Sr. Client Partner – BFSI Full Time

Who We Are

• Movate is a human-centered technology and experience services company redefining business operations and customer engagements through technology-led delivery that drives superior business outcomes. With over 12,000 full-time “Movators” across 21 global locations—and a gig network spanning 60 countries—we bring speed, innovation, and adaptability to every engagement.

• We specialize in managed IT and customer support services, digital transformation, and AI-powered solutions built on five proprietary platforms. From digital infrastructure and engineering to CX, enterprise product services, and AI/data services, our award-winning, insights-driven approaches empower clients to transform and thrive.

• Our name—Movate—comes from a blend of Momentum + Innovate, reflecting our ethos of agile, creative problem-solving.

Role & Summary:

You’re eyeing the most resilient, fastest growing, and most awarded technology consulting services provider in the industry! With a strong growth rate and numerous recognitions under the belt, Movate is setting the stage for transformation and adapting for tomorrow.

The Senior Client Partner is a, client-focused role responsible for building and managing strategic relationships, driving revenue growth, and delivering value through technology solutions tailored to the complex needs of the client in the investment banking & private equity sector. This role needs a talented Client Partner with a passion for sales who understands clients’ business imperatives, needs, and challenges. The candidate must enjoy being a trusted partner to clients by proposing appropriate technology, process, and AI solutions, ensuring client success, and client satisfaction to drive revenue growth and continued expansion.

This role needs to be based locally in New York or New Jersey

Title : AVP/VP

Location : NY/NJ

Job Responsibilities:

Client Relationship Management:

• Build and maintain strong, long-lasting client relationships
• Serve as the primary point of contact for key client accounts
• Understand clients’ business objectives and challenges and provide strategic IT solutions

Sales & Business Development:

• Identify and pursue new business opportunities within existing client accounts
• Collaborate with sales teams to generate new leads and convert them into profitable business engagements
• Develop and present proposals and contracts to clients

Account Management:

• Oversee the delivery of Digital and IT services to ensure they meet client expectations and contractual obligations
• Monitor project progress and address any issues or concerns promptly
• Ensure timely and accurate invoicing and collection of payments

Strategic Planning:

• Work with clients to identify long-term Digital and IT needs and develop strategic plans to address them
• Provide insights and recommendations on emerging technologies and industry trends
• Assist clients in developing IT roadmaps and budgets

Collaboration:

• Collaborate with internal teams, including project managers, technical consultants, and support staff, to deliver high-quality IT solutions
• Facilitate communication between clients and technical teams to ensure alignment on project goals and deliverables

Performance Monitoring:

• Track and report on key performance indicators (KPIs) for client accounts
• Conduct regular client satisfaction surveys and feedback sessions
• Implement improvement plans based on client feedback and performance metrics

Negotiation and Conflict Resolution:

• Negotiate contract terms (Master Services Agreements and Statements of Work) and service level agreements (SLAs) with clients
• Resolve conflicts and disputes in a professional and timely manner

Preferred Skills & Qualification:

Experience with Private Equity & Financial Institutions as Clients:

• Proven experience (10+ years) in managing client relationships with Private Equity firms, asset managers, or large financial institutions.
• Strong understanding of how technology can solve specific pain points for these clients, such as improving deal flow, streamlining fund operations, optimizing portfolio management, and enhancing investor relations.

Technology Solutions for PE/Financial Services:

• Demonstrated expertise in selling and implementing technology solutions tailored to the financial services sector, especially for Private Equity clients.
• Familiarity with solutions for fund administration, investor portals, CRM systems for deal sourcing and tracking, and data analytics platforms that drive informed investment decisions.
• Experience positioning digital transformation initiatives that improve the client’s efficiency and provide a competitive edge.

Client Engagement at C-Level:

• Proven ability to engage with C-suite stakeholders, managing partners, and operational leaders at Private Equity firms and financial institutions.
• Experience in crafting technology strategies that align with their business goals, including operational optimization, scaling investment operations, and improving transparency and reporting for investors.

Proven Track Record in Account Growth:

• Demonstrated ability to grow strategic financial services accounts through technology services. Experience with building long-term relationships with Private Equity firms, identifying new service opportunities, and expanding the footprint across multiple areas like infrastructure, cloud services, data management, and cybersecurity.

Nice to have:

Regulatory & Compliance Awareness:

• Understanding of the regulatory landscape impacting Private Equity and financial institutions, including key compliance challenges such as SEC regulations, KYC (Know Your Customer), AML (Anti-Money Laundering), and global data privacy requirements (e.g., GDPR). Ability to position technology solutions as tools to enhance compliance and risk management.

Financial and Business Acumen:

• Understanding of financial services business models and investment processes within Private Equity firms. Ability to align technology offerings with the client’s business outcomes, driving measurable value through operational improvements, cost efficiencies, and enhanced returns.

EEO Statement: Movate provides equal opportunity in all of our employment practices to all qualified employees and applicants without regard race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), national origin, age, disability or genetic information and other characteristics that are protected by applicable law.

Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. This description reflects management’s assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned. Duties, responsibilities, and activities may change at any time with or without notice.