Client Partner - Wealth Management

Perficient•New York, NY

18h•$175,000 - $240,000

About The Position

Perficient is seeking an experienced Client Partner in New York City to lead and grow strategic relationships in the Wealth Management segment of Financial Services. The Client Partner serves as the CEO of the account, with end-to-end accountability for client strategy, executive relationships, growth, value creation, delivery stewardship, talent, and financial performance. The role translates client business, regulatory, and technology priorities into a differentiated go-to-market strategy leveraging Perficient’s capabilities. It includes establishing a multi-year account ambition, expanding relationships and buying centers, shaping opportunities, owning account growth and financial targets, and creating measurable client outcomes through outcome-based solutions. The Client Partner serves as the primary orchestrator of Perficient capabilities and ecosystem partners, maintains executive accountability for delivery quality and client satisfaction, and builds a high-performing account team. Perficient is a global AI and technology consulting firm with more than 7,000 advisors, engineers, and designers. The position is full-time and offers a stated base salary range of $175,000 to $240,000 across U.S. locations; the range does not include benefits or potential variable compensation.

Requirements

Significant Wealth Management experience and strong understanding of its business models, customers, competitors, regulatory environment, and technology priorities.
Proven record as a Client Partner, Account Executive, Managing Director, or equivalent senior leader growing large, complex strategic accounts.
Strong executive presence and ability to build trusted C-suite relationships; an executive network in Financial Services is ideal.
Demonstrated success identifying whitespace, expanding into new buying centers, and creating demand.
Strong commercial and financial acumen, with demonstrated ownership of sales, revenue, margin, pipeline, and forecasting.
Experience creating AI-native, outcome-based solutions and nontraditional deal structures, including with ecosystem partners.
Experience orchestrating multidisciplinary teams across service-line, industry, solution, and delivery leaders.
Strong track record of developing people and building high-performing account teams.

Nice To Haves

An established executive network in the Financial Services market.

Responsibilities

Own the account’s strategy, growth, executive relationships, talent, delivery alignment, and financial performance.
Establish a multi-year account ambition and growth strategy, and mobilize Perficient around achieving it.
Develop a client-specific go-to-market strategy grounded in the client’s business imperatives, technology priorities, and Wealth Management industry needs.
Create demand by opening executive relationships and buying centers, expanding into business units, geographies, and capability areas, and shaping opportunities before they formally enter the market.
Own performance against sales, revenue, pipeline, bookings, expansion, and forecast-accuracy targets, and orchestrate major pursuits.
Build and sustain trusted relationships with senior business and technology executives, bringing insight, market perspective, and constructive challenge.
Maintain a strong point of view on the client’s industry, competitors, customers, technology landscape, and regulatory environment.
Establish executive governance and strategic reviews addressing business priorities, value realization, relationship health, innovation, delivery performance, and future roadmaps.
Connect Perficient’s work to measurable client outcomes, including growth, improved experiences, platform modernization, data value, and reduced cost and complexity.
Shape AI-native, outcome-based propositions with Perficient service lines and ecosystem partners, including commercial constructs tied to measurable results.
Orchestrate Perficient capabilities, including AI and intelligent automation, data and analytics, cloud and platform modernization, digital experience, enterprise applications, and product engineering.
Own account financial health, including revenue, margin, pipeline, forecast, and investment decisions.
Establish an operating cadence and proactively address risks to growth, profitability, delivery, client satisfaction, and executive relationships.
Maintain executive accountability for delivery quality, client satisfaction, and value realization across engagements.
Build a high-performing account team, coach emerging leaders, develop succession depth, and foster a culture of client value, collaboration, innovation, commercial discipline, and growth.