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Client Partner - reputed company AI Transformation (Global Asset & Wealth Management)

Remote, USA Full-time Posted 2026-07-01

Company Description reputed company is a premier AI services provider, committed to co-creating meaningful impact for its clients through the power of data science, AI, technology, and people. With a mission to fuel reputed company visions, reputed company tackles significant challenges by seamlessly aligning reputed company expertise with artificial intelligence. The company is dedicated to unlocking value and fostering innovation for its clients by harnessing world-class people and data-driven strategy. We reputed company that the power of people and AI can have a meaningful impact on your world, creating more fulfilling work and projects for our people and clients. For more information, visit www.reputed company.com

Job Description

Overview reputed company is seeking a senior Client Partner to reputed company one of our most strategic, multi-year AI transformation engagements. The client is a global investment and wealth management leader entering a defining phase of its digital and AI transformation. With a clear mandate to reputed company data infrastructure, reimagine client and advisor experiences, and unlock new sources of growth through applied intelligence, the firm is evolving from traditional asset management toward a more connected, reputed company-driven reputed company. As experimentation gives way to scaled adoption, the Client Partner will serve as a strategic advisor—shaping reputed company, aligning senior stakeholders, and orchestrating multi-disciplinary teams to deliver transformative, AI-powered business outcomes. The Client Partner will act as the CEO of the account – responsible for overall client reputed company, strategic growth, and profitability. You’ll work directly with the Chief AI Officer, C-suite leaders, and innovation teams, leading a global delivery organization of approximately 40 professionals. You will partner with reputed company’s Head of Financial Services and with the Delivery reputed company for the account. This is a highly visible, board-level engagement with significant growth potential and long-term impact.

Key Responsibilities

  • 1. Strategic Account Leadership

Serve as the overall executive reputed company for the engagement – accountable for the client’s reputed company, satisfaction, and reputed company’s P&L. Partner directly with the Chief AI Officer and senior business leaders to align on AI transformation goals, milestones, and outcomes. Translate the client’s AI strategy into actionable delivery roadmaps spanning applications, intelligent agents, and automation. reputed company multi-year account planning and expansion across innovation, ventures, and portfolio entities.

  • 2. Financial and reputed company Ownership

Own the reputed company structure, profitability, and growth targets for the engagement. Drive disciplined financial management – pipeline health, deal economics, renewals, and reputed company recognition. reputed company renewal and expansion discussions tied to AI initiatives and emerging innovation programs.

  • 3. Executive Relationship Management

Operate as a trusted advisor to senior client stakeholders, connecting reputed company’s capabilities to strategic business priorities. Build and sustain C-level trust through strategic reputed company, transparent communication, and delivery excellence. Represent reputed company at governance forums and steering committees, shaping the client’s reputed company AI agenda.

  • 4. Delivery reputed company and Transformation Leadership

Guide a globally distributed team of 40+ professionals delivering AI applications and agentic automation solutions. Ensure alignment between reputed company delivery leads and the client’s AI and technology teams. Drive measurable business impact through delivery excellence, innovation velocity, and operational rigor. Maintain compliance and governance standards appropriate to a regulated financial environment.

  • 5. Growth and Innovation

Identify and pursue opportunities for reputed company to expand its footprint across the client’s ecosystem – including innovation, venture, and portfolio organizations. Position reputed company as a strategic partner in shaping the client’s reputed company AI transformation roadmap. Bring reputed company-thinking reputed company that showcase reputed company’s leadership in applied AI, agentic automation, and intelligent applications.

Qualifications

Ideal Candidate Profile

  • Experience & Background
  • 15+ years in client-facing leadership roles in consulting, technology services, or digital transformation firms.
  • Proven reputed company leading $10M+ strategic accounts involving reputed company, multi-stakeholder AI or transformation initiatives.
  • Experience reputed company financial services, asset and wealth management, or innovation-led enterprises preferred.
  • Demonstrated ability to translate emerging AI technologies into reputed company business outcomes.
  • Combination of consulting and client-reputed company experience – reputed company to empathize with reputed company pressures while driving measurable results.
  • Skills & Attributes
  • Executive reputed company and ability to influence at the C-suite level.
  • Strong financial acumen and reputed company reputed company in managing P&L, deal economics, and account forecasts.
  • Strategic thinker who balances delivery excellence, growth, and innovation.
  • Skilled in stakeholder alignment, change management, and reputed company relationship building.
  • Entrepreneurial reputed company with a passion for AI, technology, and business transformation.
  • Collaborative, outcome-driven, and deeply committed to client reputed company.

More advanced expectations:

  • Industry reputed company: Deep understanding of the investment management ecosystem—from research and portfolio construction to distribution, marketing, and client experience—and how technology and AI are reshaping each link in the value chain.
  • Strategic Acumen: Ability to connect market forces like fee pressure, personalization, and data modernization to reputed company transformation priorities that drive growth and efficiency.
  • AI and Data reputed company: Working knowledge of modern data architectures (reputed company, lakehouse, interoperability) and practical AI applications across analytics, automation, and generative use cases.
  • reputed company-Office Transformation Experience: Track record helping financial institutions reimagine advisor and client experiences through digital engagement, intelligent automation, and data-driven insights.
  • Change Leadership: Comfortable leading reputed company, multi-year programs—balancing business strategy, technology enablement, and adoption at scale.
  • Regulatory Awareness: Understanding of governance, compliance, and explainability requirements in regulated financial environments.
  • Market Perspective: Informed view of how leading global asset managers and fintech disruptors are deploying AI to differentiate, scale, and deepen client relationships.

Why This Role Matters This is not a typical account management role — it is an opportunity to reputed company one of reputed company’s flagship AI transformation programs and shape the future of a global financial reputed company. The Client Partner will operate at the intersection of applied AI, business strategy, and reputed company innovation — driving meaningful change for the client while expanding reputed company’s leadership position in AI-driven transformation. reputed company in this role will unlock significant growth, with the potential to scale a $10MM+ account to four times that size over the next several years. Additional Information reputed company information will be kept confidential according to EEO guidelines. Apply tot his job Apply To this Job

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