Ideal Profile:
- 8-10 years of experience in Banking, Credit Union, or Financial Services analytics, marketing, or consulting.
- Strong business and domain expertise across lending, deposits, customer acquisition, portfolio growth, campaign strategy, or financial services operations.
- Proven experience leading analytics, consulting, or strategy teams and managing large cross-functional teams.
- Demonstrated success in client relationship management, stakeholder communication, and executive-level engagement.
- Strong delivery management capabilities with ownership of project execution, resource planning, risk management, and quality assurance.
- Ability to translate business challenges into actionable analytics, marketing, or growth strategies while driving measurable outcomes.
- Experience working with global clients and managing distributed teams with regular overlap across U.S. time zones, particularly PST.
- Strong people leadership skills with experience in coaching, talent development, hiring, and team growth.
Key Responsibilities:
- Serve as a trusted advisor to clients, providing strategic guidance on business growth, customer engagement, and analytics-driven decision making.
- Lead end-to-end delivery of complex analytics and consulting engagements while ensuring alignment with client objectives.
- Manage and mentor teams, fostering a culture of accountability, collaboration, and continuous improvement.
- Drive stakeholder communication across client, business, analytics, technology, and operations teams.
- Identify opportunities for process optimization, automation, and innovation to improve business outcomes and delivery efficiency.
- Support business development initiatives, solutioning, and growth opportunities within existing client relationships.
Master's in any stream 8+ years
Skills Required
- 8-10 years of experience in banking, credit union, or financial services analytics, marketing, or consulting
- Business and domain expertise across lending, deposits, customer acquisition, portfolio growth, campaign strategy, or financial services operations
- Experience leading analytics, consulting, or strategy teams and managing large cross-functional teams
- Experience in client relationship management, stakeholder communication, and executive-level engagement
- Delivery management experience including project execution, resource planning, risk management, and quality assurance
- Ability to translate business challenges into actionable analytics, marketing, or growth strategies
- Experience working with global clients and managing distributed teams across U.S. time zones, particularly PST
- People leadership experience in coaching, talent development, hiring, and team growth
- Master's degree in any field
EXL Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about EXL and has not been reviewed or approved by EXL.
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Healthcare Strength — Medical plan options include HSA, HRA, and PPO choices, with additional health-related programs such as disability coverage and an employee assistance program. Feedback suggests these options provide meaningful flexibility and coverage breadth for many roles.
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Leave & Time Off Breadth — Up to 20 days of paid time off, plus federal holidays and paid sick and safe time, are highlighted. Feedback suggests this leave structure is a notable benefit alongside core compensation.
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Retirement Support — A traditional and Roth 401(k) with up to a 3% company match and full vesting after one year is described. Feedback suggests this match and vesting timeline help bolster long-term savings.
EXL Insights
What We Do
Choosing a digital partner is about more than capabilities — it’s about collaboration and character. Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments. At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations. Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale. Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact. We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition. At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward. For more information, visit www.exlservice.com.
