Banking & Financial Services Client Success Management Leader
$139.2k - $289kDXC Technology
Job Description:Location: Hybrid – Based in New York, NYThe Americas Banking & Financial Services Client Success Management Leader is a player-coach responsible for customer success, account growth, and financial performance across a portfolio of strategic enterprise clients while leading a team of Client Success Managers (CSMs).Supporting DXC's Consulting & Engineering Services (CES) business, this leader drives customer retention, expansion, revenue growth, profitability, and executive relationships across the Financial Services Industry (FSI) portfolio. Working closely with Sales, Client Partners, Delivery, Industry Leaders, and Practices, they ensure consistent execution of account strategies, business development, delivery governance, and customer outcomes.The ideal candidate combines customer success leadership, commercial acumen, technology expertise, and a proven ability to develop high-performing teams.Client Success, Growth & Delivery LeadershipOwn and grow a portfolio of strategic FSI accounts, driving customer satisfaction, retention, renewals, and expansion.Build trusted relationships with senior client stakeholders and serve as an executive escalation point.Lead account planning, executive business reviews, and customer success governance.Identify and accelerate growth opportunities across DXC's CES portfolio.Partner with Sales, Client Partners, and Delivery Leaders to expand existing accounts and ensure successful customer outcomes.Monitor customer health, delivery performance, and operational risks, driving proactive issue resolution.Business Development & Pipeline ManagementDrive expansion pipeline generation and account growth across the FSI portfolio.Partner with Sales, Consulting, Industry Leaders, and Solution Architects to develop growth strategies.Maintain disciplined opportunity, forecast, and account management practices.Support strategic pursuits, executive presentations, and growth initiatives to achieve revenue and bookings targets.Financial Leadership & P&L ManagementOwn revenue, profitability, retention, and growth performance across the assigned portfolio.Lead forecasting, financial planning, pipeline reviews, and margin management activities.Drive sustainable growth through account expansion, operational efficiency, and resource optimization.Partner with Finance, Sales, Delivery, and Practice Leaders to achieve quarterly and annual financial objectives.Ensure strong financial governance, forecasting accuracy, and portfolio performance management.Technology & Solution ExpertiseMaintain working knowledge of DXC's CES portfolio, including:Digital EngineeringSoftware EngineeringEnterprise PlatformsApplication Development & ModernizationCloud TransformationData, Analytics & AIAutomationIndustry SolutionsLeverage DXC capabilities to help clients achieve measurable business outcomes.Required Qualifications10+ years of experience leading and growing enterprise accounts within a technology services, consulting, engineering, or managed services environment.5+ years leading customer-facing teams.Proven success driving revenue growth, profitability, customer retention, and account expansion.Experience managing portfolios with accountability for financial performance and P&L objectives.Strong understanding of forecasting, account profitability, revenue management, and operational governance.Experience supporting clients in the Banking and Financial Services Industries. Leadership CompetenciesClient Success LeadershipPeople Leadership & CoachingRevenue Growth & Account ExpansionP&L OwnershipFinancial Planning & ForecastingPortfolio ManagementExecutive Relationship ManagementCommercial AcumenCross-Functional CollaborationOperational ExcellenceKey Success MetricsRevenue attainmentPortfolio profitability and margin performanceCustomer retention and renewal ratesExpansion revenue and pipeline growthCustomer satisfaction (CSAT/CES/NPS)Delivery performance and SLA achievementExecutive relationship strengthTeam engagement, retention, and developmentForecast accuracyAchievement of annual business and financial objectivesCompensation at DXC is influenced by an array of factors, including but not limited to the experience, job-related knowledge, skills, competencies, as well as contract-specific affordability and organizational requirements. A reasonable estimate of the current compensation range for this position is $139,200 - $289,000.Full-time hires are eligible to participate in the DXC benefit program. DXC offers a comprehensive, flexible, and competitive benefits program which includes, but is not limited to, health, dental, and vision insurance coverage; employee wellness; life and disability insurance; a retirement savings plan, paid holidays, paid time off.At DXC Technology, we believe strong connections and community are key to our success. Our work model prioritizes in-person collaboration while offering flexibility to support wellbeing, productivity, individual work styles, and life circumstances. We’re committed to fostering an inclusive environment where everyone can thrive.If you are an applicant from the United States, Guam, or Puerto RicoDXC Technology Company (DXC) is an Equal Opportunity employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law. View postings below.We participate in E-Verify. In addition to the posters already identified, DXC provides access to prospective employees for the Federal Minimum Wage Poster, Federal Polygraph Protection Act Poster as well as any state or locality specific applicant posters. To access the postings in the link below, select your state to view all applicable federal, state and locality postings. Postings are available in English, and in Spanish, where required. View postings below.Postings LinkDisability AccommodationsIf you are an