Executive Partner - Banking & Financial Services (Wealth Management & Investments) jobs in United States
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Gartner · 1 week ago

Executive Partner - Banking & Financial Services (Wealth Management & Investments)

Gartner is a leading research and advisory company that provides expert analysis and bold ideas to help enterprise leaders succeed. The Executive Partner role involves managing member relationships, leveraging expertise to create service solutions, and collaborating with Gartner’s Sales organization to ensure member engagement.

Business DevelopmentConsultingInformation Technology
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Manage a portfolio of 28+ member relationships within our Midsize Enterprise team
Leverage subject matter expertise as a former CIO to create service solutions for clients utilizing all ExP products
Define and deliver innovative solutions by assessing member Mission Critical Priorities (MCPs) and developing a customized service plan
Conduct a mix of on-site and virtual briefings, including workshops, research analyst visits, roundtables and webinars
Present or facilitate at ExP events where relevant
Build a strong partnership with Gartner’s Sales organization and collaborate with them to ensure member engagement and renewal of ExP business

Qualification

CIO experienceDigital TransformationBusiness DevelopmentWealth ManagementAIBIMLIT Operations ManagementSales experienceLeadershipCollaboration

Required

Consulting and/or CxO roles with 15+ years of progressive technology exposure (AI, BI, ML, Digital Transformation, Block Chain, Big Data, CLOUD, etc.)
Demonstrate exposure to large E2E transformative initiatives having led/co-led large critical programs
Extensive knowledge of a CIO's focus areas and an in-depth understanding of the IT industry (including Leadership, IT Operations Management, strategy and trends, use of metrics, etc.) and priorities such as the challenges of 'today's' CIO's and how Gartner ETS can make the difference
Demonstrable sales and/or business development experience with CXO level executives
Industry Preference: Wealth Management/Investments, Banking, Credit Unions etc

Benefits

Generous PTO
A 401k match up to $7,200 per year
The opportunity to purchase company stock at a discount
Market leading benefit programs

Company

Gartner provides fact-based consulting services, helping clients use and manage IT to enhance business performance.

H1B Sponsorship

Gartner 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 (51)
2024 (43)
2023 (60)
2022 (66)
2021 (96)
2020 (71)

Funding

Current Stage
Public Company
Total Funding
$800M
2025-11-13Post Ipo Debt· $800M
1993-10-15IPO

Leadership Team

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Eugene Hall
CEO
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Patrick Stakenas
Vice President, Team Manager - Tech CEO Go To Market
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Company data provided by crunchbase