Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Client Partner - Banking & Financial Services

Inizio Partners

Client Partner - Banking & Payments

Location - Hybrid in San Jose, CA

The Client Partner role focuses on client engagements, and growth within our client's banking accounts. You will lead client engagements, manage end-to-end sales cycles, and deliver operational excellence. The role requires a deep understanding of the banking domain, proven experience in delivering large projects and the ability to build strong relationships with senior stakeholders.

Responsibilities

  • Ownership of Growth, Client engagement, NPS, Profitability across a portfolio of banking clients
  • Bring a deep understanding of the current marketplace and competitor offerings to drive the organization's growth strategy and investments
  • Partner with clients to develop transformation agenda and value creation
  • Manage proposals with full ownership and accountability for the opportunity
  • Provide complete ownership and accountability for managing competitive proposals, and working closely with sales enablement teams to ensure high quality of proposals
  • Ensure optimal deployment of resources to achieve business goals
  • Create and execute strategic account plans to maximize revenue and profitability by driving cross-sell, pace of volume ramps, time to proficiency and client satisfaction
  • Develop C-level and cross-functional contacts and touchpoints in the client organization through regular objective-based interaction forums and review governance cadence
  • Scout and scope new opportunities within the account by participating in client's review meetings – identify problem statements and map services and products to develop customized solutions
  • Mentor teams for seamless delivery and transformation

Qualifications

Experience And Competency Requirements

  • 12+ years of overall experience, including at least 6+ years in a client facing role in a solutions or account management capacity in the consulting or offshore/outsourcing industry
  • Domain knowledge and experience in banking, credit cards, payment networks
  • Demonstrated ability to communicate effectively, vertically, and horizontally both internally and in client organizations, with an ability to create and deliver compelling presentations
  • Good understanding of new and emerging Digital/Cloud/SaaS technologies
  • Strong problem-solving ability with the aptitude to identify strategic solutions to business problems with enterprise-wide implications as a trusted strategic partner to clients
  • Must be capable of multitasking with rapidly changing priorities and manage multiple tasks in a dynamic environment
  • Must be detail-oriented and able to develop, execute, lead, and maintain complex projects, programs, and assignments.
  • Must have highly developed customer relations and negotiation skills with the ability to effectively consult and influence senior executives. Able to provide verifiable references.
  • Must have proven ability to contribute to business development efforts and to lead and manage multiple distributed teams to achieve client goals.

Qualifications

  • Bachelor's / Master's degree from an accredited institution
  • Strong understanding changing landscape of analytics, data, and digital operations / BPS in the Banking industry
  • Proven track record in execution and over-achieving financial and non-financial targets
  • Strong writing, presentation, conceptual, analytical, and interpersonal skills
  • Willingness to travel to meet client needs
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Client Partner - Banking & Financial Services in San Jose, CA vacancy
  •  ...Description Job Description Client Partner - Banking & Payments Location -...  ...strong relationships with senior stakeholders....  ...problem statements and map services and products to develop customized...  ...execution and over-achieving financial and non-financial targets... 
    Financial
    Senior

    Inizio Partners Corp

    San Jose, CA
    15 days ago
  • $76k - $125.3k

     ...in serving the global financial services marketplace and the...  ...side with a range of clients from our most venerable...  ...new entrants across Banking and Capital Markets,...  ...responsibilities A senior analyst in FSO EDGE WAM...  ...diverse ecosystem partners, EY teams can provide... 
    Financial
    Senior
    Summer holiday
    Work at office
    Local area
    Flexible hours

    EY

    San Jose, CA
    3 days ago
  • $184k - $287.5k

    NVIDIA is improving the financial services industry, where AI powers trading strategies at the top...  ...hedge funds, Agentic AI automates core banking processes, and payments foundation...  ...processing and model training, and industry partners building the future of financial... 
    Financial
    Senior

    NVIDIA Gruppe

    Santa Clara, CA
    3 days ago
  • $91.1k - $150.2k

     ...leader in serving the global financial services marketplace and the only...  ...side by side with a range of clients from our most venerable institutions...  ...dynamic new entrants across Banking and Capital Markets, Wealth...  ...and diverse ecosystem partners, EY teams can provide services... 
    Financial
    Senior
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    San Jose, CA
    2 days ago
  • $228.9k - $412k

     ...Group integrates Expert Services professional services...  .... The AMS Financial Services portfolio encompasses...  ...segments - spanning Banking & Capital Markets,...  ...platform. The Senior Director of Platform...  ..., Sales, Product, and Partner ecosystems to drive adoption... 
    Financial
    Senior
    Work at office
    Remote work
    Flexible hours
    Shift work

