Senior Client Partner BFSI (Banking, Insurance & Mortgage/Lending)

Role Overview

We are seeking a highly accomplished Senior Client Partner with 25+ years of experience in the BFSI industry, specifically across Banking, Insurance (B&I), and Mortgage & Lending (M&L) domains. The candidate will be responsible for driving strategic growth, managing executive client relationships, owning portfolio P&L, expanding existing accounts, acquiring new logos, leading large-scale digital transformation initiatives, and ensuring delivery excellence across the Midwest region.

This leadership role requires a strong industry network, deep domain expertise, proven delivery leadership, and a successful track record of building multi-million-dollar consulting and technology services portfolios.

Key Responsibilities

Strategic Client Leadership

• Build and maintain trusted relationships with C-suite executives and business leaders across Banking, Insurance, Mortgage, and Lending organizations.
• Act as a strategic advisor to clients on business transformation, operational excellence, and technology modernization initiatives.
• Establish executive governance models and drive long-term strategic partnerships.

Business Growth & Portfolio Expansion

• Own revenue, profitability, and growth targets for the assigned BFSI portfolio.
• Drive account mining, cross-sell, upsell, and wallet-share expansion initiatives.
• Lead new logo acquisition efforts across Banking, Insurance, and Mortgage/Lending sectors.
• Develop and execute account growth strategies aligned with business objectives.

P&L Ownership

• Manage overall portfolio financial performance, including revenue forecasting, profitability, margins, and resource utilization.
• Ensure sustainable account growth while maintaining delivery excellence and customer satisfaction.
• Drive regular business reviews and executive governance meetings.

Industry Consulting & Digital Transformation

• Advise clients on digital transformation and modernization initiatives across:
• Core Banking Transformation
• Mortgage Origination & Servicing
• Lending Modernization
• Insurance Platform Transformation
• Customer Experience Transformation
• Cloud, Data & Analytics
• AI and Intelligent Automation
• Collaborate with consulting, solutioning, and delivery teams to define transformation roadmaps and business outcomes.

Delivery Leadership

• Own executive oversight for strategic programs and large-scale engagements.
• Ensure successful delivery of complex transformation initiatives across global delivery teams.
• Drive delivery governance, operational excellence, quality assurance, and customer success.
• Manage delivery escalations, risks, dependencies, and stakeholder communications.
• Lead steering committee meetings and executive governance reviews.

Strategic Deal Pursuits

• Lead large and complex deal pursuits, contract negotiations, and commercial discussions.
• Sponsor strategic proposals, client presentations, and business cases.
• Partner with sales, presales, and delivery teams to create differentiated solutions and win strategies.

Required Skills & Expertise

Domain Expertise

• Banking & Financial Services
• Retail Banking
• Commercial Banking
• Corporate Banking
• Mortgage Origination
• Mortgage Servicing
• Lending Operations
• Consumer Lending
• Capital Markets
• Insurance (Life, Property & Casualty, Health)
• Regulatory Compliance & Risk Management

Business & Client Leadership

• Strategic Account Management
• Executive Stakeholder Management
• CXO Relationship Management
• P&L Ownership
• Revenue Growth & Profitability Management
• New Logo Acquisition
• Account Mining & Portfolio Expansion
• Business Development
• Enterprise Sales Leadership
• Large Deal Management
• Contract Negotiation & Commercial Management

Delivery & Operational Leadership

• Large Program & Portfolio Delivery Management
• Global Delivery Model Management
• End-to-End Delivery Governance
• Delivery Assurance & Quality Management
• Client Escalation Management
• Program Risk & Issue Management
• Resource and Capacity Planning
• Delivery Transformation & Optimization
• Managed Services Leadership
• Multi-vendor Delivery Management
• Customer Success & Retention
• Executive Governance & Steering Committee Management

Technology & Transformation

• Digital Transformation
• Cloud Transformation
• Data & Analytics
• Artificial Intelligence & Automation
• Platform Modernization
• Customer Experience Transformation
• Core Banking Transformation
• Mortgage Technology Platforms
• Lending Transformation
• Insurance Technology Platforms

Preferred Qualifications

• MBA or equivalent postgraduate degree.
• Experience with leading consulting and technology services organizations such as Accenture, Cognizant, Infosys, TCS, Wipro, Capgemini, HCLTech, LTIMindtree, PwC, Deloitte, EY, or KPMG.
• Strong network and relationships within BFSI organizations across the Midwest region.
• Proven experience managing portfolios exceeding USD 20M+ annually.
• Experience leading global delivery teams and large-scale transformation programs.

Key Success Metrics

• Portfolio Revenue Growth
• P&L Performance
• New Logo Wins
• Account Expansion and Wallet Share Growth
• Strategic Deal Closures
• Delivery Excellence
• Customer Satisfaction & Retention
• Executive Relationship Strength
• Digital Transformation Success
• Program Delivery Quality and Governance
• We are an Equal Opportunity Employer