individual with a disability, a disabled veteran, or a wounded warrior and you are unable or limited in your ability to access or use this site as a result of your disability, you may request a reasonable accommodation by contacting us via email.Please note: DXC will respond only to requests for accommodations due to a disability.Recruitment fraud is a scheme in which fictitious job opportunities are offered to job seekers typically through online services, such as false websites, or through unsolicited emails claiming to be from the company. These emails may request recipients to provide personal information or to make payments as part of their illegitimate recruiting process. DXC does not make offers of employment via social media networks and DXC never asks for any money or payments from applicants at any point in the recruitment process, nor ask a job seeker to purchase IT or other equipment on our behalf. More information on employment scams is available here.SummaryLocation: USA - NY - NEW YORKType: Full time
$137.9k - $256.1k
...New York, NYSummaryThe Client Success Manager (CSM) is a pivotal... ...managing all aspects of service delivery, advocating... ...reporting to the CSM Leader.Drive effective... ...or constraints.Drive financial governance by ensuring... ...grow accounts in the Banking and Financial Services...FinancialMinimum wageFull timeContract workFlexible hours$104.6k - $191.6k
...opportunityEY is a leader in serving the global financial services marketplace and... ...side with a range of clients from our most... ...new entrants across Banking and Capital Markets... ...Wealth and Asset Management, Insurance, and Real... ...and attributes for successAbility to identify and...FinancialSummer holidayLocal areaFlexible hours- ...Strategic Client Executive Hitachi Vantara... ...largest global financial services accounts. This... ...initiatives. Manage pipeline, forecasting... .... ~ Proven success managing large, US... ...senior technology leaders and industry networks... ...significant banking relationships....FinancialWorldwide
- ...: 82236Category: Client Service ManagementLocation... ...-glove support leader for our largest institutional... ...for enterprise banking clients, ensuring... ...& Escalation Management• Serve as the... ...management, or financial services client services... ...success leading white-glove...FinancialFull timeWork experience placementImmediate startWorldwideFlexible hours
$103.1k - $188.9k
...: Business Tax Services (BTS)Employer:... ...world.EY is a leader in serving the global financial services marketplace... ...a range of clients from our most venerable... ...across Banking and Capital Markets... ...and Asset Management, Insurance, Real... ...attributes for successAbility to recognize and...FinancialPrivate practiceSummer holidayLocal areaFlexible hours$233k - $270k
...looking for a Client Value Partner—a... ...strategic Global Banking accounts,... ...standard client success; it requires a... ...Markets, and Asset Management.You will blend... ...articulate the financial impact of Process... ...Act as a senior leader for the team,... ...Controllership, Treasury Services, and Risk &...FinancialFull timeWork at officeLocal areaRemote workWorldwideFlexible hours$106.5k - $195.1k
...: Business Tax Services (BTS)Employer:... ...opportunityEY is a leader in serving the global financial services... ...with a range of clients from our most venerable... ...across Banking and Capital Markets... ...and Asset Management, Insurance, and... ...wealth transfer succession, family constitutions...FinancialWork experience placementSummer holidayImmediate startFlexible hours- Job Description Client Partner, Financial Services The Client Partner is a strategic leader responsible for driving... ...-level relationship management, business development... ...roles, with proven success in managing large-scale... ...Deep knowledge of banking, capital markets, insurance...Financial
- ...Client Partner – Financial Services Vertical Relevance | Business Development... ...and technology leaders, and position Vertical... ...and engagement management, IT transformation,... ...opportunities across banks, asset and wealth managers... ...primary measure of success. ~2. Work the AWS...FinancialShift work
- ...recognition for service and excellence in the Financial Services... ...dynamic Registered Client Service Associate... ...ability to organize, manage, and track... ...basis were successfully received. Monitors... ...asset management, banking and other... ...the support of leaders and colleagues...FinancialWork experience placementWork at office
- ...rid the world’s banks of legacy technology... ...by the Financial Times as one of Europe... ...Employer for 2026. The Client Success Director (CSD) is... ..., and ongoing services within the scope... ...professional services, managed services,... .... Collaborative leader who can influence...FinancialContract workWork at officeFlexible hours
- ...Client Account Manager Join J.P. Morgan Asset Management... ...exceptional service to our valued clients... ..., and Private Bank client channels.... ...Business acumen for financial concepts; ability... ...and today we are a leader in investment... ...directly linked to our success. We are an equal...Financial
$230k - $350k
...Client Partner - Financial Services New York Indicium AI is trusted... ...and Asset & Wealth Management sectors. In this... ...ultimate programmatic leader for your accounts.... .... (General banking experience is a plus... ...steer teams toward successful client outcomes....Financial- We are seeking an AI leader to drive innovation and delivery across our Financial Services and Insurance portfolio... ...Responsibilities Work with clients and internal teams to... ...-to-market offerings Manage end-to-end data... ..., or similar roles in banking, investment, underwriting...Financial
