VP Client Partner – Wealth Management

EXL

VP expanding EXL’s Wealth Management relationships and revenue within strategic U.S. banking accounts.

Posted 9/8/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $230,000 - $260,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates deep expertise in Wealth Management, particularly in Analytics, Data, AI, and Operations, while effectively building relationships with senior executives and driving business growth through strategic account planning and market intelligence.

Highest-signal resume keywords

Wealth Management ExpertiseData Analytics ProficiencyAI Implementation ExperienceRelationship-Building SkillsStrategic Account Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth ManagementBanking ConsultingFinancial Services ConsultingData AnalyticsAIOperational TransformationBusiness Case DevelopmentMarket IntelligenceClient PresentationsOpportunity Qualification

Soft Skills

Executive PresenceRelationship-Building

Certifications & Qualifications

Bachelor's DegreeMBA or Advanced Degree Preferred

Industry Keywords

Banking TechnologyClient EventsExecutive BriefingsGrowth PlansBuying CentersMarket KnowledgeCompetitive DynamicsThought Leadership

About the role

Key responsibilities & impact

Develop and execute Wealth Management growth plans within existing strategic banking accounts
Establish relationships with Wealth Management business leaders and key decision-makers where EXL has limited current presence
Partner with existing account teams to expand EXL's footprint and increase wallet share
Build trusted advisor relationships with Wealth Management executives and business leaders
Leverage industry network and market knowledge to create access to new buying centers
Facilitate executive conversations around growth, risk, efficiency, and transformation priorities
Identify and qualify opportunities aligned to Wealth Management priorities
Shape client conversations around data, analytics, AI, and operational transformation
Partner with EXL domain and solution teams to develop business cases and proposals
Support opportunity pursuits through executive presentations, workshops, and strategic account planning
Maintain understanding of Wealth Management trends, competitive dynamics, and emerging technologies
Provide market intelligence and thought leadership to clients and internal stakeholders
Represent EXL at industry forums, client events, and executive briefings

Requirements

What you’ll need

12+ years of experience in Wealth Management, banking consulting, financial services consulting, or banking technology/services
Deep expertise in Wealth Management across Analytics, Data, AI, or Operations
Strong relationships with senior Wealth Management executives across large U.S. banks
Proven success opening new buying centers and expanding business within existing client accounts
Experience influencing and selling to senior business stakeholders
Strong understanding of data, analytics, AI, and technology-led transformation in banking
Exceptional executive presence and relationship-building skills
Bachelor's degree required
Based in the New York metropolitan area
Willingness to travel as required
MBA or advanced degree preferred

Benefits

Comp & perks

Annual bonus target
RSU eligibility
EXL benefits offering (details provided via the EXL US careers and benefits page)