VP Client Partner - FinTech - San Francisco
At a glance
VP-level Account Executive role at Fa Ewjt Saasfaprod1. San Francisco · full-time · $180,000–$240,000 base.
growthroles summary, based on the employer's posting.
What you'll do
- Advise senior executives at fintech clients, including digital banks and consumer or SMB lenders
- Grow key accounts by finding new opportunities and leading conversations across AI, analytics, data and operations
- Turn banking challenges into technology-enabled transformation plans and solutions
- Bring architects, domain experts, delivery leads and innovation teams together to serve client needs
- Build executive roadmaps and contribute to thought leadership across financial services
What you bring
- Eight to ten years serving banking or financial services clients in a client-facing fintech or consulting role
- Experience with U.S. banking analytics, marketing, operations, risk and compliance
- A record of growing strategic client relationships and overseeing large transformation programs
- A bachelor's degree in business, finance, technology or a related area
Who this fits
This VP role suits a client-facing leader who can engage bank executives, connect business priorities with technology, and guide complex client programs. The role is based in San Francisco or remote, with the Bay Area or Silicon Valley preferred.
From the employer
Job Title: VP Client Partner - FinTech - San Francisco
Location: San Francisco, CA / Remote (Bay area / Silicon Valley area preferred)
Base Salary - $180k - $240k, plus annual bonus and RSU eligibility
Experience: 8–10 years with a fintech in a strategy/analytics role, Big 4 or Top 10 consulting firm managing and supporting Banking & Fintech accounts
Reports to: SVP - Head of Fintech Practice, Banking and Capital Markets
Why EXL?
- Join a recognized leader in data, analytics, and AI for financial services.
- Work at the forefront of transformation, helping banks navigate the AI super cycle and digital disruption.
- Be part of a collaborative, high-performance culture that values innovation, agility, and client impact.
- Shape the future of Banking-as-a-Service, embedded finance, and intelligent operations.
At EXL, we go beyond the expected. With deep domain expertise in banking, analytics, digital, and operations, we partner with clients to deliver tangible business outcomes. Our approach is outcomes-first, powered by data and AI, and driven by an unwavering focus on excellence and innovation. Join us in shaping the future of financial services.
Role Overview
We are seeking a dynamic and strategic Client Partner – Banking to lead and grow key client relationships within the U.S. financial services sector. Ideal candidates bring a Big 4 consulting background, top 10 strategy, data and analytics consulting firm or fintech techno-functional expertise, and a proven ability to engage with C-suite stakeholders at leading banks.
This is a pivotal role that blends relationship management, solution consulting, and strategic advisory to drive transformational growth across data, digital, operations, and AI-led initiatives.
The posted base salary range is the hiring base salary range for this role. Final offers are based on several factors, including: the candidate's skills and experience, internal pay equity, work location, market conditions for the role, and the specific scope and responsibilities of the position.
- Serve as the strategic advisor and trusted partner to senior executives (CMO, CIO, CFO, COO, CRO) at top fintechs (digital banks, consumer lenders, 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, tech-enabled solutions.
- Orchestrate cross-functional teams including solution architects, domain experts, delivery leads, and innovation teams to deliver high-impact outcomes.
- Maintain deep understanding of evolving banking trends—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.
- Prior or recent client facing experience at a leading fintech or Big 4 consulting firm or equivalent with 8–10 years of experience servicing banking or financial services clients.
- Strong exposure to U.S. banking analytics, marketing, operations, risk, and compliance, with a grasp of regulatory and digital transformation priorities.
- Ability to bridge technology and business strategy, ideally with experience in cloud, core banking platforms, intelligent automation, or AI/ML.
- Proven track record in 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 related field; MBA preferred.
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