Client Partner Financial Services

Position Description:

Position Summary
CGI is seeking an experienced Director Consulting Services (DCS) to lead strategic growth client engagement and delivery excellence across our Financial Services portfolio with a focus on Wealth Management Asset Management and Capital Markets. This role combines business development account management and consulting oversight requiring deep industry expertise and a proven track record of managing large portfolios and C suite relationships.

The DCS will be responsible for driving revenue growth shaping high value consulting and technology engagements and ensuring operational excellence across a diverse portfolio of top tier financial institutions.

This role is ideal for a seasoned leader with strong domain knowledge commercial acumen and the ability to influence senior executives while partnering with global delivery teams.

This role must be performed in Westlake TX.

Your future duties and responsibilities:

Client & Industry Leadership
-Serve as a trusted advisor to C suite and senior business and technology executives across Wealth Management Asset Management and Capital Markets business domains.
-Lead strategic discussions on digital transformation operating model modernization cloud migration data strategy and regulatory change.
-Stay current on industry trends including portfolio personalization AI/ML driven advisory digital client experience and global regulatory frameworks (SEC FINRA MiFID II).
-Represent CGI at industry events client workshops and thought leadership forums.
Business Development & Portfolio Growth
-Own growth strategy and execution for assigned accounts within Wealth Asset Management and Capital Markets.
-Identify and shape opportunities across portfolio accounting modernization investment data platforms advisor experience solutions transfer agency modernization regulatory/compliance programs and AI/Data Engineering initiatives.
-Lead end to end proposal development including solution design pricing resourcing and contract negotiations.
-Consistently achieve or exceed revenue margin bookings and new business development targets.
-Position CGI as a strategic IT and consulting partner to senior client stakeholders.
Engagement Delivery & Operational Excellence
-Oversee delivery of consulting digital transformation and managed services engagements.
-Ensure alignment with CGI delivery methodologies quality standards and client expectations.
-Partner with local and global delivery teams to ensure on time on budget high quality outcomes.
-Manage forecasting financial performance risk mitigation and continuous improvement initiatives.
Team Leadership & Development
-Mentor and develop consultants project managers business analysts architects and solution SMEs.
-Support recruiting efforts to expand CGIs Financial Services practice with top industry and consulting talent.
-Foster CGIs ownership culture promoting collaboration accountability and innovation.
Strategic Contributions to CGI
-Collaborate with national and global Delivery Centers and Financial Services leadership to refine go to market strategies and develop industry aligned offerings.
-Build and maintain partnerships with cloud providers fintechs and platform vendors.
-Contribute to thought leadership and industry insights through whitepapers webinars and client facing content.
-Own the account planning process including budgeting growth strategy and long term portfolio development.

Required qualifications to be successful in this role:

-15 years of consulting technology and account leadership experience with at least 5 years in Wealth Management Asset Management or Capital Markets domain.
-8 years of business development experience pitching presenting and selling IT and consulting services to CXO level clients in Banking & Financial Services.
-Proven track record of business development and managing a P&L with consistent success exceeding revenue bookings and margin targets.
-Experience selling large scale Cloud & Infrastructure services and broad IT services portfolios.
-Strong understanding of global delivery models managed services and strategic outsourcing.
-Demonstrated success managing large financial accounts or multi stream transformation programs.
-Strong financial acumen including forecasting margin optimization and portfolio management.
-Exceptional communication presentation and negotiation skills with senior executives.
Domain Expertise (Preferred)
-Wealth platforms (advisor workstation planning tools CRM compliance)
-Asset management front middle and back office platform experience
-Investment accounting fund administration and data management
-Trading systems OMS/EMS and portfolio management platforms

#LI-AL1

CGI is required by law in some jurisdictions to include a reasonable estimate of the compensation range for this role. The determination of this range includes various factors not limited to skill set level experience relevant training and licensure and certifications. To support the ability to reward for merit-based performance CGI typically does not hire individuals at or near the top of the range for their role. Compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for this role in the U.S. is $157800.00 - $276200.00.

CGIs benefits are offered to eligible professionals on their first day of employment to include:
. Competitive compensation
. Comprehensive insurance options
. Matching contributions through the 401(k) plan and the share purchase plan
. Paid time off for vacation holidays and sick time
. Paid parental leave
.Learning opportunities and tuition assistance
. Wellness and Well-being programs

Skills:

• Business Development
• Financial Services
• Wealth Management

What you can expect from us:

Together as owners lets turn meaningful insights into action.

Life at CGI is rooted in ownership teamwork respect and belonging. Here youll reach your full potential because

You are invited to be an owner from day 1 as we work together to bring our Dream to life. Thats why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our companys strategy and direction.

Your work creates value. Youll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas embrace new opportunities and benefit from expansive industry and technology expertise.

Youll shape your career by joining a company built to grow and last. Youll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.

Come join our teamone of the largest IT and business consulting services firms in the world.

Qualified applicants will receive consideration for employment without regard to their race ethnicity ancestry color sex religion creed age national origin citizenship status disability pregnancy medical condition military and veteran status marital status sexual orientation or perceived sexual orientation gender gender identity and gender expression familial status or responsibilities reproductive health decisions political affiliation genetic information height weight or any other legally protected status or characteristics to the extent required by applicable federal state and/or local laws where we do business.

CGI provides reasonable accommodations to qualified individuals with disabilities. If you need an accommodation to apply for a job in the U.S. please email the CGI U.S. Employment Compliance mailbox at . You will need to reference the Position ID of the position in which you are interested. Your message will be routed to the appropriate recruiter who will assist you. Please note this email address is only to be used for those individuals who need an accommodation to apply for a job. Emails for any other reason or those that do not include a Position ID will not be returned.

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All CGI offers of employment in the U.S. are contingent upon the ability to successfully complete a background investigation. Background investigation components can vary dependent upon specific assignment and/or level of US government security clearance held. Dependent upon role and/or federal government security clearance requirements and in accordance with applicable laws some background investigations may include a credit check. CGI will consider for employment qualified applicants with arrests and conviction records in accordance with all local regulations and ordinances.

CGI will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay or the pay of another employee or applicant. However employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information unless the disclosure is (a) in response to a formal complaint or charge (b) in furtherance of an investigation proceeding hearing or action including an investigation conducted by the employer or (c) consistent with CGIs legal duty to furnish information.