Client Partner, Financial Services

Ember Group Consulting•Charlotte, NC

About The Position

Ember Group Consulting is seeking a Client Partner to lead its Financial Services portfolio. The role owns existing client relationships with banks, asset managers, insurers, and payments firms, develops them into multi-year partnerships, and is accountable for portfolio revenue and the quality of client work. Consultants serving the role’s clients report through the Client Partner. The Client Partner serves as a senior advisor to client executives; manages account plans, revenue budgets, and forecasts; expands engagements; and ensures delivery quality. The role also leads and develops consultants, shapes Financial Services offerings and go-to-market plans, anticipates talent needs, and contributes practical industry perspectives to client conversations and Ember’s insights and events. Charlotte, NC is the preferred location.

Requirements

  • 10+ years of management consulting experience in financial services, including significant experience as a partner, principal, or account lead.
  • Proven record of owning and growing client accounts against a revenue target.
  • Deep familiarity with how large financial institutions procure consulting, including procurement, vendor management, and supplier programs.
  • Working knowledge of the financial services regulatory landscape, including OCC, Federal Reserve, CFPB, SEC, FINRA, and state insurance regulators.
  • Experience leading consulting teams embedded at client sites.
  • Bachelor’s degree required.

Nice To Haves

  • Established network in the Charlotte banking community.
  • MBA, CPA, CFA, or FRM.

Responsibilities

  • Serve as a trusted senior advisor to executives across client accounts, including COO, CFO, CRO, CCO, and line-of-business leaders.
  • Own the annual revenue budget for the portfolio, build account plans, forecast accurately, and expand scope through new workstreams, MSAs, and preferred supplier status.
  • Own delivery excellence across engagements, set standards, review work, and resolve issues before they reach clients.
  • Lead consultants placed at client organizations; coach engagement principals and managers, staff appropriate talent, and drive utilization and retention.
  • Shape Financial Services offerings, including regulatory remediation, risk and compliance, finance transformation, AI governance, and operations.
  • Partner with leadership on pricing, rate cards, and go-to-market strategy.
  • Partner with the Talent team to anticipate recruiting needs, assess market and regulatory trends, and build the talent bench ahead of demand.
  • Provide clients with practical perspectives on changes in financial services and contribute to Ember’s insights, events, and executive conversations.
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