Client Partner - Banking / Financial Services

Chase Winters Worldwide (a leading retained executive search firm) is currently conducting a highly visible search engagement for a Client Partner (Banking / Financial Services Industry Practice) on behalf of a leading global Strategic Management and Information Technology client.

Our client is a global leader in next-generation digital services and consulting, enabling organizations across 50+ countries to navigate complex digital transformation initiatives. With decades of experience managing global enterprise systems and operations, the firm partners with clients to modernize technology landscapes, drive innovation, and deliver measurable business outcomes at scale.

The Client Partner, Financial Services / Banking Practice will serve as the primary executive interface within the assigned account scope. This leader will be responsible for client relationship management, business development, account governance, and delivery oversight. Typically managing a single account or a significant portfolio segment with P&L responsibility ranging up to $10MM, this individual will develop and execute a comprehensive account strategy while driving profitable growth in the Banking and Financial Services sector .

This role is based in the Washington DC Metropolitan Area.

You will leverage your experience in IT services, consulting, and industrial/manufacturing sales to:

Manage, expand, and strengthen executive-level client relationships within leading banking and financial services institutions

Own and grow a $XMM+ portfolio with full opportunity lifecycle responsibility

Develop and execute a comprehensive Account Plan, including revenue targets, relationship mapping, pricing strategy, governance structure, and competitive positioning

Drive initiatives aligned to banking-specific challenges such as core modernization, digital banking transformation, lending platforms, payments modernization, API enablement, cloud migration, and AI-driven customer experience solutions

Collaborate with delivery leadership and global teams to ensure operational excellence and fulfillment of all contractual commitments

Lead proposal development, pricing strategy, contract negotiations, and executive presentations

Provide delivery assurance by partnering with cross-functional stakeholders across consulting, technology, and operations teams

You will engage C-level stakeholders across banking and financial institutions, understand strategic imperatives within the sector, and position digital, consulting, and technology-led solutions that drive long-term partnership value and measurable business impact.

This is a highly visible opportunity within a globally recognized organization, offering strong compensation, executive exposure, and significant career progression within a high-growth practice.

Requirements

8+ years of professional experience with strong sales, account management, and relationship management background

Significant business development and project management experience

Demonstrated success managing large enterprise accounts with P&L responsibility

Experience supporting clients within the Banking / Financial Services sector, including retail banking, commercial banking, lending, payments, or financial platforms

Track record of interacting with and building relationships at the C-suite level

Hands-on experience leading proposal creation and executive presentations

Strong leadership, communication, negotiation, and stakeholder management skills

Broad IT services and consulting engagement experience

Preferred Qualifications

Knowledge of manufacturing-specific go-to-market strategies and solutions

Understanding of key business drivers, technology trends, and operational challenges across financial services

Experience operating within a Global Delivery Model

Experience managing large, multi-location consulting engagement teams

Proven track record growing rapidly expanding client relationships within banking and financial services clients

Candidates must be authorized to work for any employer in the United States without employer-based visa sponsorship. Sponsorship is not available for this role at this time.

Along with competitive compensation, full-time employees are eligible for comprehensive benefits including medical, dental, vision, life insurance, disability coverage, 401(k), paid holidays, and paid time off.

#J-18808-Ljbffr