Client Partner (Confidential Client
Listed on 2026-07-31
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Business
Business Development
Location: New York
We are supporting a global digital transformation and technology services organisation in hiring an account manager to own and grow a portfolio of strategic accounts across the financial services sector.
Acting as a trusted advisor to C-suite and senior stakeholders, the individual will identify digital transformation opportunities across banking, payments, and P&C insurance and connect clients with the organisation’s consulting, engineering, technology, and delivery capabilities.
This is a senior, revenue-owning role that combines proactive business development with strategic account management. The successful candidate will be expected to drive multi-million-dollar engagements, expand existing relationships, and represent the organisation credibly within the financial services technology ecosystem.
Key Responsibilities- Own and grow a portfolio of strategic financial services accounts.
- Develop trusted relationships with senior business and technology stakeholders, including VP and C-suite executives.
- Identify and pursue new business opportunities across digital transformation, software engineering, data and analytics, cloud, automation, and managed services.
- Lead the complete commercial lifecycle, including account planning, opportunity identification, proposal development, RFP responses, commercial negotiations, and deal closure.
- Drive both net-new client acquisition and expansion within existing accounts.
- Collaborate with delivery, consulting, pre-sales, solution architecture, legal, and finance teams to develop differentiated solutions and ensure successful execution.
- Build a strong and sustainable pipeline, maintain CRM discipline, and provide accurate revenue forecasting.
- Develop account growth plans aligned with clients’ strategic priorities and transformation agendas.
- Stay current on financial services regulations, market trends, emerging technologies, and changing customer expectations.
- Represent the organisation at relevant industry forums and contribute to market visibility and thought leadership.
- 10+ years of experience in client-facing sales, business development, or strategic account management within IT services, consulting, digital engineering, fintech, or insurance technology.
- Significant experience serving clients within one or more of the following areas: (1)
Banking and financial services (2)
Payments and transaction banking (3)
Property and casualty insurance - Demonstrated success in originating, closing, and expanding multi-stakeholder engagements.
- Proven experience selling digital transformation, technology consulting, software development, cloud, platform modernisation, or managed services.
- Track record of managing multi-year engagements and deals of $1 million or more in annual contract value
. - Established relationships with senior executives across banks, payment organisations, fintechs, insurers, reinsurers, brokers, or related financial institutions.
Candidates should bring strong expertise in at least one of the following areas:
Banking and Payments- Strong knowledge of the BFS payments landscape, with expertise in at least two areas: open banking, instant payments (Fed Now/RTP), ACH, cross-border payments, core banking modernisation, or card processing.
- Familiarity with key regulations and industry initiatives, including PSD2, Fed Now, ISO 20022 migration, and SWIFT gpi.
- Ability to engage both technology buyers (CTO, CIO) and business leaders (COO, Head of Payments).
- Strong knowledge of the P&C insurance value chain, with expertise in at least two areas: policy administration, underwriting, claims, distribution and agency management, reinsurance operations, or insurance data and analytics.
- Familiarity with core platforms such as Guidewire, Duck Creek, Majesco, and Sapiens, along with carrier modernisation journeys.
- Understanding of personal, commercial, specialty, and surplus lines.
- Awareness of emerging trends, including AI-driven underwriting, telematics, usage-based insurance, parametric products, climate-risk modelling, and Insur Tech partnerships.
- Ability to engage both technology buyers (CTO, CIO) and business leaders (COO, Chief Underwriting Officer, Chief Claims Officer).
- Excellent communication, negotiation, and executive presentation skills.
- Strong commercial acumen with the ability to structure and close complex multi-year deals.
- Collaborative approach to leading cross-functional teams around client opportunities.
- Data-driven and structured approach to pipeline management and business planning.
Candidates must be legally authorised to work in the United States without current or future employer sponsorship.
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