Inizio Partners
Client Partner - Banking & Capital Markets (VP, West Coast)
Inizio Partners, San Francisco, California, United States, 94199
Overview
Client Partner - Banking & Capital Markets (VP, West Coast) This range is provided by Inizio Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Compensation
Base pay range: $240,000.00/yr - $285,000.00/yr Additional compensation types: Annual Bonus and RSUs Location and eligibility
Location: San Francisco, CA / Remote (Bay area / Silicon Valley area preferred) Experience: 8-10 years with a Big 4 or Top 10 consulting firm managing and supporting Banking & Financial Services accounts Reports to: Head of Client Success - Banking & Capital Markets Employment type: Full-time Seniority level: Executive Industry focus: Banking, Capital Markets, IT Services and IT Consulting Role overview
We are seeking a dynamic and strategic
Client Partner Banking
to lead and grow key client relationships within the U.S. financial services sector. Ideal candidates bring a Big 4 consulting background, techno-functional expertise, and a proven ability to engage with C-suite stakeholders at leading banks. This role blends relationship management, solution consulting, and strategic advisory to drive transformational growth across data, digital, operations, and AI-led initiatives. Responsibilities
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. Qualifications
Prior or recent client-facing experience at a Big 4 or equivalent with 8-10 years in servicing banking or financial services clients. Strong exposure to U.S. banking operations, risk, and compliance, with grasp of regulatory and digital transformation priorities. Ability to bridge technology and business strategy, 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. Bachelors degree in Business, Finance, Technology, or related field; MBA preferred.
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Client Partner - Banking & Capital Markets (VP, West Coast) This range is provided by Inizio Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Compensation
Base pay range: $240,000.00/yr - $285,000.00/yr Additional compensation types: Annual Bonus and RSUs Location and eligibility
Location: San Francisco, CA / Remote (Bay area / Silicon Valley area preferred) Experience: 8-10 years with a Big 4 or Top 10 consulting firm managing and supporting Banking & Financial Services accounts Reports to: Head of Client Success - Banking & Capital Markets Employment type: Full-time Seniority level: Executive Industry focus: Banking, Capital Markets, IT Services and IT Consulting Role overview
We are seeking a dynamic and strategic
Client Partner Banking
to lead and grow key client relationships within the U.S. financial services sector. Ideal candidates bring a Big 4 consulting background, techno-functional expertise, and a proven ability to engage with C-suite stakeholders at leading banks. This role blends relationship management, solution consulting, and strategic advisory to drive transformational growth across data, digital, operations, and AI-led initiatives. Responsibilities
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. Qualifications
Prior or recent client-facing experience at a Big 4 or equivalent with 8-10 years in servicing banking or financial services clients. Strong exposure to U.S. banking operations, risk, and compliance, with grasp of regulatory and digital transformation priorities. Ability to bridge technology and business strategy, 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. Bachelors degree in Business, Finance, Technology, or related field; MBA preferred.
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