Client Partner - Financial Services
$160k - $190kSlalom Consulting
Who You’ll Work WithSlalom is a modern consulting firm passionate about strategy, technology, and business transformation. We redefine what's possible and create what's next. At Slalom, personal connection meets global scale. We build deep relationships with our clients in 40 cities around the world while sharing insights across markets to bring the full breadth of Slalom's expertise to every engagement. We also nurture strong partnerships with over 300 leading technology providers, including Amazon Web Services, Google Cloud, Microsoft, Salesforce, and Tableau. The Account Leader is in charge of Financial Services accounts in the Charlotte area. The main responsibilities are focused on representing all of Slalom’s services at the assigned account(s), helping set strategic direction, delivering solutions, leading/coaching teams, driving sales, and helping with account management. This is not a fully remote position. To be considered for this position, candidates must live within a commutable distance of our Charlotte or Raleigh locations. We are hiring at the Sr Principal or Director level.What You’ll Do: * Maintain and build Slalom’s footprint within your assigned account(s) across the financial services industry* Partner with your client(s) to help influence strategic direction and identify ways Slalom can come in to help them achieve business objectives * Drive revenue responsibility of $2-6+M (dependent on level)* Maintain a utilization target of 40-60% (dependent on level)* Identify opportunities for growth/maturation of Slalom Offerings, and set the direction for that growth * Provide oversight and governance of all sold/managed engagements * Drive business development with the proper information (creation of SOW), tools, and subject matter expertise to sell engagements within the offering * Maintain awareness of industry best practices and business levers for a particular client list, and understand how Slalom Practice Areas interact * Oversee project quality assurance * Assign tasks when resources are between projects * Facilitate client satisfaction surveys (where applicable) * Manage project teams ranging from 2-10 consultants on-site* Responsible for staffing and utilization of team About You: * Minimum 6+ years of account management experience * Program/project management experience* Previous P&L responsibilities * Excellent negotiation, conflict management, problem-solving, and decision-making skills About UsSlalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries partner with clients to co-create powerful customer experiences, modern ways of working, and meaningful impact. What sets us apart? We believe work should be challenging and fulfilling, not perfect, but possible. That’s why we prioritize purpose, flexibility, connection, and recognition, so our people can thrive and love what they do, most days. Compensation and BenefitsSlalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.Slalom is committed to fair and equitable compensation practices. For this role, we are hiring at the following levels and targeted base pay salary ranges: The targeted base salary pay range for Sr Principal is $160,000 to $190,000, the targeted base salary pay range for Director is $180,000 to $220,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual’s skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. We are committed to pay transparency and compliance with applicable laws. If you have questions or concerns about the pay range or other compensation information in this posting, please contact us at: [1] View email address on click.appcast.io. Please note, this recipient is not able to support recruitment inquiries beyond this purpose.EEO and AccommodationsSlalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans’ status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team or contact [2] View email address on click.appcast.io if you require accommodations during the interview process. ReferencesVisible links1. mailto:View email address on click.appcast.io. mailto:View email address on click.appcast.io
$169.5k - $305.8k
...'s Un-carrier, and help redefine how businesses buy wireless services with our top-notch customer care, product, and network innovation... ...the wireless industry, and unlock your true potential.As a Client Partner, Enterprise Sales, you will be responsible for crafting...SuggestedFull timeContract workTemporary workPart timeWork experience placementWork at officeLocal areaRemote workFlexible hours- Position SummaryAs a Client Partner, you will drive revenue growth and expand strategic relationships... ..., HR, Procurement, and Managed Service Provider partners—to position Aquent’s... ...engagements that grow account share, exceed financial targets, and solidify Aquent’s position...SuggestedContract work
- Wealth Client Relationship ManagerWealth Management Client Relationship... ...at TIAA spend their time partnering with Wealth Management... ...through referrals to deliver financial solutions that ignite the dreams... ...Advisors in delivering client service and supporting high-net worth...SuggestedFull timeWork at office
- ...Overview The Client Services Partner is a strategic leader responsible for shaping and executing our client engagement strategy. This individual will play a pivotal role in deepening relationships with key clients, ensuring their expectations are met with excellence, and...Suggested
$80k - $110k
...design goals. As a strategic partner, we connect exceptional talent... ...shape the future of our client relationships and significantly... ...that not only meet but exceed financial targets and foster long-term,... ...Recruiting, Global Business Services, Marketing, Finance, and Legal...SuggestedPermanent employmentContract workImmediate start- ...communities through innovative financial technology—and we do that by... ...learning, community service, and culture-building experiences... ...measurable business outcomes for our clients by helping them unlock the... ...with clients and internal partners, developing a deep understanding...Full timeWork visa
- ...Vice President, Client Partner About the Company Ambitious provider of content marketing software & services Industry Marketing and Advertising Type Privately Held... ...C-suite buyers and demonstrate financial acumen. The role requires a candidate with...Freelance
- ## Wealth Management Client Relationship ManagerApplyremote type:... ...Managers at TIAA spend their time partnering with Wealth Management... ...through referrals to deliver financial solutions that ignite the dreams... ...in delivering client service and supporting high-net worth...Work experience placement
- ...Role Overview The Senior Principal, Client Executive at Cabin Consulting is a... ...growing, and scaling Cabin's strategic Financial Services accounts from early-stage relationships... ...product discovery, design, and delivery, we partner with clients to bring groundbreaking...Full time
