ...are managed within large to medium size companies. Your...Summer holidayWork at officeRemote workFlexible hours- ...Qualifications 8+ years of experience in US mortgage servicing domain in transformation programs... ...set of stakeholders in banking or financial institutions across business, operations, technology, compliance etc. Experience in large scale mortgage servicing platform transformation...
- ...& Restructuring Practice Group on the Financial Services Team in Raleigh. Responsibilities Document... ...various financial transactions. Manage large commercial and corporate lending... ...attention to detail. Commitment to exceptional client service. Licensed or eligible to be...Immediate start
- Overview The Infosys Financial Services unit is a global leader... ...for financial institutions. We specialize in leveraging... ...to help our clients accelerate growth and... ...Create and guide the execution of comprehensive testing... ...patterns Experience in large enterprise environments...Temporary workRelocation
$25.87 per hour
...responsible for implementation and execution of various post‑award and financial management activities for... ...Programs Financial Services (SPFS) supporting Allegheny‑Singer Research Institute and Allegheny Health... ...independently; prioritize and manage large volumes of work to meet...Contract workFor contractorsLocal area$80k - $179.4k
...Manager III within PNC's Financial Wellness Solutions... ...comprehensive suite of services designed to support the... ..., you will drive new client acquisition and solution... ...prospects within the Large Corporate, Diversified... ...(DIG), and Financial Institutions Group (FIG) segments....Full timeTemporary workPart timeWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Executive - Financial Services (Large Financial Institutions). Be the first to apply!
- senior client services manager Raleigh, NC
- client service manager Raleigh, NC
- member engagement manager Raleigh, NC
- client executive Raleigh, NC
- senior engagement manager Raleigh, NC
- client solutions executive Raleigh, NC
- customer engagement manager Raleigh, NC
- client services supervisor Raleigh, NC
- client experience manager Raleigh, NC
- client services coordinator Raleigh, NC


