Client Partner- Banking

2 weeks ago


Canada ProEdge Services Full time

Client Engagement Manager Our client is seeking an experienced Client Engagement Manager with a strong background in IT services and proven expertise in the Banking and Financial Services domain. The ideal candidate will bring 10+ years of experience in client‑facing roles within BFSI, with a strong track record of managing large portfolios and P&L responsibility for accounts. This leader will nurture strategic client relationships, drive account growth, orchestrate delivery excellence, and enable digital transformation initiatives. Principal Accountabilities Client Relationship Management (25%) Act as the primary strategic partner for CXO‑level clients across global banking enterprises. Cultivate strategic and trusted advisor‑level relationships with client executives and senior stakeholders in the Banking & Financial Services domain. Build and maintain strong CXO‑level relationships (CIO, CTO, COO, Chief Risk Officer, Heads of Technology/Operations). Serve as the single point of accountability for client satisfaction and executive communication. Conduct quarterly business reviews (QBRs) with client stakeholders to review performance, share insights, and align roadmaps. Partner with clients to co‑create digital transformation journeys and innovation agendas. Manage client perceptions and ensure high satisfaction through regular feedback mechanisms and follow‑ups. Revenue Growth & P&L Ownership Own and manage a portfolio with direct responsibility for growing revenues and improving profitability with the aim of scaling. Develop annual account plans aligned with client budgets and IT spending forecasts. Identify and pursue revenue growth opportunities: new service areas, technology upgrades, managed services, consulting engagements, etc. Partner with sales/pre‑sales to close large transformational and annuity deals. Drive expansion into adjacent business units, geographies, and services within the client ecosystem. Regularly monitor and optimize P&L metrics: gross margins, EBITDA, revenue realization, etc. Define and track OKRs/KPIs across financial, delivery, and customer satisfaction dimensions. Digital / Product Core Transformation Advisory Lead the IT modernization efforts of banking clients by aligning solutions to their transformation goals and industry trends. Assess the client’s legacy environment and identify transformation levers such as: Core banking modernization Payments platform upgrades Data platform & analytics transformation Open Banking / Embedded Finance AI/ML in risk, fraud, and compliance Partner with domain consultants and architects to co‑create solution roadmaps and evangelize next‑gen technologies such as AI, cloud‑native platforms, API ecosystems, and RPA across client engagements. Create POVs, white papers, and transformation workshops that support executive decision‑making. Delivery Oversight & Governance Ensure consistent delivery excellence, risk management, and SLA adherence across all active engagements and programs. Set up engagement governance structures (Steering Committees, PMO, Risk Registers) with internal and client stakeholders. Drive structured program reviews, milestone tracking, and proactive risk management. Enable operational efficiency through delivery KPIs – on‑time delivery, defect leakage. Ensure all contractual obligations (SLAs, SOWs, timelines) are met or exceeded. Intervene in escalations and provide hands‑on leadership in issue resolution or customer support. Promote Agile/DevOps adoption where applicable for faster time‑to‑market. Cross‑functional Leadership & Collaboration Align and lead internal teams across business development, delivery, marketing, and domain functions to deliver value to the client. Build and lead a cross‑functional “virtual account team” spanning geographies and functions. Collaborate with delivery leaders to plan and manage resource allocation, talent needs, and utilization. Work closely with solution architects, SMEs, and marketing to shape innovative and tailored proposals. Coordinate RFP/RFI responses and oral presentations to CXOs. Foster collaboration across sales, delivery, finance, HR, and compliance teams to ensure holistic account health. Strategic Planning and Client Account Strategy Define and execute a long‑term strategic growth plan for the account, aligning with client vision and industry shifts. Lead annual account planning exercises to chart multi‑year growth goals and investment areas. Map client org structure, budget cycles, pain points, and decision‑making ecosystems. Develop SWOT analysis of the account and competitors to identify white spaces. Influence client IT roadmaps by leveraging market trends and benchmarks. Track emerging opportunities in transformations, cybersecurity, digital wallets, AI risk. Minimum Requirements for this Position Domain and Industry Knowledge Deep experience in Banking and Financial Services – ideally across Retail Banking, Payments, Commercial Lending, and/or Capital Markets. Understanding of BFSI regulatory environments (e.g., Basel III, PCI DSS, ISO 20022, AML/KYC). Knowledge of industry‑standard platforms: Temenos, Finastra, Oracle FLEXCUBE, FIS, Fiserv, or TCS BaNCS is a plus. Exposure to Payments solutions, products and understanding concepts of Payment Rails and models. Technical and Business Acumen Familiarity with enterprise IT services: digital transformation, core modernization, data engineering, AI/ML, cybersecurity, and cloud services. Strong appreciation for platform‑driven business models and evolving FinTech landscapes. Financial and commercial management skills – including pricing models, cost control, and margin improvement strategies. Leadership and Communication Proven leadership capabilities managing multi‑disciplinary, multi‑cultural teams. Exceptional executive presence with the ability to engage senior stakeholders (CIO, CTO, CDO, COO, etc.). Strong negotiation, influencing, and conflict resolution skills. Should be flexible travelling as per business needs. Seniority Level Director Employment Type Full‑time Job Function Project Management and Business Development Industries IT Services and IT Consulting Location and Compensation Toronto, Ontario, Canada – CA$125,000.00 – CA$175,000.00 (salary range) #J-18808-Ljbffr



