Why EXL?
- Join a recognized leader in data, analytics, and AI for financial services.
- Work at the forefront of transformation, helping banks navigate the AI super cycle and digital disruption.
- Be part of a collaborative, high-performance culture that values innovation, agility, and client impact.
- Shape the future of Banking-as-a-Service, embedded finance, and intelligent operations.
Job Title: Client Partner – Banking
- Location: San Francisco, CA / Remote (Bay area / Silicon Valley area preferred)
- Base Salary - $200k - $260k, plus annual bonus and RSU eligibility
- Experience: 8–10 years with a Big 4 or Top 10 consulting firm managing and supporting Banking & Financial Services accounts
- Reports to: Head of Client Success – Banking & Capital Markets
At EXL, we go beyond the expected. With deep domain expertise in banking, analytics, digital, and operations, we partner with clients to deliver tangible business outcomes. Our approach is outcomes-first, powered by data and AI, and driven by an unwavering focus on excellence and innovation. Join us in shaping the future of financial services.
Role Overview
We are seeking a dynamic and strategic Client Partner – Banking to lead and grow key client relationships within the U.S. financial services sector. Ideal candidates bring a Big 4 consulting background, techno-functional expertise, and a proven ability to engage with C-suite stakeholders at leading banks.
This is a pivotal role that blends relationship management, solution consulting, and strategic advisory to drive transformational growth across data, digital, operations, and AI-led initiatives.
The posted range is the hiring range for this role — a subset of the broader range available to employees over time — and reflects base salary across our national hiring scale. Final offers are based on several factors, including the candidate's skills and experience, internal pay equity, work location, market conditions for the role, and the specific scope and responsibilities of the position. The top of the range is reserved for candidates who notably exceed the requirements; the lower end applies to those with less experience or fewer preferred qualifications. For positions based in higher-cost zones (e.g., California, New York, New Jersey), actual compensation may exceed the posted range; your recruiter will share specifics during the process.
Responsibilities- Serve as the strategic advisor and trusted partner to senior executives (CIO, CFO, COO, CRO) at top U.S. banks.
- Drive account growth, identify white-space opportunities, and lead multi-tower solution conversations across AI, analytics, data, and operations.
- Lead business transformation discussions, translating banking challenges into data-driven, tech-enabled solutions.
- Orchestrate cross-functional teams including solution architects, domain experts, delivery leads, and innovation teams to deliver high-impact outcomes.
- Maintain deep understanding of evolving banking trends—digital banking, FedNow, GenAI, operational risk, ESG, and compliance—and proactively shape client strategies.
- Champion CXO-level engagement, design roadmaps, and support thought leadership initiatives within the Financial Services vertical.
- Prior or recent client facing experience at a Big 4 consulting firm or equivalent with 8–10 years of experience servicing banking or financial services clients.
- Strong exposure to U.S. banking operations, risk, and compliance, with a grasp of regulatory and digital transformation priorities.
- Ability to bridge technology and business strategy, ideally with experience in cloud, core banking platforms, intelligent automation, or AI/ML.
- Proven track record in building and growing strategic relationships and managing large transformation programs.
- Strong communication, influencing, and stakeholder management skills, with a consultative selling approach.
- Bachelor's degree in Business, Finance, Technology, or related field; MBA preferred.
Skills Required
- 8-10 years experience at a Big 4 or Top 10 consulting firm managing banking or financial services accounts
- Prior client-facing experience engaging C-suite stakeholders (CIO, CFO, COO, CRO)
- Strong exposure to U.S. banking operations, risk, and compliance
- Ability to bridge technology and business strategy with experience in cloud, core banking platforms, intelligent automation, or AI/ML
- Proven track record building and growing strategic relationships and managing large transformation programs
- Strong communication, influencing, stakeholder management, and consultative selling skills
- Bachelor's degree in Business, Finance, Technology, or related field
- MBA
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.