$10 - $30 per hour
...DescriptionInfosys is seeking an Associate Engagement Manager for its Financial Services vertical. The person will lead all client interfaces within the assigned account scope and, along with the Client Partner / Senior Client Partner, build an account plan for client...Full timeTemporary workWorldwide$61.74k - $85k
Wealth Client Relationship Manager Wealth Management Client Relationship... ...at TIAA spend their time partnering with Wealth Management... ...through referrals to deliver financial solutions that ignite the dreams... ...Advisors in delivering client service and supporting high-net worth...Work experience placement$140k - $155k
...business from the ground up. As a Client Portfolio Manager, you'll... ...advisors and clients while partnering closely with the Chief Investment... ..., Product, Marketing, and Financial Advisors, the CPM helps ensure... ...income, tax management services, cash management, and Wealth...Full timeWork at officeFlexible hours- ...NCSr. Customer Success Manager - Treasury AccountsDebtBook is the financial platform powering treasury and capital markets across the... ...treasury or governmental finance experience who can be a consultative partner to our enterprise level treasury customers as a Sr. Customer...Contract workWork experience placementWork at officeLocal areaFlexible hoursShift work
- ...you ready to take the next step in your financial services relationship management career?... ...of self-directed ultra-high-net-worth clients, each holding between $5-25 million in... ...conversations on sophisticated topics such as partnering with advice, increasing share of...Full timeWork at officeRemote workRelocation packageMonday to Friday
$128k - $252.5k
...innovation, marketing, commerce, sales, and service. We are a team of strategists, data... ...biggest problems that affect customers, partners, constituents, and the workforce. Recruiting... ..., is based on the work you do and the clients and industries/sectors you serve.Must be...Local area- Job Title: Client Success ManagerDepartment: Client SuccessReports To: Client Success Principal / Client Success Team LeadFLSA Status: ExemptJob Summary: As a Client Success Manager at Passport, you will be at the center of all things related to our clients. You will be...H1bLocal areaVisa sponsorshipWork visa
- ...and digital solutions to healthcare and pharmaceutical partners.Become part of an expanding Client Success team that works closely with Sales, Marketing,... ...in client success, account management, client services, campaign management, events, or a related client-facing...Remote work
- CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry... ...tax, and audit roles (Interim Controller, Financial Reporting Manager, Internal Audit Manager,...Hourly payFull timeWork experience placementInterim roleFlexible hours
- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...frameworks, business economics, etc. Partners with SMEs across the...Work at officeWork from homeFlexible hoursShift workDay shift
- ...building relationships, and providing financial advice to Government clients, then a role as a Business... ...provide the best in client advice and service, develop the business to ensure a seamless... ...run and grow their businesses. We partner with clients throughout the process...Work experience placement
- ...A hands-on leader who can guide schools to success and keep service levels high. You write clearly, present confidently, and build... ...simple processes. You are tech savvy, proactive, and comfortable partnering with Sales and Product. Prior K-12 experience is a plus....Full time
$80k - $105k
...Client Success Manager Pattern Data is an AI-powered platform built for the complexities... ...the engagement building trust with partners, senior counsel, and operations leads... ...management, ideally in legal tech, legal services, or another complex B2B SaaS environment...Work at office$105k - $135k
...Senior Client Success Manager Charlotte, NC Pattern Data is an AI-powered platform built for the complexities of mass tort litigation... ...Serve as the primary CS owner for assigned litigations, partnering closely with Litigation Managers and Implementation to maintain...Work at office$100k - $145k
...their problems. You empathize with your clients and embrace the role of client advocate... ...Quantifind delivers results as software-as-a-service (SaaS) with consumer-grade user... ...of a Bachelor's degree with a major in Financial compliance, or STEM Field. A Master's degree...Full timeFlexible hours- ...strategy with business outcomes. The CSM builds relationships with clients and plays an essential role in developing and managing ongoing... ...leading to renewals, expansion and advocacy. As the trusted partner for the customer on use-case, product functionality and talent...Local areaRemote work
$180k - $220k
...Thornton is seeking an Advisory Director Client Relationship Executive within our Outsourcing... ..., and measurable ROI across shared services, finance, IT, HR, customer service, and industry... ...campaign strategy, and developing partner relationships Responsible for building...Work at office- ...onboarding process, providing ongoing support, and effectively handling escalations to ensure that our Software and Service Solutions (SaaS) align with client expectations and business objectives. The CSM will act as a trusted advisor, advocating for customers while...
- ...processes. Combining technical innovation and financial strength, we help speed cumbersome... ...streamlines medical, financial, and professional services for personal injury cases. Our mission... ...Obtain quarterly updates from law firm partners Negotiate account balance deductions...Work at officeImmediate startFlexible hours
$5,250 per month
...media customers, acting as a trusted advisor and strategic partner. This role drives customer adoption, retention, and... ...~ Employee Assistance Program (EAP) - Provides counseling services, legal and financial consultations and health advocacy for Teammates and their...16 hoursFull timeTemporary workLocal areaRemote work$125k - $225k
...outstanding products, solutions, and services backed by an extraordinary... ...TeamThe Appian Commercial & Financial Services Sales team is a high... ..., customer success, and partner networks to dominate the automation... ..., navigating from initial client discovery to a successful...Work experience placementLocal areaRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Partner - Financial Services. Be the first to apply!
- finance financial Charlotte, NC
- one main financial Charlotte, NC
- financial modeller Charlotte, NC
- senior financial analyst fp&a Charlotte, NC
- financial educator Charlotte, NC
- financial recruiter Charlotte, NC
- lpl financial Charlotte, NC
- first financial bank Charlotte, NC
- truist financial Charlotte, NC
- financial pr Charlotte, NC


