Client Partner - Financial Services
About The Position
Indicium AI is trusted by the world's leading enterprises to deliver AI into production at scale. We are a global, AI-native consultancy with deep expertise across Financial Services, Energy & Utilities, Healthcare & Life Sciences, Retail & CPG, and Manufacturing - guiding organisations from strategy through build to measurable business outcomes. With 600+ AI experts, 50+ enterprise clients, and five global locations, we work side-by-side with the world's leading AI partners - including Anthropic, Databricks, AWS, OpenAI, and Microsoft - to deliver modern AI with speed, clarity, and lasting impact. Indicium AI is seeking a growth-oriented, commercially driven Client Partner (CP) to lead our expansion within the Financial Services vertical, specifically targeting the Insurance and Asset & Wealth Management sectors. In this role, you will own the go-to-market strategy for your portfolio, credentialize Indicium AI’s cutting-edge Data and AI capabilities at the executive level, and aggressively drive a "land and expand" strategy. You are a strategic relationship builder and a commercial engine, but you also serve as the ultimate programmatic leader for your accounts. While day-to-day project execution is delegated to Consulting Directors, you maintain a strategic ear to the ground, serving as the executive escalation point, ensuring overall delivery excellence, and protecting the long-term health and growth of the client partnership.
Requirements
- 8+ years of experience in a professional services or technology consulting environment, with a demonstrable history of building a substantial book of business and driving net-new revenue within enterprise accounts.
- Deep, authoritative domain knowledge in Insurance (e.g., actuarial, claims, risk) and/or Asset & Wealth Management. (General banking experience is a plus, but specialized expertise in Insurance/Wealth is highly preferred).
- High-level fluency in positioning and selling data transformation, cloud data platforms (Databricks, Snowflake), and modern GenAI/LLM solutions. You do not need to write code, but you must be able to lead business-led AI strategy conversations.
- Proven experience acting as an executive sponsor or escalation point for complex technical programs. Ability to recognize delivery risks early and steer teams toward successful client outcomes.
- Superior communication, storytelling, and problem-solving skills, with the ability to confidently command a room of institutional financial leaders.
Responsibilities
- Drive the end-to-end "land and expand" lifecycle, actively building a book of business by opening new enterprise accounts and rapidly scaling existing relationships.
- Maintain ultimate executive accountability for the health, quality, and strategic direction of programs within your portfolio. Serve as the primary executive escalation point for client leadership when critical delivery or relationship challenges arise.
- Establish yourself as a trusted advisor to senior Financial Services executives (C-suite, VPs, and Business Leaders), leveraging deep industry insight to uncover business pain points and position high-impact solutions.
- Partner with the Sales team to credentialize Indicium AI. Orchestrate the high-level narrative—shaping deals, telling impactful stories about our AI/Data capabilities, and turning early executive conversations into concrete partner opportunities.
- Work closely with strategic alliance partners (such as Databricks, Snowflake, and Anthropic) to co-sell, identify failing competitor implementations, and position Indicium AI as the preferred recovery and scaling partner.
Benefits
- Competitive compensation and benefits
- Serious investment in your learning and career growth
- Supportive team that's genuinely in your corner
- Company events and gatherings that bring the global team together
- Opportunity to work on AI projects that actually transform the world's largest enterprises
- Opportunity to use cutting-edge AI tools and technologies every single day
- Opportunity to collaborate with global teams on high-impact, real-world solutions
- Join a fast-growing company where ambitious careers thrive
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
