Role Overview
We are seeking a highly accomplished Senior Client Partner with 25+ years of experience in the BFSI industry, specifically across Banking, Insurance (B&I), and Mortgage & Lending (M&L) domains. The candidate will be responsible for driving strategic growth, managing executive client relationships, owning portfolio P&L, expanding existing accounts, acquiring new logos, leading large-scale digital transformation initiatives, and ensuring delivery excellence across the Midwest region.
This leadership role requires a strong industry network, deep domain expertise, proven delivery leadership, and a successful track record of building multi-million-dollar consulting and technology services portfolios.
Key Responsibilities
Strategic Client Leadership
- Build and maintain trusted relationships with C-suite executives and business leaders across Banking, Insurance, Mortgage, and Lending organizations.
- Act as a strategic advisor to clients on business transformation, operational excellence, and technology modernization initiatives.
- Establish executive governance models and drive long-term strategic partnerships.
Business Growth & Portfolio Expansion
- Own revenue, profitability, and growth targets for the assigned BFSI portfolio.
- Drive account mining, cross-sell, upsell, and wallet-share expansion initiatives.
- Lead new logo acquisition efforts across Banking, Insurance, and Mortgage/Lending sectors.
- Develop and execute account growth strategies aligned with business objectives.
P&L Ownership
- Manage overall portfolio financial performance, including revenue forecasting, profitability, margins, and resource utilization.
- Ensure sustainable account growth while maintaining delivery excellence and customer satisfaction.
- Drive regular business reviews and executive governance meetings.
Industry Consulting & Digital Transformation
- Advise clients on digital transformation and modernization initiatives across:
- Core Banking Transformation
- Mortgage Origination & Servicing
- Lending Modernization
- Insurance Platform Transformation
- Customer Experience Transformation
- Cloud, Data & Analytics
- AI and Intelligent Automation
- Collaborate with consulting, solutioning, and delivery teams to define transformation roadmaps and business outcomes.
Delivery Leadership
- Own executive oversight for strategic programs and large-scale engagements.
- Ensure successful delivery of complex transformation initiatives across global delivery teams.
- Drive delivery governance, operational excellence, quality assurance, and customer success.
- Manage delivery escalations, risks, dependencies, and stakeholder communications.
- Lead steering committee meetings and executive governance reviews.
Strategic Deal Pursuits
- Lead large and complex deal pursuits, contract negotiations, and commercial discussions.
- Sponsor strategic proposals, client presentations, and business cases.
- Partner with sales, presales, and delivery teams to create differentiated solutions and win strategies.
Required Skills & Expertise
Domain Expertise
- Banking & Financial Services
- Retail Banking
- Commercial Banking
- Corporate Banking
- Mortgage Origination
- Mortgage Servicing
- Lending Operations
- Consumer Lending
- Capital Markets
- Insurance (Life, Property & Casualty, Health)
- Regulatory Compliance & Risk Management
Business & Client Leadership
- Strategic Account Management
- Executive Stakeholder Management
- CXO Relationship Management
- P&L Ownership
- Revenue Growth & Profitability Management
- New Logo Acquisition
- Account Mining & Portfolio Expansion
- Business Development
- Enterprise Sales Leadership
- Large Deal Management
- Contract Negotiation & Commercial Management
Delivery & Operational Leadership
- Large Program & Portfolio Delivery Management
- Global Delivery Model Management
- End-to-End Delivery Governance
- Delivery Assurance & Quality Management
- Client Escalation Management
- Program Risk & Issue Management
- Resource and Capacity Planning
- Delivery Transformation & Optimization
- Managed Services Leadership
- Multi-vendor Delivery Management
- Customer Success & Retention
- Executive Governance & Steering Committee Management
Technology & Transformation
- Digital Transformation
- Cloud Transformation
- Data & Analytics
- Artificial Intelligence & Automation
- Platform Modernization
- Customer Experience Transformation
- Core Banking Transformation
- Mortgage Technology Platforms
- Lending Transformation
- Insurance Technology Platforms
Preferred Qualifications
- MBA or equivalent postgraduate degree.
- Experience with leading consulting and technology services organizations such as Accenture, Cognizant, Infosys, TCS, Wipro, Capgemini, HCLTech, LTIMindtree, PwC, Deloitte, EY, or KPMG.
- Strong network and relationships within BFSI organizations across the Midwest region.
- Proven experience managing portfolios exceeding USD 20M+ annually.
- Experience leading global delivery teams and large-scale transformation programs.
Key Success Metrics
- Portfolio Revenue Growth
- P&L Performance
- New Logo Wins
- Account Expansion and Wallet Share Growth
- Strategic Deal Closures
- Delivery Excellence
- Customer Satisfaction & Retention
- Executive Relationship Strength
- Digital Transformation Success
- Program Delivery Quality and Governance
- We are an Equal Opportunity Employer
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