Company Overview and Culture
EXL (NASDAQ: EXLS) is a leading data analytics and digital operations and solutions company. We partner with clients using a data and AI-led approach to reinvent business models, drive better business outcomes and unlock growth with speed. EXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. We are headquartered in New York and have more than 55,000 employees spanning six continents. For more information, visit http://www.exlservice.com.
Job Title: Client Partner – Banking
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
At EXL, we go beyond the expected. With deep domain expertise in banking, analytics, digital, and operations, we partner with clients to deliver tangible business outcomes. Our approach is outcomes-first, powered by data and AI, and driven by an unwavering focus on excellence and innovation. Join us in shaping the future of financial services.
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.

Key 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

• 8–10 years of experience in banking or financial services, preferably in client-facing leadership roles.
• Prior or recent experience at a Big 4 consulting firm (e.g., Deloitte, EY, PwC, KPMG) or equivalent.
• 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.

Why EXL?

• Join a recognized leader in data, analytics, and AI for financial services.
• Work at the forefront of transformation, helping banks navigate the AI super cycle and digital disruption.
• Be part of a collaborative, high-performance culture that values innovation, agility, and client impact.
• Shape the future of Banking-as-a-Service, embedded finance, and intelligent operations.

EEO/Minorities/Females/Vets/Disabilities
To view our total rewards offered click here — > https://www.exlservice.com/us-careers-and-benefits
Base Salary Range Disclaimer: The base salary range represents the low and high end of the EXL base salary range for this position. Actual salaries will vary depending on factors including but not limited to: location and experience. The base salary range listed is just one component of EXL’s total compensation package for employees. Other rewards may include bonuses, as well as a Paid Time Off policy, and many region specific benefits.
Please also note that the data shared through the job application will be stored and processed by EXL in accordance with the EXL Privacy Policy.
Application & Interview Impersonation Warning – Purposely impersonating another individual when applying and / or participating in an interview in order to obtain employment with EXL Service Holdings, Inc. (the “Company”) for yourself or for the other individual is a crime. We have implemented measures to deter and to uncover such unlawful conduct. If the Company identifies such fraudulent conduct, it will result in, as applicable, the application being rejected, an offer (if made) being rescinded, or termination of employment as well as possible legal action against the impersonator(s).
EXL may use artificial intelligence to create insights on how your candidate information matches the requirements of the job for which you applied. While AI may be used in the recruiting process, all final decisions in the recruiting and hiring process will be taken by the recruiting and hiring teams after considering a candidate’s full profile. As a candidate, you can choose to opt out of this artificial intelligence screening process. Your decision to opt out will not negatively impact your opportunity for employment with EXL

• 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