Client Partner - Banking / Financial Services
Chase Winters Worldwide
Chase Winters Worldwide (a leading retained executive search firm) is currently conducting a highly visible search engagement for a Client Partner (Banking / Financial Services Industry Practice) on behalf of a leading global Strategic Management and Information Technology client. Our client is a global leader in next-generation digital services and consulting, enabling organizations across 50+ countries to navigate complex digital transformation initiatives. With decades of experience managing global enterprise systems and operations, the firm partners with clients to modernize technology landscapes, drive innovation, and deliver measurable business outcomes at scale. The Client Partner, Financial Services / Banking Practice will serve as the primary executive interface within the assigned account scope. This leader will be responsible for client relationship management, business development, account governance, and delivery oversight. Typically managing a single account or a significant portfolio segment with P&L responsibility ranging up to $10MM, this individual will develop and execute a comprehensive account strategy while driving profitable growth in the Banking and Financial Services sector . This role is based in the Washington DC Metropolitan Area. You will leverage your experience in IT services, consulting, and industrial/manufacturing sales to: Manage, expand, and strengthen executive-level client relationships within leading banking and financial services institutions Own and grow a $XMM+ portfolio with full opportunity lifecycle responsibility Develop and execute a comprehensive Account Plan, including revenue targets, relationship mapping, pricing strategy, governance structure, and competitive positioning Drive initiatives aligned to banking-specific challenges such as core modernization, digital banking transformation, lending platforms, payments modernization, API enablement, cloud migration, and AI-driven customer experience solutions Collaborate with delivery leadership and global teams to ensure operational excellence and fulfillment of all contractual commitments Lead proposal development, pricing strategy, contract negotiations, and executive presentations Provide delivery assurance by partnering with cross-functional stakeholders across consulting, technology, and operations teams You will engage C-level stakeholders across banking and financial institutions, understand strategic imperatives within the sector, and position digital, consulting, and technology-led solutions that drive long-term partnership value and measurable business impact. This is a highly visible opportunity within a globally recognized organization, offering strong compensation, executive exposure, and significant career progression within a high-growth practice. Requirements 8+ years of professional experience with strong sales, account management, and relationship management background Significant business development and project management experience Demonstrated success managing large enterprise accounts with P&L responsibility Experience supporting clients within the Banking / Financial Services sector, including retail banking, commercial banking, lending, payments, or financial platforms Track record of interacting with and building relationships at the C-suite level Hands-on experience leading proposal creation and executive presentations Strong leadership, communication, negotiation, and stakeholder management skills Broad IT services and consulting engagement experience Preferred Qualifications Knowledge of manufacturing-specific go-to-market strategies and solutions Understanding of key business drivers, technology trends, and operational challenges across financial services Experience operating within a Global Delivery Model Experience managing large, multi-location consulting engagement teams Proven track record growing rapidly expanding client relationships within banking and financial services clients Candidates must be authorized to work for any employer in the United States without employer-based visa sponsorship. Sponsorship is not available for this role at this time. Along with competitive compensation, full-time employees are eligible for comprehensive benefits including medical, dental, vision, life insurance, disability coverage, 401(k), paid holidays, and paid time off. #J-18808-Ljbffr Chase Winters Worldwide
$46.3k - $53.81k
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$20 - $24 per hour
...delivering an exceptional client experience by adhering to the bank's Breakthrough Client... ...appropriate products and services, and referring the client... ...the appropriate business partners within the Bank when needed... ...and prospects in client financial review(s) and business financial...FinancialImmediate start$21.81 - $31.73 per hour
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$15 - $35 per hour
...area As the largest privately-held commercial bank in the Pacific Northwest, our mission for over a hundred years has been achieving the utmost in client service through understanding and meeting the unique financial needs of our customers. Our Home Loan Division (HLD...FinancialHourly paySelf employmentWork at officeLocal areaImmediate start- ...age. Acknowledge ( Bank of America employees... ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...whether shaped by military service, community college... ...knowledge and network by partnering with experts in small...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
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$25 - $37.5 per hour
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$20.67 - $31.25 per hour
..., trusted advisor, and partner to the people and businesses... ...Bankers engage clients in deeper conversations... ...to assist in client's financial wellness both in person... ...making them feel that no bank will fight harder for them... ...than financial services experience. KeyBank provides...FinancialHourly payFull timeWork experience placementFlexible hoursDay shift$47.84k - $64.48k
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$21 - $30 per hour
...Financial Services Sales Assistant A Financial Services Sales Assistant provides administrative... ...between Financial Advisor(s) and their clients. A sales assistant has a large... ...referrals Demonstrates compliance with all bank regulations for assigned job function and...FinancialWork at office$100k - $105k
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