Managing Client Principal, Digital Services, FinSrv

Posted 3 Days Ago
Be an Early Applicant
Hiring Remotely in United States
Remote
Expert/Leader
Information Technology
The Role
Lead and mentor a team of Principal Architects focused on financial-services digital transformation. Drive vertically aligned presales strategy and technical pursuits in application modernization, AI/GenAI, data modernization, and cloud, own strategic client engagements, partner relationships, and recruitment/retention for the practice.
Summary Generated by Built In

Presidio, Where Teamwork and Innovation Shape the Future
At Presidio, we’re at the forefront of a global technology revolution, transforming industries through cutting-edge digital solutions and next-generation AI. We empower businesses—and their customers—to achieve more through innovation, automation, and intelligent insights.

The Role

Managing Client Principal (MCP), Digital, FinSrv (Financial Services, Banking)

Summary/Overview:

A Presidio Managing Client Principal (MCP), Digital, is a strategic player-coach leadership role responsible for building, mentoring, and leading a high-performing team of Principal Architects aligned to an Industry Vertical with a focus on application development and modernization, AI/GenAI, and data modernization, while also personally contributing to and leading strategic or complex client engagements. This role leads by example and coaches to ensure the team effectively and efficiently leverages presales methodologies, standards and best practices, technical acumen, key relationships (clients, internal Presidio stakeholders and vendor partners), and context analysis (Industry, Customer, Technical, Sales) to position and recommend solutions that that deliver long-term value to clients.

Key Responsibilities:

  •  Drive Vertical Focused Digital Services Sales. In close partnership with a Vertical Industry Sales Leader, and Industry SME -  and the broader sales team - formulate and execute a vertically aligned technical sales strategy to exceed revenue objectives through the adoption of Presidio Digital services - application modernization, application development, artificial intelligence (AI/GenAI), and data platforms and modernization – and related vertical offerings and accelerators. In close partnership with a Vertical Industry Sales Leader, establish, co-lead, and continuously refine shared guidelines and practices for opportunity onboarding and prioritization, team cadences, pursuit management, and account planning.
  •  Team Leadership, Mentorship & Enablement. Be accountable and drive accountability for the PreSales and Vertical team shared guidelines and practices. Actively and periodically mentor, coach, and enable team members. Drive period cadences with team members to provide feedback and receive feedback. Execute professional growth and career development initiatives for team members. Provide timely feedback to leadership on staff and opportunities. 
  • Team Management. Lead the execution and resolution of human resources and compensation related activities for the team members. Proactively recruit candidates for all roles and drive individualized retention and reward strategies for staff.
  • Account Leadership. Activity participate in client account related activities that establish the Solution Architect as a trusted advisor internally and with clients, such as: Account planning, EBCs, social events, etc. Serve as the technical leadership liaison to strategic accounts in a vertical.
  • Technical Opportunity Leadership. Lead strategic and select opportunities in application modernization, application development, artificial intelligence (AI) and data estates to achieve solution win of Presidio services solutions. Identify customer stakeholders and their individual success criteria and needs. Create and lead technical solution approaches and next steps aligned to customer stakeholders. Align, vet and coordinate Presidio technical resources as needed. Engage Manager/VP/Director/C-Suite level at clients directly. Be the point of contact for opportunity escalations
  • Technical Excellence & Evangelism.Maintain a high level of technical excellence and evangelism across multiple relevant solution architecture, product areas, and industry. Lead the curation and delivery of relevant technical knowledge, presentations, and conversations at all client levels and customer related events. Actively participate in technical champion programs and communities. Attain certifications when appropriate. Learn, discuss and present new and emerging relevant topics.
  • Understand Customer Current State. Proactively drive discovery and understanding of customer IT current state, goals, outcomes, and initiatives across Business, Technical, Operational, and Financial facets. Research industry trends and topics and develop discovery approaches. Develop and lead workshops to drive relevant discovery. Document customer current state to assist customer and sales teams target future state architectures and roadmaps.
  •  Practice Delivery Engagement and Leadership Partnership. Actively participate as a leadership liaison between customers, sales and delivery resources to ensure customer success. Lead the collaboration with delivery engineering leadership on driving quality and properly risk managed solutions and staffing for customer proposals. Serve as point of contact to delivery engineering leadership for solution scoping escalation for the Principal Architects on the team.
  • Team Engagement and Enable Culture.Engage Presidio team members, activity participate in team activities, and contribute on collaboration tools to drive an open, positive, inclusive, resilient, change-orientated team culture. Be a steward of the PRESIDIO COORE VALUES –Excellence, Forward-Thinking, Accountability, One Presdio.
  • Partner Relationships.Develop working relationships with vendor partner teams and peers, prioritizing the hyper-scaler cloud solutions and relevant ecosystems. Contribute to and drive execution of relevant partner vendor GTM strategies.
  • Continuous Improvement & Innovation. Actively plan and execute growth and career development activities for the role and your team. Seek and collaborate with key stakeholders on improvements to presales processes and GTM.

