Inizio Partners

Compensation

Full Description

• Title: Client Partner - Banking & Capital Markets (VP - West Coast) • Location: San Francisco, CA / Remote (Bay area / Silicon Valley area preferred) • Experience: 8-10 years with a Big 4 or Top 10 consulting firm managing and supporting Banking & Financial Services accounts • Reports to: Head of Client Success - Banking & Capital Markets • Compensation: $240k - $285k plus annual bonus and RSU's 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, 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. Responsibilities • Serve as the strategic advisor and trusted partner to senior executives (CIO, CFO, COO, CRO) at top U.S. banks. • 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. Qualifications • Prior or recent client facing experience at a Big 4 consulting firm or equivalent with 8-10 years of experience servicing banking or financial services clients. • Strong exposure to U.S. banking 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.