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
Inizio Partners
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Client Partner - Banking & Financial Services in San Jose, CA vacancy
  • $171.6k - $392.1k

     ...The opportunity Our Financial Services ("FSO") teams have...  ...Large institutions in Banking, Insurance and Capital...  ...better serve their clients and address the high...  ...responsibilities As a Senior Manager in our SAP...  ...and diverse ecosystem partners, EY teams can provide... 
    Financial
    Senior
    Work experience placement
    Summer holiday
    Live in
    Flexible hours
    2 days per week
    3 days per week

    EY

    San Jose, CA
    2 days ago
  • $104k - $168k

     ...Wells Fargo is seeking a Senior Business Banking Relationship Manager...  ...onboard new business clients through strategic...  ...guidelinesConduct comprehensive financial and credit...  ...coordinating with credit partners as neededPresent...  ...understanding of financial services industry Excellent... 
    Financial
    Senior
    Full time
    Work experience placement
    Work at office
    Local area

    Wells Fargo

    Campbell, CA
    3 days ago
  • $70k - $90k

    IntroductionSince 1973, East West Bank has served as a...  ..., we are the premier financial bridge between the...  ...further.OverviewThe Senior Account Services Manager is...  ...contact for existing clients, responding to requests...  ...and associated risks.Partner with Treasury Management... 
    Financial
    Senior
    Full time

    East West Bank

    Santa Clara, CA
    6 days ago
  •  ...Senior Accountant Location: Bay Area (hybrid) About the client In the non-profit sector The role...  ..., and takes a service-minded approach to...  ...management review and financial reporting Own the...  ...primary contact with banking and treasury partners and handle research... 
    Financial
    Senior
    Work at office

    Hoxton Circle

    Santa Clara, CA
    1 day ago
  •  ...Senior Treasury Analyst Or AM We're looking for a highly motivated...  ...managing our organization's financial resources, optimizing cash flow...  ...managing and optimizing our banking relationships, ensuring efficient and cost-effective services. You'll contribute to the company... 
    Financial
    Senior

    Bitdeer Technologies Group

    San Jose, CA
    4 days ago
  • $71.1k - $145.9k

     ...Make banking a Fifth Third better® We connect great...  ...: The Senior Credit Analyst supports...  ...Underwriters, and Credit Risk partners. The role is...  ...process, including in-depth financial and risk analysis,...  ...commercial banking products, services, and credit structures... 
    Financial
    Senior
    Work at office

    Fifth Third

    San Jose, CA
    1 day ago
  • $176.6k - $239k

     ...we become their trusted partner with solutions that are no...  ...organizations within Amazon Web Services (AWS) and help Global Financial Services customers across...  ...markets, insurance, and banking and payments gain the...  ...drive discussions with senior leadership regarding incidents... 
    Financial
    Senior
    Work experience placement
    Local area
    Worldwide
    Flexible hours

    AmazonWebServices

    Sunnyvale, CA
    2 days ago
  • $10 per hour

     ...relationships and providing financial advice to your clients, then a role as a...  ...Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a...  ...banking products and partner with Branch, Wealth...  ...of products and services; follow up with clients... 
    Financial
    Senior
    Work experience placement
    Work at office

    Chase

    Santa Clara, CA
    2 days ago
  • $130k - $254k

     ...GlobalFoundries is a leading full-service semiconductor foundry...  ....Summary of Role:The Senior Treasury Manager is...  ...leading the company's financial risk management, liquidity strategy, banking infrastructure,...  ...to the VP Treasurer and partners across Finance, Accounting... 
    Financial
    Senior
    Full time
    Local area

    Globalfoundries

    Santa Clara, CA
    6 days ago
  •  ...Senior Finance Manager / Director of Finance (Financing...  ...in the Americas while partnering closely with...  ...transaction execution with banks, lessors, private-credit...  ...economics, financial models, lender materials...  ...capital expenditures, debt service, and liquidity. Executive... 
    Financial
    Senior
    Local area

    Bitdeer

    San Jose, CA
    1 day ago
  • $25.97 - $31.75 per hour

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every...  ...and delivering for our clients, teammates,...  ...whether shaped by military service, community college education...  .... Responsibilities Partners with teams to provide... 
    Financial
    Senior
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Cupertino, CA
    4 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
    1 day ago
  • Johanson & Yau is a full-service public accounting...  ...tax, assurance, client accounting and...  ...Accounting Services (CAS) Senior Associate to join...  ...and analyzes financial information,...  ...closely with clients, partners, and internal teams...  ..., and reconcile bank and credit card accounts... 
    Financial
    Senior
    Full time
    Work at office
    2 days per week

    Johanson & Yau

    Campbell, CA
    4 days ago
  • $184.7k - $324.8k

     ...Senior Software Engineer, Partner Onboarding - Apple Services Engineering Cupertino, California, United States Software and Services...  ...and digital contract signing to bank and tax information collection, payments, invoicing, and financial reporting.Join us to modernize a... 
    Financial
    Senior
    Contract work
    Work experience placement
    Worldwide
    Relocation

    Apple Inc.

