Client Partner, Financial Services Specialist

3 weeks ago


Los Angeles, California, United States Infosys Limited Digital Full time

Job Title: Client Partner, Financial Services Specialist

About the Role:

We are seeking a highly skilled Client Partner to join our Financial Services team. As a Client Partner, you will be responsible for leading client interfaces within assigned account scopes and collaborating with Senior Client Partners/Group Managers to build account plans for client management.

Key Responsibilities:

  • Client relationship management and business development: manage client relationships, build a portfolio up to $30-40M, own the opportunity management cycle: Prospect-Evaluate-Propose-Close
  • Client delivery assurance: collaborate with all delivery stakeholders involved to ensure fulfillment of all commitments to the client
  • Account planning and governance: Create the account plan including relationships required, opportunities to be pursued, price decisions, etc.
  • Provide client introductions, and customer context to internal teams. Navigate the account to identify varied kinds of deals; form and lead pursuit teams, recommend & defend the winning price, understand client drivers and competitor moves, interface with client on expectations, develop account plan, review and follow it.
  • Drive MSA / SOWs/payments (AR), resolve delivery escalations and complaints, and mentor IBU account team to demonstrate business value to the client.

About Infosys Financial Services:

Infosys Financial Services (FS) practice is a thriving macrocosm. Our IT solutions for financial services contribute to nearly one-third of the company's revenues. What has not changed after all these years, however, is the fact that at our core, we still intend to redefine the way banks use technology. Today, 'Digitization' is the name of the modern game and Infosys FS is at the forefront of this movement. The biggest trend defining the global financial services industry is digital disruption.

Required Qualifications:

  • Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education and 11+ years of experience, with strong sales/relationship management/account management experience
  • Significant business development and project management experience
  • Experience in the relevant industry/vertical
  • Track record of interacting and building relationships with CXO-level client contacts
  • Hands-on experience with proposal creation and leading proposal presentations
  • Strong leadership, interpersonal, communication, and presentation skills
  • Wide variety of IT and business consulting engagement experience

Preferred Qualifications:

  • Knowledge of industry-specific go-to-market solutions
  • Good understanding of industry-specific business issues and drivers
  • Global Delivery Model experience
  • Experience managing large multi-location consulting engagement teams
  • Track record as an Account Manager in a rapidly growing client relationship


  • Los Angeles, California, United States 49 Financial Full time

    We're seeking a talented Financial Services Specialist to join our team at 49 Financial. As a comprehensive financial planning firm, we're passionate about developing the next generation of leaders in the financial services industry.Our Financial Advisors work closely with clients, helping them navigate the expected and unexpected in life, and offer...


  • Los Angeles, California, United States BMO Financial Group Full time

    Job Summary:We are seeking a highly skilled Financial Services Specialist to join our team at BMO Financial Group. As a Financial Services Specialist, you will be responsible for providing financial and investment planning advice to clients, working collaboratively with other team members to deliver a comprehensive banking solution.Key...


  • Los Angeles, California, United States Specialist Direct Full time

    About Specialist DirectWe are a leading telehealth company specializing in organ transplant services. Our cloud-based diagnostic solutions have improved organ utilization and increased placements nationwide.The RoleAs our Client Support Manager, you will oversee our 24/7 Client Support team, ensuring seamless client interactions and efficient workflow...


  • Los Angeles, California, United States 49 Financial Full time

    At 49 Financial, we're passionate about developing the next generation of leaders in the financial services industry. Our comprehensive financial planning firm implements a collaborative, team-based model that allows new professionals to work alongside seasoned experts, gaining valuable experience and development. We work closely with our clients, helping...


  • Los Angeles, California, United States Bankers Life Full time

    Financial Services SpecialistAt Bankers Life, we're seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this opportunity.We provide...


  • Los Angeles, California, United States J & L Financial Services Full time

    Job OverviewAt J & L Financial Services, we are seeking a skilled Financial Representative to join our team. As a Financial Representative, you will play a key role in helping clients achieve their financial goals.Key Responsibilities: Provide exceptional customer service and communication skills Develop and maintain strong relationships with...


