We are seeking a highly accomplished Financial Services Delivery Leader to lead strategic client engagements, drive delivery excellence, and expand key financial services accounts across North America. This role will be responsible for managing large-scale delivery portfolios, building executive client relationships, overseeing complex technology programs, and driving account growth within investment management, wealth management, capital markets, and broader financial services organizations.
Responsibilities:- Own and manage strategic financial services accounts with annual revenues ranging from approximately $15M-$30M.Build executive-level client relationships and serve as a trusted advisor.
- Lead complex technology delivery programs and ensure SLA adherence, scope management, and client satisfaction.
- Deliver customer-centric business outcomes leveraging AI, cloud and full-stack technologies across banking, capital markets, asset management and wealth management.
- Own P&L, gross margin and business growth, balancing delivery excellence, commercial performance and client value.
- Ensure predictable, on-time delivery, proactively manage scope and convert incremental requirements into additional client revenue.
- Manage delivery governance, financial performance, escalations, risks, and resource planning.
- Drive cross-sell, upsell, and account expansion opportunities.
- Lead geographically distributed teams across onshore, offshore, and nearshore models.
- Pivotal Experience & Expertise:
- Ideally 18-20 years of overall work experience
- Current Director or Associate Director within a technology services, engineering, consulting, or digital transformation organization.
- Experience owning and growing enterprise financial services accounts worth $15M-$20M annually.
- Background supporting Investment Management, Asset Management, Wealth Management, Capital Markets, Financial Advisory, Financial Risk, or Banking clients.
- Strong SOW-based delivery management experience.
- Demonstrated success managing delivery quality, SLAs, client escalations, operational governance, and overall client satisfaction.
- Proven commercial success driving account growth through cross-sell, upsell, renewals, and strategic account expansion initiatives.
- Strong understanding of technology delivery models and the ability to align technology solutions with business outcomes for financial services clients.
- Experience leveraging delivery frameworks, reusable assets, accelerators, and best practices to improve delivery efficiency and client value realization.
- Ability to effectively collaborate with solution, architecture, engineering, and sales teams throughout pursuit, transition, and delivery phases.
- Strong business and financial acumen with the ability to balance client expectations, delivery excellence, profitability, and growth objectives.
- Flexible and adaptable leader who embraces change, drives continuous improvement, and fosters a culture of innovation, accountability, and operational excellence.
- Strong analytical, problem-solving, and decision-making capabilities with demonstrated success resolving complex client and delivery challenges.
- Proven people leadership experience, including coaching, mentoring, performance management, succession planning, and development of high-performing teams.
- Maintains the highest levels of professionalism, integrity, confidentiality, and ethical business practices.
- Exceptional communication and relationship management skills, with the ability to influence and engage stakeholders ranging from individual contributors to executive leadership and C-suite clients.
- Demonstrated success leading global, cross-functional teams across onshore, offshore, and nearshore delivery models.
- Deep experience managing SOW-based engagements, contract commitments, delivery governance, resource planning, budgeting, forecasting, and financial performance.
