Client Partner Financial Services

Job Description

We are seeking an experienced Junior Client Partner / Account Manager to be based onsite at a key client location in Tulsa, OK. This role will serve as the primary client-facing leader, responsible for delivery oversight, stakeholder management, escalation handling, and supporting growth within the account across IT services engagements in a Banking and Financial Services environment.

The ideal candidate will combine strong delivery governance, client management, and a developing commercial mindset, while working closely with internal delivery and leadership teams to align with banking business priorities, regulatory expectations, and transformation initiatives.

Key Responsibilities

· Own end-to-end engagement and delivery management for assigned IT services programs supporting banking platforms and business functions.

· Act as the primary point of contact for client stakeholders, including senior and executive levels (CIO, business heads, and risk/compliance teams).

· Establish and manage delivery governance, performance metrics, risks, and issue resolution, with awareness of regulatory, audit, and compliance requirements.

· Proactively manage and resolve escalations to ensure client satisfaction and continuity of services in business-critical banking environments.

· Build account intelligence by understanding banking business priorities, regulatory drivers, and technology landscape.

· Expand stakeholder coverage and strengthen relationships across business, IT, and control functions (risk, compliance, audit).

· Identify and support new opportunities within the account, including modernization, cost optimization, regulatory, and digital transformation initiatives.

· Contribute to demand shaping and opportunity creation by bringing industry insights, benchmarks, and banking-specific POVs.

· Support cross-sell and up-sell initiatives across services such as QE, data, cloud, and digital transformation.

· Partner with sales and internal leadership on account planning, proposals, and renewals aligned to banking client priorities and budget cycles.

Required Qualifications

· 12–15 years of experience in the IT services industry, with a strong focus on client-facing engagement or delivery management roles.

· 3-5 years of experience in account management or customer success within Banking and Financial Services.

· Experience working with enterprise banking customers and managing large, complex relationships.

· Good understanding of banking domain areas (e.g., payments, lending, core banking, digital channels) and regulatory environment.

· Exposure to account mining activities including:

o Account intelligence and stakeholder mapping in banking organizations

o Opportunity identification aligned to banking transformation and regulatory needs

o Relationship expansion across business, IT, and control functions

· Proven track record of managing large, complex client engagements in regulated environments.

· Experience collaborating and leading internal teams to resolve business issues and client requests.

· Strong interpersonal and negotiation skills, with the ability to engage across all levels including C-suite.

· Demonstrated ability to handle escalations in fast-paced, matrixed environments.

· Experience contributing to account growth, renewals, or opportunity development.

· Excellent communication, presentation, and stakeholder management skills.

Location Requirement

· Work onsite at the client location in Tulsa, OK