Jobs · Finance

VP Client Partner - Wealth Management Client Focus - NYC

Ladders · United States · 1 mo ago
RemoteRemoteFinance$230k–$260k/yrFull-time
For our client, we are seeking a VP Client Partner - Wealth Management Client Focus - NYC to join the team of a leader in the Business Services space. This role will drive growth across strategic banking accounts with a primary focus on Wealth Management relationships in the New York market. The VP Client Partner will build trusted executive partnerships, open new buying centers, and deepen the company’s footprint through consultative, solution-oriented selling. The position will work closely with account teams and domain specialists to shape client conversations around data, analytics, AI, and operational transformation. Location: Remote - US based candidates only, no visa sponsorship available Compensation: $230,000 – $260,000 annually Responsibilities Develop and execute growth plans within strategic banking accounts Establish new relationships with Wealth Management leaders and decision-makers Partner with account teams to increase the company's footprint Build trusted advisor relationships with executives in Wealth Management Leverage industry knowledge to access new buying centers Facilitate executive discussions on business growth and transformation Identify and qualify opportunities aligned with client priorities Shape client conversations focusing on data, analytics, AI, and operational transformation Develop business cases and proposals with domain teams Support opportunity pursuits with presentations and account planning Maintain understanding of Wealth Management trends and market dynamics Provide market intelligence and represent the company at industry events Qualifications 12+ years in Wealth Management, banking consulting, financial services, or banking technology/services Expertise in Analytics, Data, AI, or Operations in Wealth Management Strong network with senior executives in large U.S. banks Demonstrable success in opening new buying centers and growing existing accounts Proficient at influencing and selling to senior business stakeholders Deep understanding of technology-led transformation in banking Exceptional executive presence and relationship-building skills Bachelor's degree required; MBA or advanced degree preferred Must reside in the New York metropolitan area; willing to travel Benefits Flexible remote work arrangements with a requirement to reside in the NY Tristate Area for business travel Opportunity to engage with high-level executives in prominent banking institutions Access to a robust network within the Wealth Management sector Participation in shaping strategic growth within a leading organization Resources for professional development and continuous learning opportunities Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.

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