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Client Partner

2 weeks ago

Charlotte, North Carolina, United States ApTask Full time

About Client:
The client provides information technology (IT) services, including business outsourcing, infrastructure technology, and application services. The application service offered by the company includes application development, maintenance, and support. The markets served by the company are financial services and insurance, healthcare, manufacturing, government, transportation, communications, and consumer and retail industries.

Salary: $180-200K base
Job Description:

  • We are seeking a strategic, results-driven Client Partner - BFS with a proven track record of managing and growing large financial services accounts.
  • The ideal candidate will bring a consulting-led approach and experience in driving digital transformation, core banking modernization, data and AI initiatives, and customer experience programs within the Banking, Financial Services, and Insurance sectors.
  • The role demands a strong mix of relationship management, business acumen, and technology understanding—someone who can build executive-level partnerships, identify growth opportunities within existing clients, and orchestrate multi-million-dollar transformation programs in collaboration with global delivery and practice teams.

Key Responsibilities:
Account Growth & Expansion:

  • Lead revenue growth within existing BFSI clients by identifying white space and expanding across digital, cloud, data, and transformation offerings.

Client Engagement:

  • Build and nurture C-level relationships (CIOs, CTOs, COOs, CROs, CMOs) across banks, insurance, and financial institutions to position high-value transformation programs.

Consulting-led Solutioning:

  • Partner with internal consulting, domain, and delivery teams to co-create value-driven solutions in Core Banking & Insurance Platform Transformation, Payments Modernization, Cloud Migration, Data & AI, and Customer Experience.

Industry Expertise:

  • Stay current on BFSI trends such as open banking, real-time payments, regtech, AI-driven risk analytics, digital claims, and intelligent automation. Represent the company at key industry events and client forums.

Pipeline & Forecasting:

  • Own the account pipeline and opportunity management process—drive qualification, proposal development, pricing, and closure of strategic programs.

Strategic Relationship Management:

  • Serve as the trusted advisor to client executives, ensuring long-term alignment with their business priorities and driving sustained account growth.

Cross-Functional Collaboration:

  • Work closely with solution architects, practice heads, and delivery leadership to ensure seamless execution, client satisfaction, and measurable business outcomes.

Ideal Candidate Profile

  • 12+ years of experience in client relationship management, account growth, or business leadership roles within Banking, Financial Services, or Insurance sectors.
  • Proven success in managing large strategic accounts and driving multi-million-dollar P&L portfolios.
  • Deep understanding of BFSI transformation themes — including Core Platform Modernization, Payments, Risk & Compliance, Cloud, Data & AI/ML, and Digital Experience.
  • Strong consultative selling and executive relationship-building skills, with the ability to influence senior business and technology stakeholders.
  • Excellent communication, executive presence, and stakeholder management abilities.

About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at

Applicant Consent:
By submitting your application, you agree to ApTask's ) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at or Message frequency may vary. Msg & data rates may apply

About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at

Applicant Consent:
By submitting your application, you agree to ApTask's ) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at or Message frequency may vary. Msg & data rates may apply.