Blend · 2 months ago
Client Partner - Enterprise AI Transformation (Global Asset & Wealth Management)
San Mateo, CA
Full-time
Onsite
Senior Level, Lead/Staff
15+ years expBlend is a premier AI services provider focused on leveraging data science and technology to create impactful solutions for clients. The Client Partner will lead strategic AI transformation initiatives for a global investment and wealth management firm, ensuring client success and driving growth through innovative AI applications.
Business IntelligenceData GovernanceData IntegrationData ManagementData VisualizationDatabaseInformation TechnologyIntelligent SystemsIT InfrastructureProfessional Services
Responsibilities
Serve as the overall executive owner for the engagement – accountable for the client’s success, satisfaction, and Blend360’s P&L
Partner directly with the Chief AI Officer and senior business leaders to align on AI transformation goals, milestones, and outcomes
Translate the client’s AI strategy into actionable delivery roadmaps spanning applications, intelligent agents, and automation
Lead multi-year account planning and expansion across innovation, ventures, and portfolio entities
Own the commercial structure, profitability, and growth targets for the engagement
Drive disciplined financial management – pipeline health, deal economics, renewals, and revenue recognition
Lead renewal and expansion discussions tied to AI initiatives and emerging innovation programs
Operate as a trusted advisor to senior client stakeholders, connecting Blend360’s capabilities to strategic business priorities
Build and sustain C-level trust through strategic insight, transparent communication, and delivery excellence
Represent Blend360 at governance forums and steering committees, shaping the client’s enterprise AI agenda
Guide a globally distributed team of 40+ professionals delivering AI applications and agentic automation solutions
Ensure alignment between Blend360 delivery leads and the client’s AI and technology teams
Drive measurable business impact through delivery excellence, innovation velocity, and operational rigor
Maintain compliance and governance standards appropriate to a regulated financial environment
Identify and pursue opportunities for Blend360 to expand its footprint across the client’s ecosystem – including innovation, venture, and portfolio organizations
Position Blend360 as a strategic partner in shaping the client’s enterprise AI transformation roadmap
Bring forward-thinking ideas that showcase Blend360’s leadership in applied AI, agentic automation, and intelligent applications
Qualification
Required
15+ years in client-facing leadership roles in consulting, technology services, or digital transformation firms
Proven success leading $10M+ strategic accounts involving complex, multi-stakeholder AI or transformation initiatives
Experience within financial services, asset and wealth management, or innovation-led enterprises preferred
Demonstrated ability to translate emerging AI technologies into tangible business outcomes
Combination of consulting and client-side experience – able to empathize with enterprise pressures while driving measurable results
Executive presence and ability to influence at the C-suite level
Strong financial acumen and commercial fluency in managing P&L, deal economics, and account forecasts
Strategic thinker who balances delivery excellence, growth, and innovation
Skilled in stakeholder alignment, change management, and enterprise relationship building
Entrepreneurial mindset with a passion for AI, technology, and business transformation
Collaborative, outcome-driven, and deeply committed to client success
Deep understanding of the investment management ecosystem—from research and portfolio construction to distribution, marketing, and client experience—and how technology and AI are reshaping each link in the value chain
Ability to connect market forces like fee pressure, personalization, and data modernization to enterprise transformation priorities that drive growth and efficiency
Working knowledge of modern data architectures (cloud, lakehouse, interoperability) and practical AI applications across analytics, automation, and generative use cases
Track record helping financial institutions reimagine advisor and client experiences through digital engagement, intelligent automation, and data-driven insights
Comfortable leading complex, multi-year programs—balancing business strategy, technology enablement, and adoption at scale
Understanding of governance, compliance, and explainability requirements in regulated financial environments
Informed view of how leading global asset managers and fintech disruptors are deploying AI to differentiate, scale, and deepen client relationships
Company
Blend
Blend is a premier AI services provider, committed to co-creating meaningful impact for its clients through the power of data science, AI, technology, and people.
501-1000 employees
H1B Sponsorship
Blend has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (33)
2024 (30)
2023 (28)
2022 (32)
2021 (21)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$100MKey Investors
Recognize Partners
2022-08-09Private Equity· $100M
Leadership Team
Patrick Hennessy
Chief Executive Officer
Rob Fuller
Chief Solutions Officer
Recent News
PR Newswire
2025-12-05
Inside HPC & AI News | High-Performance Computing & Artificial Intelligence
2025-10-03
Company data provided by crunchbase