    ServiceNow

    Santa Clara, CA
    3 days ago
  • $229.9k - $262.4k

     ...Senior Lead AI Engineer (Gen AI Platform Services) Overview: At Capital One, we are creating responsible...  ...AI systems, changing banking for good. For years,...  ...work hand-in-hand with our partners across the company to...  ...inclusive set of health, financial and other benefits that... 
    Financial
    Senior
    Full time
    Part time
    Local area

    Capital One

    San Jose, CA
    6 days ago
  • $229.9k - $262.4k

     ...Senior Lead AI Engineer(MLX, Agentic AI, Gen AI platform Services) Overview: At Capital One, we are creating...  ...AI systems, changing banking for good. For years, Capital...  ...hand-in-hand with our partners across the company to...  ...set of health, financial and other benefits that... 
    Financial
    Senior
    Full time
    Part time
    Local area

    Capital One

    San Jose, CA
    13 days ago
  • $229.9k - $262.4k

    Senior Lead AI Engineer (Gen AI Platform Services, Agentic AI) Overview: At...  ...AI systems, changing banking for good. For years, Capital...  ...hand-in-hand with our partners across the company to advance...  ...set of health, financial and other benefits that... 
    Financial
    Senior
    Full time
    Part time
    Local area

    Capital One Financial Corp

    San Jose, CA
    2 days ago
  • $97.3k - $178.3k

     ...Our Global Treasury Services team is a...  ...private business, financial services organizations...  ...treasury insights our clients can rely on, every...  .... As a Treasury Senior you'll play a leading...  ...Managers and Partners. Skills and attributes...  ...and in-house banking * Bank... 
    Financial
    Senior
    Full time
    Contract work
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    San Jose, CA
    3 days ago
  • $103.1k - $188.9k

     ...in serving the global financial services marketplace and the...  ...side with a range of clients from our most venerable...  ...new entrants across Banking and Capital Markets,...  ...relationship matters to senior management and...  ...and diverse ecosystem partners, EY teams can provide... 
    Financial
    Private practice
    Summer holiday
    Local area
    Flexible hours

    EY

    San Jose, CA
    5 days ago
  •  ...seeking an experienced Project Manager with a strong background in financial services. The ideal candidate will have 10-15 years in project management and extensive knowledge in areas such as Core Banking and change management. Responsibilities include leading complex... 
    Financial
    Senior
    Full time

    krg technology inc

    Santa Clara, CA
    1 day ago
  • $37 - $65.5 per hour

     ...Fargo, we're more than a financial services leader - we're a...  ...Wells Fargo is seeking a Senior Branch Premier Banker...  ...point of contact for banking products and services...  ...collaboration with internal partners across Wealth, Home...  ...management of complex client needs Demonstrate risk... 
    Financial
    Senior
    Temporary work
    Work experience placement
    Immediate start

    WELLS FARGO BANK

    Monte Sereno, CA
    a month ago
  • $36.73 - $45.38 per hour

     ...Job Title: Senior Credit Analyst, Sponsor Finance...  ..., manage and maintain financial background information...  ...company financials to ensure Bank compliance, and updates...  .... Work directly with clients to resolve compliance...  ...banking products and services. ~ Entry level to intermediate... 
    Financial
    Senior
    Hourly pay

    Western Alliance Bank

    San Jose, CA
    2 days ago
  •  ...For more than 30 years, the Bank has helped innovative companies...  ...THE BANK provides targeted financial services and expertise through its...  ...evolving environment. You will partner with and enable business app...  ...the discovery process, maps client requirements to epics/... 
    Financial
    Senior

    Professional Recruiters

    Santa Clara, CA
    5 days ago
  • $229.9k - $262.4k

     ...Overview Senior Lead AI Engineer(MLX, Agentic AI, Gen AI platform Services) Overview: At Capital One...  ...AI systems, changing banking for good. For years, Capital...  ...hand-in-hand with our partners across the company to...  ...set of health, financial and other benefits that... 
    Financial
    Senior
    Full time
    Part time
    Local area

    Capital One

    San Jose, CA
    29 days ago
  • $97.3k - $178.3k

     ...Ernst & Young’s (EY) Financial Accounting Advisory Services (FAAS) practice, our...  ...services.  Our clients include public and private...  ...The role of the GTS Senior is to enable...  ...Senior Managers and Partners.  Skills and attributes...  ...components (Bank Account Management,... 
    Financial
    Senior
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    San Jose, CA
    1 day ago
  • $20 - $23 per hour

     ...Accounts/CSR II, CSR III, or Senior level (Floater) opportunity with a fast-growing financial institution recognized for...  ...presence, innovative banking solutions, and commitment to supporting both clients and employees with exceptional service and career growth opportunities... 
    Financial
    Senior
    Hourly pay
    Temporary work
    Work at office