Required Qualifications:

  • Bachelor’s degree or equivalent experience and/or military experience
  • Overall 13+ years of relevant experience
  • 10+ years of architecture, design, implementation, and/or consulting in digital and/or cloud technologies
  • Demonstrated experience and proven expertise within the Financial Services (FinSrv) Industry
  • 5+ years of specific domain experience in one or more of the following: application and software development, application modernization, data estates, data platforms and modernization
  • 5+ years hands on experience with AWS, Azure and/or GCP
  • 4+ years of experience in consultative presales: be curious and creative
  • Demonstrated comfort leading presentations and discussions to leadership groups internally and at clients
  • Growth mindset and drive for trying new ideas and actively seek mentoring and coaching
  • Collaborative style and the ability to work with diverse set of stakeholders
  • Expert time management and ability to set expectations in a timely manner
  • Ability to provide timely feedback loops to leadership

    Preferred Qualifications:

    • Demonstrated experience in leadership, management, or player-coach capacity
    • AWS Solution Architecture level certifications
    • Experience in delivering modern application architectures such as micro services, event driven architectures, and cloud native application frameworks
    • Experience in software engineering, code development, and or software delivery lifecycle (SDLC)
    • Experience with artificial intelligence (AI) solutions and deployments – including LLMs, GenAI and agentic AI
    • Experience with reviewing and/or writing statements of work (SOW)
    • Experience and/or ability to prepare RFP/RFI response, proposals, and solutions
    • Demonstrated comfort leading CIO/CTO level presentations, solution demonstrations and whiteboard sessions
    • Experience with hyper-scaler cloud technologies from Google and Microsoft

    Your future at Presidio
    Joining Presidio means stepping into a culture of trailblazers—thinkers, builders, and collaborators—who push the boundaries of what’s possible. With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world.

    Here, your impact is real. Whether you're harnessing the power of Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you’ll be part of a team that is shaping the future.

    Ready to innovate? Let’s redefine what’s next—together.

    About Presidio
    At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio’s expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit www.presidio.com.

    *****


    Applications will be accepted on a rolling basis.

    Presidio has a strong commitment to the community we serve and our employees. As an Equal Opportunity Employer, we strive to have a workforce that includes the community we serve.

    Presidio is an Equal Opportunity Employer Disability/Vets. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

    The "Know Your Rights" Poster is available here: https://www.eeoc.gov/poster

    Presidio's EEO Policy Statement is available here: https://www.presidio.com/careers

    Presidio is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an email to [email protected] and let us know the nature of your request and your contact information.

    Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to [email protected].

    Notice to Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

    Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our careers email address, Presidio employees or any other means. Presidio is not responsible for any fees related to unsolicited resumes/CVs.

    #LI-JM3 

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

    Skills Required

    • Bachelor's degree or equivalent experience and/or military experience
    • Overall 13+ years of relevant experience
    • 10+ years of architecture, design, implementation, and/or consulting in digital and/or cloud technologies
    • Demonstrated experience and proven expertise within the Financial Services industry
    • 5+ years domain experience in one or more: application/software development, application modernization, data estates, data platforms and modernization
    • 5+ years hands-on experience with AWS, Azure and/or GCP
    • 4+ years of consultative presales experience
    • Demonstrated comfort leading presentations and discussions to leadership groups internally and at clients (C-level)
    • Ability to recruit, mentor, coach, and manage Principal-level architects and drive team accountability
    • Ability to drive discovery, lead workshops, and document customer current state across business, technical, operational, and financial facets
    • Strong collaboration skills and ability to work with diverse stakeholders
    • Expert time management and ability to set expectations and provide timely feedback to leadership
    • Growth mindset and willingness to learn and present new/emerging topics
    • AWS Solution Architecture level certifications
    • Experience delivering modern application architectures (microservices, event-driven, cloud-native)
    • Experience in software engineering, code development, and software delivery lifecycle (SDLC)
    • Experience with AI solutions and deployments including LLMs, GenAI and agentic AI
    • Experience reviewing/writing statements of work (SOW) and preparing RFP/RFI responses and proposals
    • Experience with Google and Microsoft hyper-scaler cloud technologies

    Presidio Compensation & Benefits Highlights

    The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Presidio and has not been reviewed or approved by Presidio.

    • Strong & Reliable Incentives Variable compensation in sales and adjacent roles can materially lift total earnings when targets are met. On‑target earnings are portrayed as attractive for roles like account executives and sales engineers, with notable upside for top performers.
    • Leave & Time Off Breadth Flexible or "unlimited" PTO is available in many groups. Remote and hybrid flexibility further broaden schedule control.
    • Inclusive Benefits Coverage The package includes adoption assistance, parental leave, fertility benefits, ERGs, commuter benefits, tuition assistance, and paid training. These offerings complement core medical, dental, vision, life/disability, and 401(k) coverage.

    Presidio Insights

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    The Company
    HQ: New York, NY
    3,150 Employees

    What We Do

    Presidio is a leading global digital systems integrator developing innovative technology solutions to help clients digitally transform their business. We specialize in simplifying IT by modernizing data, applications and infrastructure. Our full lifecycle model of professional and managed services power resilient cloud, security, infrastructure modernization and workforce transformation solutions for 7,000 middle market, enterprise and government clients. With an industry-leading 3:1 ratio of engineers to salespeople, we are uniquely positioned to develop and manage world-class business solutions at consumer speed. Partnering with Presidio allows organizations to capture new digital revenue streams while focusing on their core business. We handle the technical complexity and match spend to business value through flexible payment and consumption solutions.

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