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• Job Title: VP Client Partner - Wealth Management Client Industry Focus - New York
• Location: Remote but must reside in the NY Tristate Area (Travel to EXL offices and Client sites in NYC)
• Base Salary range - $230k to $260K plus annual bonus target and RSU eligibility
• To learn more about what we offer please visit us at https://www.exlservice.com/us-careers-and-benefits

EXL is seeking a senior Wealth Management executive to accelerate growth within its strategic banking accounts. This role will be responsible for establishing and expanding relationships with Wealth Management leaders at large U.S. banks where EXL has an established presence but limited penetration within Wealth Management.
The individual will leverage deep industry expertise and executive relationships to identify opportunities across Wealth Management. Working closely with account teams, solution leaders, and delivery teams, the role will help position EXL's Data, Analytics, AI, and Operations capabilities to address key Wealth Management priorities and drive incremental revenue growth.
This is a highly consultative, relationship-driven role focused on executive engagement, opportunity creation, account expansion, and long-term client partnership development.
Ideal Candidate Profile:
A current Top Tier Consulting Firm Client Partner who has past experience as a Wealth Management executive, senior banker, or industry sales leader with an established & maintained client network across Wealth Management organizations and a demonstrated track record of expanding strategic accounts, opening new executive relationships, and converting business priorities into consulting and transformation opportunities within those Wealth Management organizations.
Responsibilities
Wealth Management Account Expansion:

• 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.

Executive Relationship Development:

• 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.

Opportunity Origination & Solution Shaping:

• 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 compelling business cases and proposals.
• Support opportunity pursuits through executive presentations, workshops, and strategic account planning.

Market Leadership:

• Maintain deep 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.

Qualifications

• 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 space
• Strong relationships with senior Wealth Management executives across large U.S. banks.
• Proven success in 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.
• MBA or advanced degree preferred.
• Based in the New York metropolitan area.
• Willingness to travel as required.

The posted base salary range is the hiring base salary range for this role. Final offers are based on several factors, including: the candidate's skills and experience, internal pay equity, work location, market conditions for the role, and the specific scope and responsibilities of the position.
About Us
EXL (NASDAQ: EXLS) is a leading data analytics and digital operations and solutions company. We partner with clients using a data and AI-led approach to reinvent business models, drive better business outcomes and unlock growth with speed. EXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world's leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. We are headquartered in New York and have more than 54,000 employees spanning six continents. For more information, visit www.exlservice.com.
EXL never requires or asks for fees/payments or credit card or bank details during any phase of the recruitment or hiring process and has not authorized any agencies or partners to collect any fee or payment from prospective candidates. EXL will only extend a job offer after a candidate has gone through a formal interview process with members of EXL's Human Resources team, as well as our hiring managers.
About the Team
EXL is the indispensable partner for leading businesses in data-led industries such as insurance, banking and financial services, healthcare, retail and logistics. We bring a unique combination of data, advanced analytics, digital technology and industry expertise to help our clients turn data into insights, streamline operations, improve customer experience, and transform their business. Our partnerships with clients are built on a foundation of collaboration - and we've been chosen as a partner by nine of the top ten leading US insurance companies, nine of the top 20 global banks, and six of the top ten US health care payers. We function as one team to make your goals our goals, whether that's unlocking the value of generative AI or embedding analytics into workflows that reduce risk or power your growth. Clients choose EXL as their transformation partner for many reasons. Our geographic diversity make talent all over the world instantly accessible. Digital accelerators enable unmatched speed-to-value, letting you realize results fast. It's our people that truly set us apart, though, including the 1,500 data scientists we have dedicated to our generative AI practice. And our more than twenty years of experience in delivering business services, garnering stellar client references, and maintaining a solid balance sheet are reassuring to our C-suite clients. Find out for yourself why clients, employees, and analysts think we're some of the best in the business. Contact us to see how we can help you achieve your goals.