Skip to content

Open nowPosted 179 days ago

Client Partner - Financial Services

Indicium AI34 open roles

Pay
$230,000 – $350,000 a year
Where
New York
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowClient Partner - Financial ServicesIndicium AI · New York
  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Indicium AI's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.1% of postings close within 7 days. Measured by our own scanner across the market. Indicium AI postings stay open a median of 28 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: posted 179 days ago

Indicium AI median: 28 days open

The posting

Client Partner - Financial Services

About Indicium AI

Indicium AI is trusted by the world's leading enterprises to deliver AI into production at scale. We are a global, AI-native consultancy with deep expertise across Financial Services, Energy & Utilities, Healthcare & Life Sciences, Retail & CPG, and Manufacturing - guiding organisations from strategy through build to measurable business outcomes.

With 600+ AI experts, 50+ enterprise clients, and five global locations, we work side-by-side with the world's leading AI partners - including Anthropic, Databricks, AWS, OpenAI, and Microsoft - to deliver modern AI with speed, clarity, and lasting impact.

Role Overview

Indicium AI is seeking a growth-oriented, commercially driven Client Partner (CP) to lead our expansion within the Financial Services vertical, specifically targeting the Insurance and Asset & Wealth Management sectors.

In this role, you will own the go-to-market strategy for your portfolio, credentialize Indicium AI’s cutting-edge Data and AI capabilities at the executive level, and aggressively drive a "land and expand" strategy.

You are a strategic relationship builder and a commercial engine, but you also serve as the ultimate programmatic leader for your accounts. While day-to-day project execution is delegated to Consulting Directors, you maintain a strategic ear to the ground, serving as the executive escalation point, ensuring overall delivery excellence, and protecting the long-term health and growth of the client partnership.

Key Responsibilities

  • Commercial Account Growth: Drive the end-to-end "land and expand" lifecycle, actively building a book of business by opening new enterprise accounts and rapidly scaling existing relationships.
  • Programmatic & Delivery Oversight: Maintain ultimate executive accountability for the health, quality, and strategic direction of programs within your portfolio. Serve as the primary executive escalation point for client leadership when critical delivery or relationship challenges arise.
  • Executive Relationship Management: Establish yourself as a trusted advisor to senior Financial Services executives (C-suite, VPs, and Business Leaders), leveraging deep industry insight to uncover business pain points and position high-impact solutions.
  • Solution Shaping & Storytelling: Partner with the Sales team to credentialize Indicium AI. Orchestrate the high-level narrative—shaping deals, telling impactful stories about our AI/Data capabilities, and turning early executive conversations into concrete partner opportunities.
  • Alliance & Ecosystem Leveraging: Work closely with strategic alliance partners (such as Databricks, Snowflake, and Anthropic) to co-sell, identify failing competitor implementations, and position Indicium AI as the preferred recovery and scaling partner.

Required Experience & Qualifications

  • Proven Commercial Track Record: 8+ years of experience in a professional services or technology consulting environment, with a demonstrable history of building a substantial book of business and driving net-new revenue within enterprise accounts.
  • Deep Financial Services Expertise: Deep, authoritative domain knowledge in Insurance (e.g., actuarial, claims, risk) and/or Asset & Wealth Management. (General banking experience is a plus, but specialized expertise in Insurance/Wealth is highly preferred).
  • Advanced Tech Familiarity (Non-Technical Role): High-level fluency in positioning and selling data transformation, cloud data platforms (Databricks, Snowflake), and modern GenAI/LLM solutions. You do not need to write code, but you must be able to lead business-led AI strategy conversations.
  • Programmatic Delivery Acumen: Proven experience acting as an executive sponsor or escalation point for complex technical programs. Ability to recognize delivery risks early and steer teams toward successful client outcomes.
  • Elite Executive Presence: Superior communication, storytelling, and problem-solving skills, with the ability to confidently command a room of institutional financial leaders.

Why Indicium AI

  • Work on AI projects that actually transform the world's largest enterprises
  • Use cutting-edge AI tools and technologies every single day
  • Collaborate with global teams on high-impact, real-world solutions
  • Be backed by a supportive team that's genuinely in your corner
  • Benefit from serious investment in your learning and career growth
  • Earn competitive compensation and benefits
  • Enjoy company events and gatherings that bring the global team together
  • Join a fast-growing company where ambitious careers thrive

The anticipated base salary range for this role is $230,000 - $350,000. In addition to base pay, this position may be eligible for an annual discretionary bonus. An individual's final salary offer will be determined based on a variety of factors, including geographic location, experience, specialized skills, and qualifications. This compensation range is subject to updates or modifications at the company’s discretion

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Indicium AI's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.
  3. We apply on Indicium AI's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.
  4. Every reply, sorted

    Indicium AI's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.
  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

By hand5–10
With CV Rocket100
applications a day

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.