BCM Client Partner

Job Title: Client Partner – Banking

Location: San Francisco, CA / Remote (Bay area / Silicon Valley area preferred)
Experience: 8–10 years with a Big 4 or Top 10 consulting firm managing and supporting Banking & Financial Services accounts 
Reports to: Head of Client Success – Banking & Capital Markets

At EXL, we go beyond the expected. With deep domain expertise in banking, analytics, digital, and operations, we partner with clients to deliver tangible business outcomes. Our approach is outcomes-first, powered by data and AI, and driven by an unwavering focus on excellence and innovation. Join us in shaping the future of financial services.

Role Overview

We are seeking a dynamic and strategic Client Partner – Banking to lead and grow key client relationships within the U.S. financial services sector. Ideal candidates bring a Big 4 consulting background, techno-functional expertise, and a proven ability to engage with C-suite stakeholders at leading banks.

This is a pivotal role that blends relationship management, solution consulting, and strategic advisory to drive transformational growth across data, digital, operations, and AI-led initiatives.

Key Responsibilities

• Serve as the strategic advisor and trusted partner to senior executives (CIO, CFO, COO, CRO) at top U.S. banks.
• Drive account growth, identify white-space opportunities, and lead multi-tower solution conversations across AI, analytics, data, and operations.
• Lead business transformation discussions, translating banking challenges into data-driven, tech-enabled solutions.
• Orchestrate cross-functional teams including solution architects, domain experts, delivery leads, and innovation teams to deliver high-impact outcomes.
• Maintain deep understanding of evolving banking trends—digital banking, FedNow, GenAI, operational risk, ESG, and compliance—and proactively shape client strategies.
• Champion CXO-level engagement, design roadmaps, and support thought leadership initiatives within the Financial Services vertical.

Qualifications

• 8–10 years of experience in banking or financial services, preferably in client-facing leadership roles.
• Prior or recent experience at a Big 4 consulting firm (e.g., Deloitte, EY, PwC, KPMG) or equivalent.
• Strong exposure to U.S. banking operations, risk, and compliance, with a grasp of regulatory and digital transformation priorities.
• Ability to bridge technology and business strategy, ideally with experience in cloud, core banking platforms, intelligent automation, or AI/ML.
• Proven track record in building and growing strategic relationships and managing large transformation programs.
• Strong communication, influencing, and stakeholder management skills, with a consultative selling approach.
• Bachelor's degree in Business, Finance, Technology, or related field; MBA preferred.

Why EXL?

• Join a recognized leader in data, analytics, and AI for financial services.
• Work at the forefront of transformation, helping banks navigate the AI super cycle and digital disruption.
• Be part of a collaborative, high-performance culture that values innovation, agility, and client impact.
• Shape the future of Banking-as-a-Service, embedded finance, and intelligent operations.