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EXL

Analyzes business data and runs outsourced operations

Vice President Client Partner - Fintech

Account ManagementPosted on Nov 11
Full-timeSan Francisco, CA, USA

About the Job

Requirements

  • Bring prior or recent client-facing experience at a leading fintech, Big 4 consulting firm, or equivalent, with 8–10 years of experience servicing banking or financial services clients.
  • Have strong exposure to U.S. banking analytics, marketing, operations, risk, and compliance, and understand regulatory and digital transformation priorities.
  • Bridge technology and business strategy, ideally with experience in cloud, core banking platforms, intelligent automation, or artificial intelligence and machine learning.
  • Have a proven track record building and growing strategic relationships and managing large transformation programs.
  • Have strong communication, influencing, and stakeholder management skills, with a consultative selling approach.
  • Have a bachelor's degree in Business, Finance, Technology, or a related field.

Responsibilities

  • Serve as the strategic advisor and trusted partner to senior executives at top fintechs, including digital banks, consumer lenders, and small- and medium-sized-business lenders.
  • Drive account growth, identify white-space opportunities, and lead multi-tower solution conversations across artificial intelligence, analytics, data, and operations.
  • Lead business transformation discussions, translating banking challenges into data-driven, technology-enabled solutions.
  • Orchestrate cross-functional teams, including solution architects, domain experts, delivery leads, and innovation teams, to deliver high-impact outcomes.
  • Maintain a deep understanding of evolving banking trends—including digital banking, FedNow, generative artificial intelligence, operational risk, environmental, social, and governance issues, and compliance—and proactively shape client strategies.
  • Champion C-suite-level engagement, design roadmaps, and support thought leadership initiatives within the Financial Services vertical.

Desired Qualifications

  • An MBA is preferred.

About the Company

EXL

Analyzes business data and runs outsourced operations

EXL analyzes business data and runs outsourced operations for insurers, healthcare payers, banks, retailers, and other large organizations. Its teams combine industry expertise with data engineering and AI to handle tasks such as claims processing, payment reviews, customer service, and finance within existing technology environments. The company also builds software, including LifePRO, which manages insurance policies, and EXLdata.ai, which connects fragmented data for use in AI systems. Clients pay for consulting projects, ongoing managed services, and software delivered through the cloud. EXL was founded in 1999 and is headquartered in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1999

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