    Workway

    San Jose, CA
    3 days ago
  •  ...history, delivering excellent service through innovation has been...  ...: Temporary Senior Consultant - Financial Crime Audit & Testing...  ...compliance best practices to assist clients in administering a sound and...  ...Laundering (AML) Compliance and Bank Secrecy Act (BSA) laws;... 
    Financial
    Senior
    Temporary work
    Local area
    Worldwide

    Crowe

    San Jose, CA
    1 day ago
  •  ...Senior Oracle Database Engineer Make Next Happen...  ...For over 30 years, The Bank has helped innovative companies...  ...targeted banking services to companies of all sizes...  ...many of the smartest client companies on the planet...  ...SOX/GLBA/PCI regulated financial organizations is a plus... 
    Financial
    Senior

    Professional Recruiters

    Santa Clara, CA
    2 days ago
  •  ...is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured...  ...to help our fintech partners scale their operations...  ...We are looking for a Senior Product Manager to...  ...create the pathway for our clients to deliver innovative... 
    Financial
    Senior
    Flexible hours
    Shift work

    Lead

    Sunnyvale, CA
    3 days ago
  • $50.03k - $65.27k

    A leading financial services company in California is seeking a Universal Banker for an entry-level role focused on customer service and sales...  ...service issues, and executing transactions while adhering to bank policies. The ideal candidate should have 1-3 years of... 
    Financial

    Citigroup Inc.

    Cupertino, CA
    12 hours ago
  •  ...Senior Technical Account Manager Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered...  ...to help our fintech partners scale their...  ...visualize, and document the client's product construct... 
    Financial
    Senior
    Contract work
    Flexible hours
    Shift work

    Lead Bank

    Sunnyvale, CA
    1 day ago
  •  ...For more than 30 years, The Bank has helped innovative companies...  ...The Bank provides targeted financial services and expertise through its...  ...strategies for the banking clients with respect to technology standards...  ...in interacting w/ senior leadership, including to C-suite... 
    Financial
    Senior
    Work at office
    Shift work

    Professional Recruiters

    Santa Clara, CA
    2 days ago
  • $184k - $287.5k

    NVIDIA Gruppe is seeking a Product Marketing Manager to enhance awareness and adoption of their financial services platforms including Trading, Banking, and Payments. The ideal candidate will bridge technical capabilities with business narratives to demonstrate NVIDIA’s... 
    Financial

    NVIDIA Gruppe

    Santa Clara, CA
    3 days ago
  •  ...brand of relationship banking and fostering a culture...  .... Think of us as financial partners, because at Columbia,...  ...over $2.8 billion in client assets. Our advisors average...  ...to a shared financial services assistant. Advisors...  ...About the Role: A Senior Wealth Advisor is an experienced... 
    Financial
    Senior
    Immediate start

    Columbia Bank (WA, OR & ID)

    San Jose, CA
    2 days ago
  • $210k

     ...world's leading entertainment services with 278 million paid...  ...company's capital structure, financial risk, and cash and banking activities, including our...  ...office and report to the Senior Treasury Manager. The ideal...  ...and external banking partners. Responsibilities:... 
    Financial
    Senior
    Hourly pay
    Full time
    Temporary work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Netflix

    Los Gatos, CA
    3 days ago
  • $26 - $29 per hour

     ...join our team! At Cathay Bank - we strive to provide...  ...a difference in the financial future of our communities...  ...‑selling bank products/services, referring customers to...  ...communication with Bank business partners and make referrals as...  ...or designation as a Senior Relationship Banker.... 
    Financial
    Senior
    Full time
    Flexible hours
    Weekend work

    Cathay Bank

    Cupertino, CA
    2 days ago
  •  ...Senior Relationship Banker The Senior Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product sales, handling negotiables and offering excellent service. In addition... 
    Financial
    Senior
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours
    Night shift
    Weekend work

    Technology Credit Union

    San Jose, CA
    2 days ago
  •  ...force transforming how banks lend, grow, and protect...  ...America Helping drive financial inclusion through fair,...  ...transforming financial services globally RDC.AI...  ..., we are looking for a Senior Data Scientist to join...  ...based initiatives to our clients, typically banking and... 
    Financial
    Senior
    Live in
    Flexible hours

    Rich Data Co

    San Jose, CA
    2 days ago
  • A financial technology firm in San Francisco seeks a Product Designer to collaborate cross-functionally and create intuitive banking experiences. The role involves managing end-to-end user experience, crafting design systems, and owning execution from concept to launch... 
    Financial
    Senior
    Flexible hours

    Lead

    Sunnyvale, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Client Partner - Banking & Financial Services. Be the first to apply!