EXL

VP Client Partner – West Coast

EXL

full-time

Posted on:

Location Type: Hybrid

Location: San Francisco • California • United States

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Job Level

Lead

Tech Stack

Cloud

About the role

  • Serve as the strategic advisor and trusted partner to senior executives (CIO, CFO, COO, CRO) at top U.S. banks.
  • Drive account growth, identify white-space opportunities, and lead multi-tower solution conversations across AI, analytics, data, and operations.
  • Lead business transformation discussions, translating banking challenges into data-driven, tech-enabled solutions.
  • Orchestrate cross-functional teams including solution architects, domain experts, delivery leads, and innovation teams to deliver high-impact outcomes.
  • Maintain deep understanding of evolving banking trends—digital banking, FedNow, GenAI, operational risk, ESG, and compliance—and proactively shape client strategies.
  • Champion CXO-level engagement, design roadmaps, and support thought leadership initiatives within the Financial Services vertical.

Requirements

  • Prior or recent client facing experience at a Big 4 consulting firm or equivalent with 8–10 years of experience servicing banking or financial services clients.
  • Strong exposure to U.S. banking operations, risk, and compliance, with a grasp of regulatory and digital transformation priorities.
  • Ability to bridge technology and business strategy, ideally 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.
Benefits
  • Join a recognized leader in data, analytics, and AI for financial services.
  • Work at the forefront of transformation, helping banks navigate the AI super cycle and digital disruption.
  • Be part of a collaborative, high-performance culture that values innovation, agility, and client impact.
  • Shape the future of Banking-as-a-Service, embedded finance, and intelligent operations.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
AIanalyticsdata-driven solutionscloudcore banking platformsintelligent automationAI/MLbusiness transformationrisk managementcompliance
Soft Skills
communicationinfluencingstakeholder managementconsultative sellingrelationship buildingstrategic advisingcross-functional leadershipthought leadershipproblem-solvingteam orchestration
Certifications
Bachelor's degreeMBA