- ...leadership for the Banking and Financial Services vertical, and executive... ...Services unit leader.The role owns both the... ...financial services clients. On the other, it acts... ...communications.The successful candidate will combine... ...networks Develop and manage perspective papers,...FinancialFull timeTemporary workWork at office
$175k - $250k
...City (Hybrid – local client engagement required)Business... ...Unit: Capgemini Financial ServicesAt this time,... ...ecosystem within Financial Services clients in New York.... ...and Line of Business leaders)Drive growth across strategic... ...Services clients (banking, capital markets, and/...FinancialFull timeLocal area$180k - $195k
...President, Health Plan Market Leader, Client Success is the lead client success... ...strong relationship management, operational execution, reporting... ...clinical, operational, financial, and member experience data... ...complexity, growth expectations, service model evolution, and market...FinancialFull timeSummer workWork at officeRemote workFlexible hours3 days per week$127.9k - $291.9k
...Function: Business Tax Services (BTS)Employer: EY... ...opportunityEY is a leader in serving the global financial services... ...side with a range of clients from our most venerable... ...new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate...FinancialPrivate practiceSummer holidayLocal areaFlexible hours- ...is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-... ...and bespoke program management to navigate the ever-... ...the pathway for our clients to deliver innovative... ...and track record of success in building high-velocity...FinancialFlexible hoursShift work
- ...delivering exceptional client service. As a Client Service Manager - VP in Securities... ...resources required to successfully service your book of... ...experience working at a financial services organization... ...and today we are a leader in investment banking, consumer and small business...Financial
$68k - $153k
Job-ID: 74256Category: Client Service ManagementLocation: Lake Mary, FL, United States... ...and enables employees’ growth and success. As a leading global financial services company at the heart of... ...of Vice President, Cliet Service Manager to join our Global Collateral team...FinancialFull timeTemporary workWork experience placementWorldwideFlexible hours$59.09k - $99.49k
Job Summary Branch Banking Leader coaches a high‑performing... ...with a focus on successful sales and client experience... ...high level of client service. Job Responsibilities... ...growth targets in financial performance (deposits... ...and clients. Talent Management: Responsible for employment...FinancialLocal area- Job-ID: 81728Category: Client Service ManagementLocation: New York, NY,... ...Vice President, Client Service Management to join our Depositary... ...possible opportunities for their success - resulting in protecting... ...resilience, and reach your financial goals as a valued member of...FinancialFull timeWorldwideFlexible hours
$83k - $149k
Job-ID: 74858Category: Client Service ManagementLocation: Lake Mary, FL, United States... ...and enables employees’ growth and success. As a leading global financial services company at the heart of... ...with senior client and business leaders.To be successful in this role, we’...FinancialFull timeTemporary workWork experience placementWorldwideFlexible hours$200k - $265k
...experts, and business leaders working together to... ...Anthropic's Customer Success team in a high-impact... ...adoption across our Financial Services segment. As an Enterprise... ...Customer Success Manager for FSI, you'll be the... ...a portfolio spanning Banking, Insurance, Asset & Wealth...FinancialWork at officeVisa sponsorshipFlexible hours$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location... ...SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with... ...range of financial services, including banking, leasing, securities, credit cards,...FinancialFull timeWork at officeLocal areaRemote workWork from homeWorldwide- ...within J.P. Morgan Asset Management's Client Service organization, leading... ...capabilities, and skills Financial services experience (... ...years and today we are a leader in investment banking, consumer and small business... ...directly linked to our success. We are an equal...FinancialContract work
$224k - $356.5k
NVIDIA Financial Services sales team now looking for a Senior Account Manager to serve our banking clients. At NVIDIA, we are seeking a high-energy and... ...with a validated successful track record of leading enterprise... ..., business development leaders, and developer relations,...FinancialFull timeRemote workShift work- ...Chase in New York, NY seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients... ...specialists to address clients’ financial needs. The role emphasizes... ...a proactive, advisory approach to servicing clients within a high-volume branch...Financial
$350k - $400k
...Description: The Managing Director Client Pricing and Analytics... ...responsibility to develop the banks Prime Brokerage... ...with high-touch services. Key Responsibilities... ...to either reduce financial resource usage or generate... ...committed to your success and foster a respectful...FinancialFull timeWork at officeLocal areaWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Banking & Financial Services Client Success Management Leader. Be the first to apply!
- account manager financial services New York, NY
- product manager financial services New York, NY
- managing director financial services New York, NY
- financial educator New York, NY
- citizens financial group New York, NY
- financial sales New York, NY
- financial banking New York, NY
- financial actuary New York, NY
- senior financial analyst fp&a New York, NY
- financial engineer New York, NY



