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About the Role

EXL is seeking a senior Wealth Management executive to accelerate growth within its strategic banking accounts. This role will establish and expand relationships with Wealth Management leaders at large U.S. banks where EXL has an established presence but limited penetration. The individual will leverage deep industry expertise and executive relationships to identify opportunities across Wealth Management, positioning EXL's Data, Analytics, AI, and Operations capabilities to address key priorities and drive revenue growth. This is a consultative, relationship-driven role focused on executive engagement, opportunity creation, account expansion, and long-term client partnership development.

Responsibilities

Develop and execute Wealth Management growth plans within existing strategic banking accounts.
Establish relationships with Wealth Management business leaders and key decision-makers where EXL has limited current presence.
Partner with existing account teams to expand EXL's footprint and increase wallet share.
Build trusted advisor relationships with Wealth Management executives and business leaders.
Leverage industry network and market knowledge to create access to new buying centers.
Facilitate executive conversations around growth, risk, efficiency, and transformation priorities.
Identify and qualify opportunities aligned to Wealth Management priorities.
Shape client conversations around data, analytics, AI, and operational transformation.
Partner with EXL domain and solution teams to develop compelling business cases and proposals.
Support opportunity pursuits through executive presentations, workshops, and strategic account planning.
Maintain deep understanding of Wealth Management trends, competitive dynamics, and emerging technologies.
Provide market intelligence and thought leadership to clients and internal stakeholders.
Represent EXL at industry forums, client events, and executive briefings.

Requirements

12+ years of experience in Wealth Management, banking consulting, financial services consulting, or banking technology/services.
Deep expertise in Wealth Management across Analytics, Data, AI or Operations space.
Strong relationships with senior Wealth Management executives across large U.S. banks.
Proven success in opening new buying centers and expanding business within existing client accounts.
Experience influencing and selling to senior business stakeholders.
Strong understanding of data, analytics, AI, and technology-led transformation in banking.
Exceptional executive presence and relationship-building skills.
Based in the New York metropolitan area.
Willingness to travel as required.

Skills

Wealth Management
Data Analytics
AI
Operations
Consulting
Banking
Financial Services
Executive Relationship Building
Sales
Business Development
Client Management
Strategic Account Planning
Market Intelligence
Thought Leadership

Location

Remote
New York Tristate Area

Work Type

Remote
Travel required

Experience Level

Senior Executive
12+ years experience

Education Level

Bachelor's degree required
MBA or advanced degree preferred

Salary/Compensations

$230k to $260K base salary
Annual bonus target
RSU eligibility

Benefits

Annual bonus target
RSU eligibility

About the Company

EXL (NASDAQ: EXLS) is a leading data analytics and digital operations and solutions company.
Partners with clients using a data and AI-led approach to reinvent business models, drive better business outcomes and unlock growth with speed.
Harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media and retail.
Founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect.
Headquartered in New York and has more than 54,000 employees spanning six continents.
EXL is the indispensable partner for leading businesses in data-led industries such as insurance, banking and financial services, healthcare, retail and logistics.
Brings a unique combination of data, advanced analytics, digital technology and industry expertise to help clients turn data into insights, streamline operations, improve customer experience, and transform their business.
Partnerships are built on a foundation of collaboration.
Chosen as a partner by nine of the top ten leading US insurance companies, nine of the top 20 global banks, and six of the top ten US health care payers.
Functions as one team to make client goals their goals, whether that’s unlocking the value of generative AI or embedding analytics into workflows that reduce risk or power growth.
Clients choose EXL as their transformation partner for many reasons.
Geographic diversity makes talent all over the world instantly accessible.
Digital accelerators enable unmatched speed-to-value.
More than twenty years of experience in delivering business services, garnering stellar client references, and maintaining a solid balance sheet are reassuring to C-suite clients.

Equal Opportunity

EXL never requires or asks for fees/payments or credit card or bank details during any phase of the recruitment or hiring process and has not authorized any agencies or partners to collect any fee or payment from prospective candidates.
EXL will only extend a job offer after a candidate has gone through a formal interview process with members of EXL’s Human Resources team, as well as our hiring managers.