VP Client Partner - FinTech - San Francisco

EXL•San Francisco, CA

6h•$180,000 - $240,000•Remote

About The Position

EXL is seeking a dynamic, strategic Client Partner to lead and grow key client relationships within the U.S. financial services sector. The role combines relationship management, solution consulting, and strategic advisory to drive transformation and growth across data, digital, operations, and AI-led initiatives. The ideal candidate brings a background in Big 4 or top strategy, data, and analytics consulting, or fintech techno-functional expertise, and experience engaging C-suite stakeholders at leading financial institutions. The Client Partner serves as a trusted advisor to senior executives at fintechs such as digital banks and consumer and SMB lenders. They identify growth opportunities, lead multi-tower solution conversations, translate banking challenges into data-driven and technology-enabled solutions, and coordinate cross-functional teams to deliver outcomes. The role also involves staying current on banking trends and shaping client strategies, roadmaps, and thought leadership initiatives. The position is based in San Francisco, California, or remote, with a preference for candidates in the Bay Area or Silicon Valley. The base salary range is $180,000–$240,000, with annual bonus and RSU eligibility. Final offers depend on factors including skills and experience, internal pay equity, work location, market conditions, and the role's scope and responsibilities.

Requirements

8–10 years of experience servicing banking or financial services clients.
Prior or recent client-facing experience at a leading fintech, Big 4 consulting firm, or equivalent.
Strong exposure to U.S. banking analytics, marketing, operations, risk, and compliance, and an understanding of regulatory and digital transformation priorities.
Ability to bridge technology and business strategy.
Proven track record of building and growing strategic relationships and managing large transformation programs.
Strong communication, influencing, and stakeholder management skills, with a consultative selling approach.
Bachelor's degree in Business, Finance, Technology, or a related field.

Nice To Haves

Experience at a top 10 strategy, data, and analytics consulting firm.
Experience with cloud, core banking platforms, intelligent automation, or AI/ML.
MBA.

Responsibilities

Serve as a strategic advisor and trusted partner to senior executives, including CMOs, CIOs, CFOs, COOs, and CROs, at top fintechs such as digital banks and consumer and SMB lenders.
Drive account growth, identify white-space opportunities, and lead multi-tower solution conversations across AI, analytics, data, and operations.
Lead business transformation discussions and translate banking challenges into data-driven, technology-enabled solutions.
Orchestrate cross-functional teams, including solution architects, domain experts, delivery leads, and innovation teams, to deliver high-impact outcomes.
Maintain a deep understanding of evolving banking trends, including digital banking, FedNow, GenAI, operational risk, ESG, and compliance, and proactively shape client strategies.
Champion C-suite-level engagement, design roadmaps, and support thought leadership initiatives within the Financial Services vertical.