Senior Client Partner / Portfolio CEO

Job Title: Senior Client Partner / Portfolio CEO

Location : New York City, NY (5 days/week onsite and travel to other client locations across the US (around one week out of each month on average)

Type: Full-Time/Permanent

Job Description:

Position Overview:

Our client’s Financial Services Global Business Unit is seeking a senior Client Partner to lead strategic growth and delivery for a leading financial services account. This role requires strong leadership, technical credibility, and the ability to operate with high autonomy while engaging at the highest levels with client senior executives.

Key Responsibilities:

Strategic Leadership & Growth

• Shape and close strategic deals across Cloud, Digital, Data, and AI solutions.
• Develop and execute account strategy aligned with business objectives.
• Drive incremental growth with a focus on expanding client relationships and solution footprint.

Client Engagement

• Serve as a trusted advisor to client senior executives.
• Build and maintain long-term relationships through high-touch engagement, including executive networking and social events.
• Demonstrate strong executive presence and influence.

Delivery Oversight

• Lead governance across multiple programs ensuring delivery excellence.
• Collaborate with internal teams and oversee client partner resources for seamless execution.

Domain & Technical Expertise

• Deep understanding of financial services and capital markets domain.
• Strong technology foundation (preferably Computer Science degree) to engage credibly with client technology leaders.
• Expertise in Cloud, Digital, Data, and AI transformation.

Qualifications:

• 12 years in senior client-facing roles within IT consulting and financial services.
• Proven success managing large portfolios and delivering complex transformation programs.
• Experience driving significant incremental growth (20M ).
• Strong executive presence and ability to influence senior stakeholders.
• Must be based in or near NYC with ability to entertain clients and attend in-person meetings regularly.
• This role requires onsite presence of 5 days per week at our client location in NY City with travel to other client locations across the US (around one week out of each month on average).

1. Context & Role Reality (Beyond the JD)

This is a senior Client Partner / Portfolio CEO role responsible for running and growing a large, complex Capital Markets services account at a Tier‑1 financial institution.

This is not:

• A generic sales role
• A strategy/advisory role
• A delivery‑only leadership role

The successful candidate must independently own the account, operate with high autonomy, and serve as the single point of accountability across:

• Revenue & P&L
• Delivery governance
• Executive client relationships
• Risk, regulatory, and escalation management

This is a farming role focused on expanding an existing account, not hunting for new logos.

2. Non‑Negotiable Requirements (Hard Filters)

Please only submit candidates who clearly meet ALL of the following:

✅ Capital Markets experience

(investment banking, markets, trading, risk/regulatory, securities, post‑trade — not just “financial services”)

✅ End‑to‑end account ownership

Revenue, margin/P&L, delivery governance, and executive engagement

✅ Multi‑year stewardship of a large, regulated account

Demonstrated stability and accountability in high‑pressure environments

✅ Proven growth within an existing client

Clear examples of wallet expansion over time

✅ Daily onsite presence in NYC

High‑touch, in‑person engagement is mandatory (client meetings, dinners, executive forums)

✅ Executive‑level credibility

Ability to operate confidently with CIO/CTO/COO and business heads at Tier‑1 banks

3. Strong Preference / Ideal Background

Candidates are most compelling when they have:

• Ownership of $20M annual services portfolios (larger is better)
• Experience with Tier‑1 banks (Goldman Sachs peers: JPMC, MS, Citi, BNYM, etc.)
• Background in large GSIs (Capgemini, Accenture, Infosys, TCS, Cognizant, Wipro, etc.)
• A technology foundation (engineering / computer science background strongly preferred)
• Credibility across Cloud, Digital, Data & AI in a Capital Markets context
• Experience navigating regulatory, audit, and risk‑sensitive environments

4. Profiles We Will Actively Reject (Please Filter Out)

We have already seen and rejected many profiles in these categories:

❌ Sales‑only / quota‑driven hunters (enterprise sellers, SaaS AEs)

❌ Strategy or advisory‑only leaders without delivery/P&L ownership

❌ Delivery‑only leaders (PMO, infra, ops, program heads)

❌ Technologists or architects without commercial accountability

❌ “Client Partner” titles that did not include P&L delivery ownership

❌ Candidates unable to clearly articulate sustained account ownership