Client Services Executive - Financial Services
$175k - $225kWorld Wide Technology
Job DescriptionQualifications:Candidates must have a successful track record of selling IT integration services to Fortune 500 financial services clients.Experience in one or more of the following technical areas: IT Networking, Cloud (Private / Public), Infrastructure Automation, DevOps, Agile App Development, Cyber-securityThe ideal candidate would have a broad understanding of technology domains across infrastructure and application development with an expertise in one (or more) of themAdept at professional networking and building relationships with executive and decision-making managers.Ability to operate in a leading edge Technical environment and staying abreast of NextGen technical solutions and related ServicesComfortable operating in a fast-paced, collegial, knowledge-focused organizationAbility to effectively profile and qualify target pursuits.Ability to provide in-depth technical discussions and directions with customer(s) and internal WWT teams.Critical skills necessary are account planning with an extended team, establishing relationships at all levels within the customer's organization, and managing partner relationships.Outstanding communication and organizational skills required.Certain states and localities require employers to post a reasonable estimate of base salary range. Total compensation for this role includes a base plus commission. A reasonable estimate of the base salary range for this position is $175,000-225,000 + commissions. Actual salary will be based on a variety of factors, including location, experience, skill set, performance, licensure and certification, and business needs. The range for this position in other geographic locations may differ. Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions, that is not included in the base salary.The well-being of WWT employees is essential. When it comes to our benefits package, WWT has one of the best. We offer the following benefits to all full-time employees:Health and Wellbeing: Health (Medical & Prescription), Dental, and Vision Care, Onsite Health Centers (MO & IL), Employee Assistance Program, Wellness programFinancial Benefits: Competitive Pay, Profit Sharing, 401k Plan with Company Matching, Life and Disability Insurance, Flexible Spending Accounts, Tuition ReimbursementPaid Time Off: PTO & Holidays, Parental Leave, Medical Leave, Military Leave, Bereavement, Day of CaringAdditional Perks: Family Planning Benefits, Nursing Mothers Benefits, Voluntary Legal, Voluntary Supplemental Accident/Illness/Hospital, Voluntary ID Theft, Pet Insurance, Employee Discount ProgramNote: This is not an all-encompassing list and should not be used as a complete description of the plan’s benefits. For more information, see our US benefits website at wwt.com/us-benefits.We strive to create an environment where all employees are empowered to succeed based on their skills, performance, and dedication. Our goal is to cultivate a culture of belonging that encourages innovation, collaboration, and respect for all team members, ensuring that WWT remains a great place to work for all!If you require accessibility accommodation(s) or adjustment during any stage of the hiringprocess, please let your WWT Recruiter know. The recruiter will work with you to understand your needs and help ensure an accessible experience throughout the interview process.If you have any questions or concerns about this posting, please email View email address on click.appcast.io Wide Technology is an Equal Opportunity Employer.#LI-NO1Job RequirementsWhy WWT?World Wide Technology (WWT) strives to make a new world happen. WWT's work benefits clients and partners as much as it does its people and community across the globe.Founded in 1990, WWT brings together strategy, deep technical expertise and world-classpartnerships to help public and private sector organizations design, build and scale intelligent AI, digital, cybersecurity, cloud and infrastructure solutions. Through its Advanced Technology Center (ATC)—a collaborative ecosystem featuring state-of-the-art hardware and software—WWT enables clients and partners to conceptualize, test and validate innovative technology and then deploy solutions at scale using its global integration and distribution capabilities.With more than 14,000 team members and over 60 locations globally, WWT's culture—grounded in core values and leadership philosophies—has been recognized by Fortune and Great Place to Work for its commitment to innovation, trust and creating a great place to work for all. WWT provides products and services to large enterprise, global service provider and public sector clients in up to 130 countries across six continents. Softchoice, a World Wide Technology company, supports commercial and SMB markets in the U.S. and Canada.Want to work with highly motivated individuals on high-performance teams? Join WWT today!Why should you join Global Enterprise Sales?As a Sr. Client Services Executive you will be a part of WWT sales efforts with large financial services customers. Armed with the expertise of our sales engineering team, you'll build and nurture relationships with our customer leaders, identify gaps within the customers technical environment and deliver state of the art solutions in areas such as Infrastructure Services, Consulting Services and Multicloud Architecture. With our Advanced Technology Center and Platform () at your fingertips for briefings, training, workshops, demos and POC's you'll be delivering best in class results for your customers.What will you be doing?The Sr. Client Services Executive will grow WWT's services business by leading the services sales process in assigned accounts, including building client and partner relationships, identifying and creating business opportunities, and closing business to meet or exceed sales targets. Secondary responsibilities include scoping new work with clients, preparing budgets and pricing, creating and delivering proposals