Client Partner-Financial Services

Client Partner - Financial Services

Position type: Full-time, Permanent

Location: NYC/NJ Metro Area (Hybrid)

As a Client Partner - Financial Services, You Will

• The Client Partner is accountable for deepening and scaling Financial Services client relationships, focusing on revenue expansion, account ownership, and long-term client retention. This role requires a senior account leader who understands wealth management and advisory-driven Financial Services models.
• Lead end-to-end ownership of assigned Financial Services accounts.
• Grow revenue through account expansion, renewals, and multi-year agreements.
• Build trusted relationships with senior executives and key decision-makers.
• Drive adoption of technology solutions across digital, engineering, data, and cloud services.
• Identify demand early and convert it into structured opportunities.
• Maintain accurate forecasting, pipeline visibility, and account plans.
• Manage commercial negotiations, pricing discussions, and contractual structures.
• Advocate for client needs internally to support long-term growth.

• 5+ years of experience in Financial Services sales, client partnership, or account management.
• Strong understanding of wealth management, brokerage, or investment advisory operations.
• Experience with in technology services or software-driven organizations.
• Demonstrated success in MSA expansion and long-term account growth.
• Strong relationship management and commercial execution skills.
• Preferred prior experience working directly with Bloomberg (any client-facing, sales, or relationship management role).

Qualified candidates should APPLY NOW for immediate consideration!

This position is only open to applicants who can be engaged on a W-2 basis.

Salary Range*: $150K to $185K

• Salary range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.

Benefits will be provided by the client as this is a Direct hire role.

Dheeraj Rai

Dh

Innova Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates.

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