VP Client Partner - Wealth Management Client Focus - NYC

Qualifications

• 12+ years of experience in Wealth Management, banking consulting, financial services consulting, or banking technology/services.
• Deep expertise in Wealth Management across Analytics, Data, AI or Operations space
• Strong relationships with senior Wealth Management executives across large U.S. banks.
• Proven success in opening new buying centers and expanding business within existing client accounts.
• Experience influencing and selling to senior business stakeholders.
• Strong understanding of data, analytics, AI, and technology-led transformation in banking.
• Exceptional executive presence and relationship-building skills.
• Bachelor's degree required.
• MBA or advanced degree preferred.
• Based in the New York metropolitan area.
• Willingness to travel as required.
• Note: The posted range is the hiring range for this role — a subset of the broader range available to employees over time — and reflects base salary across our national hiring scale. 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. The top of the range is reserved for candidates who notably exceed the requirements; the lower end applies to those with less experience or fewer preferred qualifications. For positions based in higher-cost zones (e.g., California, New York, New Jersey), actual compensation may exceed the posted range; your recruiter will share specifics during the process.