and statements of work, and coordinating smooth transitions of awarded engagements from the sales phase to the service delivery phase.Candidates must have demonstrated individual business leadership abilities with proven track record of success in the following areas:Leading the sales process across our diverse services portfolioLeading large enterprise integration engagements emphasizing Enterprise Consulting Services particularly in Cloud and Business Process TransformationProviding thought leadership when applying methodologies and managing architectural project elementsDesigning and delivering innovative solutions from concept through implementation in a complex environmentCommunicating in an organized and knowledgeable manner in written and verbal formats including delivering clear requests for information and communicating potential conflicts at executive level through individual team member of both business and technical disciplines.Collaborating and leading services sales teams responsible for writing and presenting proposals to prospective clientsResponsibilities:Use a consultative approach to solve clients' business challenges through technology, with the goal of delivering business outcomes through WWT services.Create and identify services opportunities in assigned accounts.Build a pipeline of services opportunities that meet or exceed thresholds.Attain or exceed sales targets for services profitability and revenue.Serve as the single point of contact for sales of services in assigned accounts.Establish and develop strong business relationships with assigned clients and WWT's services partners.Conduct requirements gathering and scoping sessions with clients and WWT stakeholders. Utilize Project Scoping Workshops when appropriate. Develop thorough and accurate proposals and statements of work with some support from other team members.Structure complex deals, including negotiating terms of agreements with clients.Negotiate with WWT suppliers including OEMs and service delivery partners and subcontractors on scope, pricing, delivery methodology, and approach.Create work break down structures, preliminary resourcing plans, cost estimates, and pricing for services engagements.Develop and present proposals and statements of work that are accurate, detailed, and contractually protect WWT from "scope creep", cost overruns, and other risks.Upon award of an engagement, work with internal teams to ensure that the engagement is set up accurately. Work with service delivery teams to ensure that the engagement is transitioned smoothly from the sales phase and into the service delivery phase.Actively participate in customer-facing project/program kickoffs managed by project/program managers to explain and clarify the agreed upon objectives, scope, and deliverables for the engagement.Understand the structure and operation of WWT's service delivery organizations and incorporate lessons learned into future engagements.Conduct difficult, customer-facing discussions to address and resolve significant scope changes.Identify staffing opportunities and engage WWT Strategic Sourcing team members to pursue such opportunities.Actively participate in project/program closeout process to confirm client satisfaction with the completed engagement, to gather lessons learned and areas for improvement for future engagements, and to identify additional opportunities.Develop Cloud Strategies including business case development, application assessment and migration planning, application optimization, and cloud operating modelsExperience in DevOps and Infrastructure as Code as part of client transformationsTravel is anticipated at 20% depending on assigned accountsJob DetailsJob Type: Full-timeCategory: Commercial SalesSalaried: Salaried
$75k - $95k
...businesses and our fintech partners. Our team is dedicated to thoughtful risk management, strong client relationships, and building a bank designed for the future of financial services. The Role: The Client Care Manager is an integral part of Piermont Bank’s client care...SuggestedFull timeRemote work$130k - $155k
...LOCATION: New York, NY, Hybrid JOB OVERVIEW This Client Executive role will be working with clients directly and with EPIC Financial Services team members across client service and new business functions. Responsibilities will include supporting renewal and consulting...SuggestedHourly payWork at office- ...Insurance Associates (“World”) is a unique financial services organization with a global network of... ...and fidelity bonding, employee and executive benefits, investment advisory and retirement... ...some guidance and/or direction, leads client service including ALL primary...SuggestedWork experience placement
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$230k - $330k
...global consulting firm specializing in the financial services industry. Our 1,500+ consultants work... ...‑on delivery to support more than 970 clients across asset management, wealth... ...integration considerations relevant to deal execution. Contributing technical and...SuggestedWorldwide- ...Insurance Associates (“World”) is a unique financial services organization with a global network of... ...and fidelity bonding, employee and executive benefits, investment advisory and... ...May deliver renewal messaging to some clients. Majorityof time spent on standard process...Work experience placement
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$55k - $70k
...(CSM) to support its network of distribution partners in the financial services sector. This full-time, remote role offers $55,000–$70,000/year... ...-Time Key Responsibilities Develop a deep understanding of client objectives, needs, and working styles Drive adoption of CFRA...Full timeRemote workWorldwide- ...UiPath, Inc. seeks a Partner Business Manager, Financial Services and Insurance, to scale their partner ecosystem in the AMER Region. This role focuses on building and managing strategic partner relationships to drive growth through automation solutions. The successful...
