Engagement Partner - Financial Services

Engagement Partner - Financial Services Category: Software Development/ Engineering Main location: United States, Texas, Dallas Position ID: J0426-2138 Employment Type: Full Time Position Description: CGI is seeking an experienced Engagement Partner to lead strategic growth, client engagement, and delivery excellence across our Financial Services portfolio, with a focus on Wealth Management, Asset Management, and Capital Markets. This role combines business development, account management, and consulting oversight, requiring deep industry expertise and a proven track record of managing large portfolios and C suite relationships. The Engagement Partner will be responsible for driving revenue growth, shaping high value consulting and technology engagements, and ensuring operational excellence across a diverse portfolio of top tier financial institutions. This role is ideal for an individual with strong domain knowledge, commercial acumen, and the ability to influence senior executives while partnering with global delivery teams. This role must be performed in Dallas, TX area. Your Future Duties and Responsibilities: Client & Industry Leadership Serve as a trusted advisor to C suite and senior business and technology executives across Wealth Management, Asset Management, and Capital Markets business domains. Lead strategic discussions on digital transformation, operating model modernization, cloud migration, data strategy, and regulatory change. Stay current on industry trends, including portfolio personalization, AI/ML driven advisory, digital client experience, and global regulatory frameworks (SEC, FINRA, MiFID II). Represent CGI at industry events, client workshops, and thought leadership forums. Business Development & Portfolio Growth Own growth strategy and execution for assigned accounts within Wealth, Asset Management, and Capital Markets. Identify and shape opportunities across portfolio accounting modernization, investment data platforms, advisor experience solutions, transfer agency modernization, regulatory/compliance programs, and AI/Data Engineering initiatives. Lead end to end proposal development, including solution design, pricing, resourcing, and contract negotiations. Consistently achieve or exceed revenue, margin, bookings, and new business development targets. Position CGI as a strategic IT and consulting partner to senior client stakeholders. Engagement Delivery & Operational Excellence Oversee delivery of consulting, digital transformation, and managed services engagements. Ensure alignment with CGI delivery methodologies, quality standards, and client expectations. Partner with local and global delivery teams to ensure on time, on budget, high quality outcomes. Manage forecasting, financial performance, risk mitigation, and continuous improvement initiatives. Team Leadership & Development Mentor and develop consultants, project managers, business analysts, architects, and solution SMEs. Support recruiting efforts to expand CGI's Financial Services practice with top industry and consulting talent. Foster CGI's ownership culture, promoting collaboration, accountability, and innovation. Strategic Contributions to CGI Collaborate with national and global Delivery Centers and Financial Services leadership to refine go to market strategies and develop industry aligned offerings. Build and maintain partnerships with cloud providers, fintech's, and platform vendors. Contribute to thought leadership and industry insights through whitepapers, webinars, and client facing content. Own the account planning process, including budgeting, growth strategy, and long term portfolio development. Required Qualifications to be Successful in this Role: 10+ years of consulting, technology, and account leadership experience, with at least 5+ years in Wealth Management, Asset Management, or Capital Markets domain. 8+ years of business development experience, pitching, presenting, and selling IT and consulting services to CXO level clients in Banking & Financial Services. Proven track record of business development and managing a P&L, with consistent success exceeding revenue, bookings, and margin targets. Experience selling large scale Cloud & Infrastructure services and broad IT services portfolios. Strong understanding of global delivery models, managed services, and strategic outsourcing. Demonstrated success managing large financial accounts or multi stream transformation programs. Strong financial acumen, including forecasting, margin optimization, and portfolio management. Exceptional communication, presentation, and negotiation skills with senior executives. Domain Expertise (Preferred) Wealth platforms (advisor workstation, planning tools, CRM, compliance) Asset management front , middle , and back office platform experience Investment accounting, fund administration, and data management Trading systems, OMS/EMS, and portfolio management platforms #LI-AL1 Other Information CGI is required by law in some jurisdictions to include a reasonable estimate of the compensation range for this role. The determination of this range includes various factors not limited to skill set, level, experience, relevant training, and licensure and certifications. To support the ability to reward for merit-based performance, CGI typically does not hire individuals at or near the top of the range for their role. Compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for this role in the U.S. is $140,300 - 217,000. Benefits Competitive compensation Comprehensive insurance options Matching contributions through the 401(k) plan and the share purchase plan Paid time off for vacation, holidays, and sick time Paid parental leave Learning opportunities and tuition assistance Wellness and Well-being programs Qualified applicants will receive consideration for employment without regard to their race, ethnicity, ancestry, color, sex, religion, creed, age, national origin, citizenship status, disability, pregnancy, medical condition, military and veteran status, marital status, sexual orientation or perceived sexual orientation, gender, gender identity, and gender expression, familial status or responsibilities, reproductive health decisions, political affiliation, genetic information, height, weight, or any other legally protected status or characteristics to the extent required by applicable federal, state, and/or local laws where we do business. CGI provides reasonable accommodations to qualified individuals with disabilities. If you need an accommodation to apply for a job in the U.S., please email the CGI U.S. Employment Compliance mailbox at View email address on click.appcast.io . You will need to reference the Position ID of the position in which you are interested. Your message will be routed to the appropriate recruiter who will assist you. Please note, this email address is only to be used for those individuals who need an accommodation to apply for a job. Emails for any other reason or those that do not include a Position ID will not be returned. All CGI offers of employment in the U.S. are contingent upon the ability to successfully complete a background investigation. Background investigation components can vary dependent upon specific assignment and/or level of US government security clearance held. Dependent upon role and/or federal government security clearance requirements, and in accordance with applicable laws, some background investigations may include a credit check. CGI will consider for employment qualified applicants with arrests and conviction records in accordance with all local regulations and ordinances. CGI will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with CGI’s legal duty to furnish information. #J-18808-Ljbffr