Job Title: VP Client Partner – Wealth Management Client Industry Focus - New
York
Location: Remote but must reside in the NY Tristate Area (Travel to EXL
offices and Client sites in NYC)
Base Salary range - $230k to $260K plus annual bonus target and RSU
eligibility
To learn more about what we offer please visit us
at https://www.exlservice.com/us-careers-and-benefits
[https://www.exlservice.com/us-careers-and-benefits]
EXL is seeking a senior Wealth Management executive to accelerate growth within
its strategic banking accounts. This role will be responsible for establishing
and expanding relationships with Wealth Management leaders at large U.S. banks
where EXL has an established presence but limited penetration within Wealth
Management.
The individual will leverage deep industry expertise and executive relationships
to identify opportunities across Wealth Management. Working closely with account
teams, solution leaders, and delivery teams, the role will help position EXL's
Data, Analytics, AI, and Operations capabilities to address key Wealth
Management priorities and drive incremental revenue growth.
This is a highly consultative, relationship-driven role focused on executive
engagement, opportunity creation, account expansion, and long-term client
partnership development.
Ideal Candidate Profile:
A current Top Tier Consulting Firm Client Partner who has past experience as a
Wealth Management executive, senior banker, or industry sales leader with an
established & maintained client network across Wealth Management organizations
and a demonstrated track record of expanding strategic accounts, opening new
executive relationships, and converting business priorities into consulting and
transformation opportunities within those Wealth Management organizations.
RESPONSIBILITIES
Wealth Management Account Expansion:
Develop and execute Wealth Management growth plans within existing strategic
banking accounts.
Establish relationships with Wealth Management business leaders and key
decision-makers where EXL has limited current presence.
Partner with existing account teams to expand EXL's footprint and increase
wallet share.
Executive Relationship Development:
Build trusted advisor relationships with Wealth Management executives and
business leaders.
Leverage industry network and market knowledge to create access to new buying
centers.
Facilitate executive conversations around growth, risk, efficiency, and
transformation priorities.
Opportunity Origination & Solution Shaping:
Identify and qualify opportunities aligned to Wealth Management priorities.
Shape client conversations around data, analytics, AI, and operational
transformation.
Partner with EXL domain and solution teams to develop compelling business
cases and proposals.
Support opportunity pursuits through executive presentations, workshops, and
strategic account planning.
Market Leadership:
Maintain deep understanding of Wealth Management trends, competitive
dynamics, and emerging technologies.
Provide market intelligence and thought leadership to clients and internal
stakeholders.
Represent EXL at industry forums, client events, and executive briefings.
QUALIFICATIONS
12+ years of experience in Wealth Management, banking consulting, financial
services consulting, or banking technology/services.
Deep expertise in Wealth Management across Analytics, Data, AI or Operations
space
Strong relationships with senior Wealth Management executives across large
U.S. banks.
Proven success in opening new buying centers and expanding business within
existing client accounts.
Experience influencing and selling to senior business stakeholders.
Strong understanding of data, analytics, AI, and technology-led
transformation in banking.
Exceptional executive presence and relationship-building skills.
Bachelor's degree required.
MBA or advanced degree preferred.
Based in the New York metropolitan area.
Willingness to travel as required.
Note: 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.
EXL (NASDAQ: EXLS) is a leading data analytics and digital operations and
solutions company. We partner with clients using a data and AI-led approach to
reinvent business models, drive better business outcomes and unlock growth with
speed. EXL harnesses the power of data, analytics, AI, and deep industry
knowledge to transform operations for the world’s leading corporations in
industries including insurance, healthcare, banking and financial services,
media and retail, among others. EXL was founded in 1999 with the core values of
innovation, collaboration, excellence, integrity and respect. We are
headquartered in New York and have more than 54,000 employees spanning six
continents. For more information, visit www.exlservice.com
[http://www.exlservice.com/].
EXL never requires or asks for fees/payments or credit card or bank details
during any phase of the recruitment or hiring process and has not authorized any
agencies or partners to collect any fee or payment from prospective candidates.
EXL will only extend a job offer after a candidate has gone through a formal
interview process with members of EXL’s Human Resources team, as well as our
hiring managers.
EXL is the indispensable partner for leading businesses in data-led industries
such as insurance, banking and financial services, healthcare, retail and
logistics. We bring a unique combination of data, advanced analytics, digital
technology and industry expertise to help our clients turn data into insights,
streamline operations, improve customer experience, and transform their
business. Our partnerships with clients are built on a foundation of
collaboration – and we’ve been chosen as a partner by nine of the top ten
leading US insurance companies, nine of the top 20 global banks, and six of the
top ten US health care payers. We function as one team to make your goals our
goals, whether that’s unlocking the value of generative AI or embedding
analytics into workflows that reduce risk or power your growth. Clients choose
EXL as their transformation partner for many reasons. Our geographic diversity
make talent all over the world instantly accessible. Digital accelerators enable
unmatched speed-to-value, letting you realize results fast. It’s our people that
truly set us apart, though, including the 1,500 data scientists we have
dedicated to our generative AI practice. And our more than twenty years of
experience in delivering business services, garnering stellar client references,
and maintaining a solid balance sheet are reassuring to our C-suite clients.
Find out for yourself why clients, employees, and analysts think we’re some of
the best in the business. Contact us to see how we can help you achieve your
goals.