  • Los Angeles, California, United States J & L Financial Services Full time

    Job OverviewAt J & L Financial Services, we are seeking a skilled Financial Representative to join our team. As a Financial Representative, you will play a key role in driving growth and providing exceptional customer service to our clients.Key Responsibilities:Develop and maintain strong relationships with clients to understand their financial needs and...


  • Los Angeles, California, United States Northwestern Mutual Full time

    Unlock Your Financial PotentialAre you a detail-oriented individual with a passion for helping others achieve their financial goals? We're seeking a talented Financial Services Specialist to join our team at Northwestern Mutual.About the RoleAs a Financial Services Specialist, you will work closely with clients to understand their unique financial situations...


  • Los Angeles, California, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at BMO Financial Group. As a key member of our client relationship team, you will work closely with clients to understand their financial goals and develop personalized plans to achieve them.Key ResponsibilitiesProvide financial planning and investment advice to...


  • Los Angeles, California, United States 49 Financial Full time

    About 49 FinancialWe're a comprehensive financial planning firm with a passion for developing the next generation of leaders in the financial services industry. Our collaborative, team-based model allows our newest advisors to work alongside seasoned professionals, gaining valuable experience and development. We help our clients navigate life's complexities...


  • Los Angeles, California, United States 49 Financial Full time

    Job OverviewAt 49 Financial, we're dedicated to developing the next generation of leaders in the financial services industry. Our comprehensive financial planning firm operates through a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable experience and development.Key...


  • Los Angeles, California, United States META Full time

    Client Partner, AmazonMeta is seeking a seasoned Client Partner to join our Global Business Group. As a strategic relationship owner, you will build trust with top advertisers by mastering our platform and understanding their business needs. Your expertise will drive meaningful revenue growth, develop executive client influence, and lead long-term vision for...


  • Los Angeles, California, United States Global Financial Impact - Shannon Hunter Full time

    Job OpportunityWe are seeking highly motivated and competent individuals to join our team as Financial Professionals. This is a fully remote opportunity, ideal for those who want to add an extra stream of income to their resume or work from home.No prior experience is required, as we provide an extensive training program. Our goal is to find talented...


  • Los Angeles, California, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Advisor to join our team at BMO Financial Group. As a Financial Advisor, you will be responsible for providing financial and investment planning advice to clients, working collaboratively with other team members to deliver a comprehensive banking solution.Key ResponsibilitiesProvides...


  • Los Angeles, California, United States Cerity Partners Full time

    Client Service AssociateCerity Partners is seeking a highly skilled Client Service Associate to join our team in Mill Valley, CA. As a key member of our operations team, you will play a critical role in delivering exceptional client service and support to our advisors and clients.Key Responsibilities:Provide timely and accurate responses to client inquiries...


  • Los Angeles, California, United States Global Financial Impact - Marco Esquivel Full time

    Job DescriptionAt Global Financial Impact, we are seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key Responsibilities:Obtain and...


  • Los Angeles, California, United States Bank of America Full time

    Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals. As a Financial Center Client Service Representative, you will play a critical role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Process transactions accurately and efficiently in a fast-paced...


  • Los Angeles, California, United States CCG Business Solutions, LLC Full time

    Job Title: Client Service SpecialistCCG Business Solutions, LLC is seeking a highly skilled Client Service Specialist to join our team. As a key member of our support staff, you will provide exceptional administrative services to both internal and external clients.Key Responsibilities:Collaborate with other Client Service Specialists to achieve team goals...

  • Client Partner

    1 month ago


    Los Angeles, California, United States Capgemini Full time

    Job DescriptionAs a Client Partner at Capgemini, you will play a key role in managing mid-sized to large global or regional accounts, serving as a trusted advisor to clients and driving business growth.Key Responsibilities:Grow and lead a top strategic account within the Media & Entertainment IndustryDevelop profitable business from managed accounts,...

  • Senior Client Partner

    3 weeks ago


    Los Angeles, California, United States Infosys Limited Digital Full time

    Infosys Limited Digital is seeking a Senior Client Partner to lead client interfaces within assigned accounts, working with Group Managers to build account plans and manage client relationships based on those plans.The ideal candidate will handle a single account or part of a large account with a P&L of $50M+, responsible for client relationship management...