Financial Services Industry Client Partner jobs in United States
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UST HealthProof · 1 month ago

Financial Services Industry Client Partner

UST HealthProof is a mission-driven group that transforms lives through technology. As a Senior Client Partner, you will lead strategic client relationships and drive business growth within the Capital Markets domain, acting as a trusted advisor to C-suite executives and delivering technology-led transformation and digital innovation.

Hospital & Health Care

Responsibilities

Manage and grow key client accounts within the Capital Markets segment
Develop and execute strategic account plans aligned with client priorities
Drive business growth through IT and digital transformation initiatives
Partner with internal teams to deliver innovative, high-impact solutions
Provide industry insights on trading, risk, compliance, and digital trends
Manage strategic investment banking and asset management accounts
Drive AI-enabled trading, risk, and compliance analytics initiatives
Deliver data-driven digital transformation solutions
Leverage ML and automation to improve operational efficiency
Provide insights on fintech trends, predictive analytics, and AI strategy

Qualification

Capital MarketsClient EngagementDigital TransformationAIAutomationData AnalyticsStakeholder ManagementCommunication SkillsNegotiation Skills

Required

Bachelor's degree in Business, Finance, Economics, or Technology
At least 15 years of experience in client engagement, account management, or consulting roles within IT services (Capital market focus) or directly with capital market clients / investment banks
Proven experience managing large, multi-million-dollar accounts or portfolios in investment banking, asset management, or securities services
Strong understanding of front-to-back capital markets processes, including trading, order placement, underwriting, risk, compliance, clearing, and settlement etc
Exposure to digital transformation programs leveraging technologies like AI, cloud, data analytics and automation
Excellent communication, stakeholder management, and negotiation skills
Strong experience in the Capital Markets Domain with at least 15 years of experience in client relationship management, with a strong impact on revenue growth and strategic account development

Preferred

MBA or Master's degree

Benefits

Full-time, regular employees accrue a minimum of 10 days of paid vacation per year
Receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year)
10 paid holidays
Eligible for paid bereavement leave and jury duty
Eligible to participate in the Company’s 401(k) Retirement Plan with employer matching
Eligible for medical, dental, and vision insurance
Basic life insurance
Accidental death and disability insurance
Short- and long-term disability benefits
May purchase additional voluntary short-term disability benefits
Participate in a Health Savings Account (HSA)
Flexible Spending Account (FSA) for healthcare, dependent childcare, and/or commuting expenses as allowable under IRS guidelines
Receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year)
Eligible for medical, dental, and vision insurance

Company

UST HealthProof

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UST HealthProof offers risk adjustment, quality programs, and healthcare payer technology services. It is a sub-organization of UST.

Funding

Current Stage
Late Stage
Total Funding
unknown
2025-09-04Acquired

Leadership Team

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Kevin Adams
Chief Executive Officer
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Beth Maxwell
VP Product Delivery and Partnerships
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Company data provided by crunchbase