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...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA... ...practice through referrals to deliver financial solutions that ignite the dreams of the... ...Management Advisors in delivering client service and supporting high-net worth clients. Working...Work experience placement$100k - $130k
...Insurance Associates (“World”) is a unique financial services organization with a global network of... ...and fidelity bonding, employee and executive benefits, investment advisory and retirement... ...Summary Independently leads client strategy and service on the largest and...Work experience placement- ...York, NY (Hybrid) This premier global financial services firm specializes in investment banking... ...strategic counsel to corporate clients, institutional investors, and private... ...Advisory teams, internal data engineers, and executive stakeholders to drive platform...Full timeTemporary workWork at officeImmediate startWorldwideFlexible hours
$85k - $105k
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has... ...build strong relationships and provide solutions that help clients improve their investor communication/reporting, investor onboarding...Ongoing contractContract workWork at office- ...Coastal Pay is a rapidly scaling financial technology company operating... ...and digital financial services, and we are building the operational... ...environment, builds strong client relationships before problems... ...at-risk accounts and execute retention strategies What We...Remote workFlexible hours
- ...Fortune 500 companies across healthcare, financial services, manufacturing, and technology. Our... ...growing private companies in America.Our clients represent the most diverse and... ...across all levels of leadership C Suite, Executive. Lead the consultative deployment of...Work at officeShift work3 days per week
- ...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at... ...their practice through referrals to deliver financial solutions that ignite the dreams of the... ...Advisors in delivering client service and supporting high-net worth clients. Working...Work experience placementWork at office
- ...Client Partner Accellor is an AI-native services firm purpose-built for the post-ChatGPT era. Free from legacy constraints... ...life sciences, telecom, retail, financial services, and technology. By... ..., build relationships with the executives who sponsor transformation at...
$88.2k - $163.8k
...currently have an outstanding opportunity for a Client Solutions Manager to join the Ovation... ..., consulting and other professional services firms. Reporting to the Client... ...regular business reviews. Profitability & Financial Management: Oversee client contracts, invoicing...Full timeImmediate startFlexible hours$120k - $150k
...Client Portfolio Manager (CPM) - Global Listed Real Assets Job Code: 13297 Country: US City: New York Skill Category: Asset Management... ...benefits information). Company Overview Nomura is a global financial services group with an integrated network spanning approximately 30...Relocation package- ...Client Manager (AVP), Global Network Banking - Stockholm Discover your... ...client experience through seamless execution across onboarding and implementation, service coordination, and credit... ...closely related role within the financial services industry; experience within...
$71k - $100k
...Reporting to the Manager, Client Success, we are seeking a sales focused and client services orientated candidate to join our... ...team of ambitious Client Success Executives in the role of a Client... ...HAS Knowledge of accounting and financial management practices 2+ years...Contract workRemote work$160.8k - $201k
...complex human-data programs our delivery teams execute, advocating for customer success... ...seamless delivery of Scale's GenAI products and services. You won't run data pipelines... ...management. ~2+ years of experience in B2B client-facing roles. ~ Experience in a high-...Full timeWork experience placement- ...in the 2024 Gartner® Magic Quadrant™ for Financial Planning Software. At Pigment, we take... ...business problems into scalable solutions Lead executive workshops (CFO, COO, VP‑level... ...institution Experience at leading professional services firms or top tier technology companies...
$120k - $150k
A financial services company in New York is seeking a Client Portfolio Manager to join their Global Listed Real Assets team. The ideal candidate will have 3-5 years of experience in client-facing investment roles, strong communication skills, and a Bachelor's degree in...- ...buyers, and hire and pay staff. Across it all, we've embedded financial services tools at the point of sale, so merchants can access a... ..., and we are looking for an exceptional Field Sales Account Executive — someone who consistently exceeds expectations, takes full...Live inLocal areaRemote workWorldwideFlexible hours
- ...technologies to progress further, faster. Our clients adapt and transform, and together we... ...and security, energy and utilities, financial services, government and public services, health... ...you will be responsible to:Develop and execute account plans for a prioritized set of...Work at office2 days per week
$200k - $250k
...Method’s APIs are redefining financial connectivity with real-time read... ..., you’ll architect and execute the post‑sales engine that drives... ...success. Define and enforce service standards – Establish clear SLAs... ...leader with 10+ years in client‑facing roles, including experience...$175k - $220k
...Company Information Curinos empowers financial institutions to put customers at the... ...analytics and deep financial services expertise into timely recommendations... ...Job Description We’re seeking a Client Management Executive who combines the commercial instincts...Part timeWork at officeRemote workWork from homeFlexible hours- ...Information Curinos empowers financial institutions to put customers... ...analytics and deep financial services expertise into timely... ...able to travel frequently for client commitments and internal meetings... ..., analytics, product, and executive client partnership, CVMs help...Part timeWork at officeRemote workWork from homeFlexible hours
- ...Sales & Business Development, Customer Service New York, NY, USA Posted on Jul 3, 2026... ...partner closely with leadership across Client Services. This is a senior, hands‑on role... ...turn goals into results, keep the team executing at a high bar, and stay close enough to...Full timeContract workWork at office
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