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Client Partner Enterprise AI Transformation Global Asset Wealth Management

Job in San Mateo, San Mateo County, California, 94409, USA
Listing for: Blend360
Full Time position
Listed on 2026-02-21
Job specializations:
  • IT/Tech
    Business Systems/ Tech Analyst, Business Continuity
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

Job Description

Blend
360 is seeking a senior Client Partner to lead one of our most strategic, multi-year AI transformation engagements. The client is a global investment and wealth management leader entering a defining phase of its digital and AI transformation. With a clear mandate to modernize data infrastructure, reimagine client and advisor experiences, and unlock new sources of growth through applied intelligence, the firm is evolving from traditional asset management toward a more connected, insight-driven enterprise.

As experimentation gives way to scaled adoption, the Client Partner will serve as a strategic advisor—shaping vision, aligning senior stakeholders, and orchestrating multi-disciplinary teams to deliver transformative, AI-powered business outcomes.

The Client Partner will act as the CEO of the account – responsible for overall client success, strategic growth, and profitability. You’ll work directly with the Chief AI Officer, C‑suite leaders, and innovation teams, leading a global delivery organization of approximately 40 professionals. You will partner with Blend’s Head of Financial Services and with the Delivery Lead for the account. This is a highly visible, board-level engagement with significant growth potential and long-term impact.

Key Responsibilities
  • Strategic Account Leadership
    • Serve as the overall executive owner for the engagement – accountable for the client’s success, satisfaction, and Blend
      360’s P&L.
    • Partner directly with the Chief AI Officer and senior business leaders to align on AI transformation goals, milestones, and outcomes.
    • Translate the client’s AI strategy into actionable delivery roadmaps spanning applications, intelligent agents, and automation.
    • Lead multi-year account planning and expansion across innovation, ventures, and portfolio entities.
  • Financial and Commercial Ownership
    • Own the commercial structure, profitability, and growth targets for the engagement.
    • Drive disciplined financial management – pipeline health, deal economics, renewals, and revenue recognition.
    • Lead renewal and expansion discussions tied to AI initiatives and emerging innovation programs.
  • Executive Relationship Management
    • Operate as a trusted advisor to senior client stakeholders, connecting Blend
      360’s capabilities to strategic business priorities.
    • Build and sustain C-level trust through strategic insight, transparent communication, and delivery excellence.
    • Represent Blend
      360 at governance forums and steering committees, shaping the client’s enterprise AI agenda.
  • Delivery Oversight and Transformation Leadership
    • Guide a globally distributed team of 40+ professionals delivering AI applications and agentic automation solutions.
    • Ensure alignment between Blend
      360 delivery leads and the client’s AI and technology teams.
    • Drive measurable business impact through delivery excellence, innovation velocity, and operational rigor.
    • Maintain compliance and governance standards appropriate to a regulated financial environment.
  • Growth and Innovation
    • Identify and pursue opportunities for Blend
      360 to expand its footprint across the client’s ecosystem – including innovation, venture, and portfolio organizations.
    • Position Blend
      360 as a strategic partner in shaping the client’s enterprise AI transformation roadmap.
    • Bring forward-thinking ideas that showcase Blend
      360’s leadership in applied AI, agentic automation, and intelligent applications.
  • Qualifications Ideal Candidate Profile Experience & Background
    • 15+ years in client‑facing leadership roles in consulting, technology services, or digital transformation firms.
    • Proven success leading $10M+ strategic accounts involving complex, multi‑stakeholder AI or transformation initiatives.
    • Experience with in financial services, asset and wealth management, or innovation‑led enterprises preferred.
    • Demonstrated ability to translate emerging AI technologies into tangible business outcomes.
    • Combination of consulting and client‑side experience – able to empathize with enterprise pressures while driving measurable results.
    Skills & Attributes
    • Executive presence and ability to influence at the C‑suite level.
    • Strong financial acumen and commercial fluency in managing P&L, deal economics,…
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