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VP Client Partner - FinTech - San Francisco

exl serviceMillbrae, CAManager L7
Overview: As VP Client Partner, you will lead strategic relationships with top fintechs and banks, shaping data-driven, AI-enabled transformations. You’ll drive account growth, set roadmaps with CXOs, and orchestrate cross-functional teams to deliver multi-tower solutions across AI, analytics, data, and operations. This role sits at the intersection of business strategy and technology, directly impacting how clients navigate digital disruption. Join a high-performance team that values innovation and client impact in shaping banking and fintech futures. Compensation / Benefits annual bonus RSU eligibility remote work work-from-home flexibility Bay Area/Silicon Valley proximity preferred
Responsibilities: Serve as strategic advisor to senior executives (CMO, CIO, CFO, COO, CRO) at leading fintechs Drive account growth and identify white-space opportunities Lead multi-tower solution conversations across AI, analytics, data, and operations Lead business transformation discussions translating banking challenges into data-driven solutions Orchestrate cross-functional teams to deliver high-impact outcomes Maintain deep understanding of evolving banking trends and proactively shape client strategies Champion CXO-level engagement, roadmaps, and thought leadership within Financial Services
Key requirements: 8–10 years of client-facing experience at a leading fintech, Big 4, or top strategy/data/analytics firm servicing banking or financial services clients Strong exposure to U.S. banking analytics, marketing, operations, risk, and compliance with regulatory and digital transformation priorities Ability to bridge technology and business strategy 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 communication influencing stakeholder management cloud core banking platforms intelligent automation
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Level

Manager L7

Location

Millbrae, CA

Occupation

Financial Managers

Industry

Other Management Consulting Services

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