EXL · 5 days ago
Data Management Lead – Banking & Capital Markets - VP
NYC Metro Area
Full-time
Hybrid
Director/Executive
$200K/yr - $215K/yr
15+ years expEXL is seeking a dynamic and experienced Vice President to serve as the engagement lead in their Banking and Capital Markets practice. This strategic role focuses on fostering collaboration across internal teams and clients to deliver integrated solutions that drive business outcomes, while managing client relationships and ensuring account growth.
AnalyticsBankingOutsourcing
Hiring Manager
Linzie Robins
Responsibilities
Client Engagement and Relationship Management : Build and maintain strong, long-term relationships with key clients in banking and capital markets. Serve as the primary point of contact for strategic discussions, identifying client needs, pain points, and opportunities for value creation through proactive engagement and consultative advising
Technical Proposal Development : Lead the creation and delivery of comprehensive technical proposals tailored to client requirements. Collaborate with cross-functional teams (e.g., technology architects, risk analysts, and compliance experts) to design innovative solutions, including data modernization, digital transformation initiatives, fintech integrations, and capital optimization strategies. Ensure proposals are technically sound, competitively priced, and aligned with industry’s best practices
Account Growth Monitoring : Oversee the performance and expansion of assigned client accounts. Utilize data analytics and performance metrics to track key indicators such as client satisfaction, project delivery timelines, and service utilization. Identify trends, risks, and opportunities to inform strategic adjustments and ensure sustained account health
Revenue Growth and Target Achievement : Drive revenue expansion by identifying upsell and cross-sell opportunities, negotiating contracts, and implementing growth strategies. Achieve or exceed a 20% year-over-year (YOY) revenue increase for managed accounts through targeted initiatives, such as expanding service offerings, entering new market segments, or leveraging emerging technologies like AI and blockchain in capital markets
Leadership : Facilitate mechanisms between internal practices, including advisory, technology, and operations, to ensure cohesive delivery of client solutions. Coordinate with global teams to resolve interdependencies, mitigate silos, and promote knowledge sharing for enhanced efficiency and innovation
Market Intelligence and Thought Leadership : Stay abreast of industry trends, regulatory changes (e.g., GDPR; BCBS239; AML, KYC; Mifid II; Basel IV, ESG requirements), and competitive landscapes in banking and capital markets. Contribute to thought leadership through whitepapers, webinars, and client presentations to position the firm as a market leader
Team Mentoring and Development : Mentor junior team members and foster a collaborative culture. Provide guidance on client management, proposal crafting, and growth strategies to build a high-performing team
Qualification
Required
Minimum of 15+ years in banking, capital markets, or financial consulting, with at least 5 years in a leadership or client-facing role
Proven track record in managing multimillion-dollar accounts, driving revenue growth, and leading cross-functional teams
Strong expertise in technical design discussions and the ability to provide strategic consulting to enable large-scale engagements
Deep expertise in banking and capital markets operations, including trading, risk management, regulatory compliance, and digital transformation
Strong technical acumen in fintech, data analytics, cloud computing, and AI applications within financial services
Hands-on experience with modern technology ecosystems, including hyperscalers (AWS, Azure, GCP), Databricks, Snowflake, and advanced AI/ML platforms
Exceptional communication and presentation skills, with the ability to simplify complex technical concepts for non-technical stakeholders
Proficient in proposal development and designing technical workflows to support client engagements
Demonstrated capability to multitask and manage multiple complex engagements simultaneously, ensuring client satisfaction across all projects
Proven ability to lead and inspire technical delivery teams, ensuring seamless execution of complex projects for clients while maintaining quality, timelines, and strategic alignment
Analytical mindset with proven experience in performance metrics, forecasting, and achieving revenue targets
Ability to navigate a matrixed organization, managing multiple priorities and diverse stakeholders effectively
Comprehensive understanding of Enterprise Data Management (EDM) solutions, including the strengths and limitations of leading technologies/tools
Skilled in adapting methodologies to client needs to maximize value and profitability
Effective in formal and informal presentation settings, including one-on-one meetings, small and large groups, and executive-level discussions
Experienced in conducting internal training programs, tailoring content to the audience's level
Conflict resolution capability, managing internal and external challenges within accounts to maintain engagement success
Company
EXL
EXL is a provider of Transformation and Outsourcing services to Global 1000 companies in multiple industries
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$150MKey Investors
The Orogen GroupFTV Capital
2018-10-02Post Ipo Debt· $150M
2006-10-20IPO
2004-12-01Series Unknown
Leadership Team
Rohit Kapoor
Chairman & Chief Executive Officer
Brad Burdick
SVP, Insurance Domain Platforms
Recent News
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2025-12-24
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2025-12-24
2025-12-19
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