Client Partner - Financial Services jobs in United States
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Slalom · 10 hours ago

Client Partner - Financial Services

Slalom is a business and technology consulting company seeking a Client Partner to expand their brand within the Financial Services sector in Boston. The role involves relationship development, oversight of client accounts, financial management, and leading new sales opportunities while ensuring high-quality deliverables and team engagement.

CollaborationConsultingIT ManagementManagement ConsultingProject Management
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Culture & Values
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H1B Sponsor Likelynote

Responsibilities

Provide oversight, direction setting and relationship development for a client account(s) within Financial Services in the New England area
Build and Maintain trust-based Relationships – Drive new connections and deepen relationships within the market and the client accounts
Industry Expertise – provide subject matter expertise to teams, clients and partners. Support development of our consultants with interest in focusing in Financial Services
Building our Capability – Focused on increasing brand recognition by attending various industry or functional meetings, forums, publications, sponsor/speaker at industry events and/or client workshops etc
Financial Management – overseeing the profit and loss of accounts in the Financial Services group, including the management of receivables
Sales Pipeline Management – generating and leading new sales opportunities for Slalom and responding to client RFP responses and service requests
Delivery and Quality Management – oversight of all work, deliverables being performed on accounts in the Financial Services group. Engaged on steering committees and with executives to drive expectation alignment across teams. Spending time with clients periodically conducting Customer Love conversations
People and Talent Management – providing guidance, supervision and coaching to the team members assigned to accounts in the Financial Services client group. Ensuring Slalom teams serving clients are engaged and excited about the work they are doing
Administration – ensuring the proper administrative controls are in place and adhered to on the account, including the management client charge codes, billing and internal administration

Qualification

Financial Services expertiseTeam managementRelationship buildingThought leadership developmentSales pipeline managementProject managementCoachingGuidanceCustomer engagementLeadership skills

Required

10+ years of knowledge and experience in the Financials Services, Capital Markets and/or Asset and Wealth Management industries
5-10 year's experience managing teams of 3+ resources through all lifecycles of a project
Excellent team builder and player, with a learner philosophy
Experience simultaneously managing multiple projects across multiple domains and/or clients
Experience developing and marketing thought leadership assets in the Financial Services industry
5-10 year's experience building relationships with executives and C-Suite leaders in the Financial Services industry
Experienced in building relationships with CXOs and business decision-makers
Experienced and adept at aligning teams to work toward a common goal; consistently demonstrates strong leadership skills

Benefits

Meaningful time off and paid holidays
Parental leave
401(k) with a match
A range of choices for highly subsidized health, dental, & vision coverage
Adoption and fertility assistance
Short/long-term disability
Yearly $350 reimbursement account for any well-being-related expenses
Discounted home, auto, and pet insurance

Company

Slalom Consulting is a business and technology consulting firm that designs and builds strategies and systems to help its clients

H1B Sponsorship

Slalom has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (191)
2024 (258)
2023 (250)
2022 (614)
2021 (254)
2020 (220)

Funding

Current Stage
Late Stage
Total Funding
$1.69M
2013-04-12Series Unknown· $1.69M

Leadership Team

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Brad Jackson
CEO
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John Tobin
Co-Founder and Executive President, EMEA & APAC
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Company data provided by crunchbase