Client Engagement Manager- Banking (IT)

Job Description – Client Engagement Manager (CEM) – Financial Services

Company: IT Services firm

Employment Type: Full-time

About the client

It applies next‑generation technology to help enterprises transform businesses globally. With deep domain expertise in banking, financial services, and insurance, we combine technology, architecture, and design thinking to deliver superior customer experiences and business outcomes.

Position Summary

The Client Engagement Manager (CEM) will serve as the primary relationship owner for strategic financial services clients in the New Jersey area. The role focuses on customer satisfaction, account growth, service delivery excellence, and consultative engagement to ensure solutions create measurable business value.

Key Responsibilities

• Build and nurture strong client relationships with senior and operational stakeholders within financial services accounts.
• Act as the single point of contact for client escalations, strategic discussions, and service performance reviews.
• Understand client business challenges, regulatory environment, and technology landscape to proactively recommend solutions.
• Partner with delivery teams to ensure high‑quality, on‑time service delivery aligned with contractual obligations and SLAs.
• Identify opportunities for account expansion, cross‑selling, and up‑selling of capabilities.
• Drive quarterly business reviews (QBRs) and client satisfaction surveys, ensuring continuous improvement.
• Monitor market trends in financial services to offer strategic insights and innovations to clients.
• Maintain governance processes for account performance tracking, reporting, and risk management.
• Collaborate with sales, pre‑sales, and solution architects to support proposal/RFP responses for existing clients.

Qualifications & Skills

• Bachelor’s degree in Business, Finance, Technology, or related field; MBA preferred.
• 8 years of client engagement or account management experience in the financial services sector (banking, capital markets, or insurance).
• Strong understanding of financial services regulations, trends, and technology adoption.
• Proven track record of managing large enterprise accounts and delivering growth.
• Excellent communication, negotiation, and presentation skills.
• Ability to understand both business and technology drivers to craft relevant solutions.
• Strong problem‑solving, conflict‑management, and stakeholder‑management capabilities.
• Willingness to travel within New Jersey/New York region as required.