VP Client Partner - FinTech - San Francisco

EXL•San Francisco, CA

About The Position

EXL is seeking a dynamic, strategic Client Partner to lead and grow key client relationships in the U.S. financial services sector, focusing on fintech clients such as digital banks, consumer lenders, and SMB lenders. The role combines relationship management, solution consulting, and strategic advisory to support transformation and growth across data, digital, operations, and AI-led initiatives. The Client Partner will serve as a trusted advisor to senior executives, identify account-growth opportunities, lead multi-tower solution discussions, and translate banking challenges into data-driven, technology-enabled solutions. They will coordinate cross-functional teams and stay informed about banking trends and regulatory priorities to shape client strategies and deliver business outcomes. The position is based in San Francisco, California, or remote, with the Bay Area or Silicon Valley preferred. The base salary range is $180,000–$240,000, plus annual bonus and eligibility for RSUs. Final offers depend on factors including skills, experience, work location, market conditions, internal pay equity, and the position's scope and responsibilities.

Requirements

Prior or recent client-facing experience at a leading fintech, Big 4 consulting firm, or equivalent.
8–10 years of experience servicing banking or financial services clients.
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 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 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 fintechs such as digital banks, consumer lenders, 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, translating 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 banking trends—including digital banking, FedNow, GenAI, operational risk, ESG, and compliance—and proactively shape client strategies.
Champion CXO-level engagement, design roadmaps, and support thought leadership initiatives within the Financial Services vertical.