  • (s): Canada : British Columbia : Kelowna Scotiabank Global Site Full time

    Requisition ID: 244446Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Client Relationship Manager (CRM) possesses a good understanding of financial products and services and focuses on delivering the full bank offering and driving primacy in relationships with our clients. They are responsible for...


  • (s): Canada : Ontario : Ottawa Scotiabank Global Site Full time

    Requisition ID: 244181Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Client Relationship Manager, Canadian Commercial Banking - Ottawa, OntarioPurpose Contributes to the overall success of Canadian Commercial Banking ensuring specific individual goals, plans, initiatives are executed/delivered in...


  • (s): Canada : Ontario : Windsor Scotiabank Global Site Full time

    Requisition ID: 244103Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Client Relationship Manager, Canadian Commercial Banking (18 month Contract) - Windsor, OntarioPurposeContributes to the overall success of Canadian Commercial Banking ensuring specific individual goals, plans, initiatives are...


  • (s): Canada : Saskatchewan : Saskatoon Scotiabank Global Site Full time

    Requisition ID: 245890Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.he Client Service Specialist (CSS) provides Relationship Managers with support needed to seamlessly service and support new and existing clients with their end-to-end banking service needs. Acting as the primary point of contact for our...


  • , BC, Canada BDC Full time

    A leading banking institution in Canada is seeking a Client Partner to focus on business development and empower Canadian entrepreneurs. This role involves building relationships with clients, understanding their challenges, and delivering tailored advisory solutions. Ideal candidates have a background in business development and consulting, with a strong...

  • Client Partner

    4 days ago


    , , Canada US Tech Solutions Full time

    Client Partner – IT Staffing and Services – BFSI Get AI-powered advice on this job and more exclusive features. This range is provided by US Tech Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $75,000.00/yr - $100,000.00/yr Additional compensation types Commission US Tech...


  • , , Canada Delve Full time

    As Delve's Client Partner, you will own client success across your MedTech focused portfolio. You will build and deepen trusted relationships, partner with our innovation teams, and stay accountable for delivering high-quality, profitable work. You will lead innovation programs, while supporting projects end-to-end, serving as a strategic advisor and clear...


  • , , Canada ProEdge Services Full time

    A leading IT services firm is looking for an experienced Client Engagement Manager to join their Toronto office. The ideal candidate will have over 10 years of experience in client-facing roles particularly within the Banking and Financial Services sector. The role involves significant responsibilities including managing P&L, cultivating high-level client...


  • , , Canada Zaelab Full time

    Get AI-powered advice on this job and more exclusive features. The Director of Client Strategy acts as the strategic lead across a portfolio of high-value accounts, reporting directly to the SVP of Client Experience. This role is responsible for shaping and driving strategic account plans, delivering exceptional consulting solutions, and ensuring the...


  • Canada BMO Financial Group Full time

    7275 rue Sherbrooke est Montreal Quebec,H1N 1E9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...