Principal Client Executive - Financial Services

Principal Client Executive - Financial Services Industry - Remote (Jacksonville or Tampa, FL)

Company Overview:
The Select Group (TSG) is a privately held technology consulting firm headquartered in Raleigh, North Carolina. Since 1999, we've been at the forefront of delivering end-to-end consulting services to clients across diverse industries throughout the U.S. and Canada. We help clients solve their toughest challenges, inspire digital innovation and drive meaningful results.


We are committed to supporting various client needs, helping them to address ever-evolving trends across various industries. Our service areas-Cloud & Infrastructure, Cybersecurity, Data & AI, Digital Transformation, Learning & Development, and Project Management & Agile-are designed to create long-term success by aligning with your business goals and advancing to meet future demands.


Key Differentiators:

• Technology Depth & Expertise: Curated project teams of proven specialists with senior oversight on every project, aligned to client outcomes across Cloud, Cybersecurity, Data & AI, Application Modernization, and PMO/Delivery.
• Speed and Scale: A deep network of technologists allows us to mobilize the right expertise quickly while maintaining structured governance for reliable execution.
• Engagement Flexibility: We adapt to each client's needs, offering both full handoff and shared accountability models - always powered by embedded cross-functional teams. Our outcome-based, fixed-fee engagements ensure solutions remain aligned with client goals.
• End-to-End Transformation: From strategy and design through implementation and ongoing support, TSG covers the full lifecycle, so clients don't have to stitch together multiple vendors.
• Client Focus & Relationship Depth: We understand how our service areas solve specific challenges in targeted industries & every client and every project matters. We deliver transformative solutions with true commitment and executive-level attention.
• Cost & Value Alignment: Transparent, value-driven pricing models that align our success directly with client outcomes.

About the Job: Principal Client Executive - Financial Services Industry


Location: Northern Florida - Jacksonville or Tampa


Remote Office : To be considered for this position, candidates must live within a commutable distance of our client(s) in Jacksonville or Tampa, Florida due to the requirement of frequent onsite meetings in the local region.


Key Responsibilities:

Business Development:

• Proposal Development: Collaborate with internal teams to develop compelling proposals, presentations, and RFP responses tailored to client needs.
• Pipeline Management: Maintain and grow a robust sales pipeline using CRM tools, ensuring consistent follow-ups and progress tracking.
• Revenue Goals: Achieve or exceed quarterly and annual sales goals and other KPIs set by leadership.

Client Engagement & Activity:

• Relationship Management: As part of client engagement, you will build and maintain strong client relationships by serving as the primary point of contact, prioritizing in-person interactions, and leveraging virtual platforms when needed. You will also travel frequently to client locations to provide hands-on support and represent the firm at industry events, conferences, and networking opportunities to strengthen partnerships and enhance visibility.
• Needs Assessment: Partner with clients to understand their business challenges and objectives, aligning TSG's core service areas to meet their needs.
• Client Advocacy: Serve as a client advocate within the firm, ensuring expectations are met and requests are responded to promptly.
• Stakeholder Engagement: Engage with senior client personnel and decision-makers to establish and sustain strong professional relationships.
• Account Planning: Develop and execute detailed account plans, outlining strategies for growth and alignment with client business goals.

Internal Collaboration:

• Solutions Development: Partner closely with the technical solutions development team to design and present tailored solutions that address client needs and demonstrate the firm's capabilities.
• Service Delivery: Collaborate with the project delivery team to ensure seamless execution of deliverables, maintaining alignment with client expectations and project timelines.
• Sales Support: Work with the sales support team to develop comprehensive proposals, pricing strategies, and contracts that align with business objectives and client requirements.
• Marketing: Coordinate with the marketing team to leverage campaigns, collateral, and events to support business development efforts and strengthen client engagement.
• Cross-Functional Communication: Act as a liaison between client-facing teams and internal departments to ensure alignment, efficiency, and a unified approach to achieving client success.

Key Qualifications:

• 8+ years of business development and professional selling experience.
• 8+ years of experience selling IT Consulting Services or Technology Solutions required.
• 8+ years of sales experience within the Financial Services Industry is required.
• Proven track record of consistently exceeding objectives and quotas.
• Successful experience with new account development and/or large account management.
• Proven prospecting and sales cycle management skills.
• High levels of social perceptiveness with a passion for understanding and exceeding client expectations.
• Excellent communication, presentation, and negotiation skills.
• Bachelor's degree or equivalent business experience.

Our Culture:
At TSG, our culture is grounded in taking care of one another. Through our CSR program focused on the wellbeing of our people, we foster a high-performing environment. We remain committed to shaping a more inclusive future for our company and the communities we serve. By prioritizing wellbeing, growth, and inclusivity, we build a foundation of trust, innovation, and shared success-one that multiplies the achievements of our employees, our clients, and our business.


Equal Opportunity Employer:
The Select Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.


If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact View email address on click.appcast.io for assistance.


For California Applicants, please visit the following website to view our CCPA Notice -


Connect with us:

• See our culture in action on LinkedIn and Instagram
• Know someone who would be perfect for this role? Share this career opportunity with them.

Questions? Reach out to our talent acquisition team.
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