    Cupertino, CA
    1 day 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
    Full time
    Local area
    Immediate start

    Columbia Bank (WA, OR & ID)

    San Jose, CA
    17 hours ago
  • $75k - $105k

     ...experience in wealth management or financial services? Do you have experience supporting client relationships and mentoring...  ...Responsibilities We're looking for a Senior Wealth Strategy Associate to:...  ...manager and the leading universal bank in Switzerland. We also provide... 
    Financial
    Senior
    Full time
    Work at office
    Flexible hours

    UBS

    San Jose, CA
    5 days ago
  • $37 - $65.5 per hour

     ...Senior Branch Premier Banker (SAFE) Wells Fargo...  ...with more complex financial needs, serving as their...  ...of contact for banking products and services through scheduled appointments...  ...with internal partners across Wealth, Home...  ...of complex client needs Demonstrate... 
    Financial
    Senior
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    San Jose, CA
    1 day ago
  • $22 - $23.5 per hour

    East West Bank is seeking an Associate Banker in Milpitas, California. This position emphasizes providing exceptional customer service and helping clients with daily financial transactions. Responsibilities include managing customer needs, documenting transactions, and... 
    Financial
    Hourly pay

    East West Bank

    Milpitas, CA
    3 days ago
  • $28.56 - $35.7 per hour

    Financial Services Representative II Hillsdale Branch Position Summary The Financial Services Representative...  ...share, deposit, lending and referral partner targets. Support Credit Union in all...  ...on all deposit, loan, and business banking products in an understandable manner.... 
    Financial
    Full time
    Work at office
    Remote work

    MERIWEST CREDIT UNION

    San Jose, CA
    1 day ago
  • $194.5k - $263.5k

     ...OverviewIntuit is the global financial technology platform...  ..., capital lending and banking. The US GBSG Finance...  ....Come join the Services Finance Team as a Principal...  ...Operational Excellence: Partner with the Services and...  ...interaction with senior non-finance stakeholders... 
    Financial
    Work experience placement
    Worldwide

    Intuit

    Mountain View, CA
    2 days ago
  • Meriwest Credit Union in Milpitas, CA, seeks a Financial Services Representative II to deliver personalized member service, cross-sell products...  ...targets in a full-time, on-site role. The position requires banking experience, NMLS compliance, and strong communication.... 
    Financial
    Full time

    Meriwest Credit Union

    Milpitas, CA
    1 day ago
  • $229.9k - $262.4k

     ...Full-stack Engineer 5 (Senior Manager, IC) Do you...  ...of Americans achieve financial empowerment Utilize programming...  ...Orchestration services including Docker and Kubernetes...  ...requirements Partner with architects and product...  ..., and humanity to banking. We measure our efforts... 
    Financial
    Senior
    Full time
    Part time
    Internship
    Local area

    Capital One

    San Jose, CA
    2 days ago
  •  ...Job Description Job Description Description: Our client is a leading Fortune 100 financial services organization that leverages technology, data, and innovation to deliver modern banking, lending, and payment solutions to millions of customers. Known for its collaborative... 
    Financial
    Senior
    Hourly pay
    Local area

    Eliassen Group

    San Jose, CA
    20 days ago
  • $27.25 - $34.05 per hour

     ...Openings: 1 At CommonWealth, we serve the financial needs of more than 40,000 people who...  ...applications for a full-time Financial Services Representative at our San Jose Branch. As...  ...accounts and loans. Assist members with online banking inquiries. Interview and process member'... 
    Financial
    Full time

    CommonWealth Central Credit Union

    San Jose, CA
    17 hours ago
  • $173.05k - $228.85k

     ...generations to come.Reports ToChief Financial OfficerWhat You Will Be...  ...the rest of the business.The Senior Manager, Corporate Financial...  ...serves as a strategic business partner to the executive leadership...  ...CFA highly preferredInvestment banking experience highly... 
    Financial
    Senior

    ChargePoint

    Campbell, CA
    4 days ago
  • $60k - $95k

     ...for advancement Paid time off Training & development Financial Services Representative - Sales & Client Development Full-Time | In-Office | San Jose, CA...  ...relationship building. You may come from financial services, banking, insurance, retail sales, business development, or... 
    Financial
    Base plus commission
    Full time
    Work at office

    Burch Boehner

    San Jose, CA
    3 days ago
  • $141k - $205k

    Deliver financial analysis and modeling to evaluate the...  ...to TI business partners, accounting, systems,...  ...strategy, investment banking, venture capital, private...  ...processes. You'll provide senior level management with...  ...customer products and services, including Google Cloud... 
    Financial
    Senior

    Google

    Sunnyvale, CA
    6 days ago
  • $171.73k - $214.67k

     ...the Global Head of Finance, the Senior Manager FP&A will own the company's financial roadmap — from the annual operating...  ...manage embedded Finance Business Partners across the company's major...  ...investors is essentiaInvestment banking or strategy consulting background... 
    Financial
    Senior

    OKX

    San Jose, CA
    2 days ago
  • $20 - $25 per hour

    Mechanics Bank is currently searching for a Customer Service Representative to join our team. Here at Mechanics Bank,...  ...transactions and works directly with clients. Accepts, verifies, and processes...  ..., wealth management and other financial products and services. Our... 
    Financial
    Hourly pay
    16 hours
    Work experience placement
    Flexible hours
    Shift work
    Night shift

    Mechanics Bank

    Santa Clara, CA
    17 hours ago
  • $120k

     ...the quality of the tasks/services provided. Impact of the job...  ....Citi, the leading global financial services company, has some...  ...services, including consumer banking and credit, corporate and...  ...superior service to clients and referral partners and is responsible for originating... 
    Financial
    Senior
    Full time
    Local area

    Citigroup

    Sunnyvale, CA
    2 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!