EXL · 1 day ago
Data Management Lead – Banking & Capital Markets - Senior Assistant VP
San Francisco Bay Area
Full-time
Hybrid
Senior Level, Lead/Staff
$180K/yr - $210K/yr
10+ years expEXL is seeking a dynamic and experienced engagement leader to serve as the data leader in their Banking and Capital Markets practice. This role focuses on driving collaboration across internal teams and clients to deliver integrated solutions that create measurable business impact, while also managing client relationships and supporting revenue growth.
AnalyticsBankingOutsourcing
Hiring Manager
Linzie Robins
Responsibilities
Build and maintain strong relationships with key banking and capital markets clients. Act as the primary contact for strategic discussions, understanding client needs and identifying opportunities for value creation through consultative engagement
Lead development of tailored technical proposals in collaboration with cross-functional teams. Design innovative solutions in areas like data modernization , digital transformation , and fintech integration , ensuring proposals are practical, competitive, and aligned with best practices
Monitor account performance and drive growth through upsell and cross-sell opportunities. Achieve revenue targets by expanding service offerings and leveraging emerging technologies such as AI , cloud , and data platforms
Coordinate across advisory, technology, and operations teams to ensure seamless delivery. Promote collaboration, resolve interdependencies, and foster knowledge sharing for efficiency and innovation
Stay current on industry trends, regulatory changes, and competitive dynamics. Contribute to thought leadership through client presentations, webinars, and whitepapers
Mentor and guide junior team members, fostering a high-performance culture and building capabilities in client management and solution design
Qualification
Required
Minimum of 10+ years in banking, capital markets, or financial consulting, with at least 5 years in a leadership or client-facing role
Proven track record in managing multimillion-dollar accounts, driving revenue growth, and leading cross-functional teams
Strong expertise in technical design discussions and the ability to provide strategic consulting to enable large-scale engagements
Extensive experience in banking and capital markets, covering trading, risk management, regulatory compliance, and digital transformation
Strong technical foundation with exposure to fintech, data analytics, cloud platforms, and AI-driven solutions
Familiarity with modern technology ecosystems such as hyperscalers (AWS, Azure, GCP), Databricks, Snowflake, and emerging AI/ML tools
Ability to manage and lead technical delivery teams, ensuring successful execution of client engagements
Skilled in proposal development, technical workflow design, and driving large-scale implementations
Excellent communication and presentation skills, capable of translating complex concepts for diverse audiences
Proven ability to handle multiple engagements simultaneously, balancing priorities in a matrixed environment
Strong understanding of Enterprise Data Management (EDM) solutions and related tools, enabling informed client discussions
Adept at adapting methodologies to client needs to deliver value and maintain profitability
Experience in mentoring teams and conducting internal training programs
Ability to resolve conflicts effectively and maintain strong client relationships
Company
EXL
EXL is a provider of Transformation and Outsourcing services to Global 1000 companies in multiple industries
10001+ employees
H1B Sponsorship
EXL 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 (1)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$150MKey Investors
The Orogen GroupFTV Capital
2018-10-02Post Ipo Debt· $150M
2006-10-20IPO
2004-12-01Series Unknown
Leadership Team
Rohit Kapoor
Chairman & Chief Executive Officer
Brad Burdick
SVP, Insurance Domain Platforms
Recent News
MarketScreener
2025-12-24
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2025-12-24
2025-12-19
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