Motivus · 5 days ago
Client Partner BFSI
New Jersey, United States
Full-time
Onsite
Senior Level
5+ years expMotivus is redefining digital transformation by combining technology with a culture focused on innovation and impact. The Client Partner is responsible for deepening Financial Services client relationships and driving revenue expansion while advocating for client needs.
Information Technology & Services
Responsibilities
Lead end-to-end ownership of assigned Financial Services accounts
Grow revenue through account expansion, renewals, and multi-year agreements
Build trusted relationships with senior executives and key decision-makers
Drive adoption of technology solutions across digital, engineering, data, and cloud services
Identify demand early and convert it into structured opportunities
Maintain accurate forecasting, pipeline visibility, and account plans
Manage commercial negotiations, pricing discussions, and contractual structures
Advocate for client needs internally to support long-term growth
Qualification
Required
5–15 years of experience in Financial Services sales, client partnership, or account management
Mandatory prior experience working at Raymond James (any client-facing, sales, or relationship management role)
Strong understanding of wealth management, brokerage, or investment advisory operations
Experience within technology services or software-driven organizations
Demonstrated success in MSA expansion and long-term account growth
Strong relationship management and commercial execution skills
Benefits
Grow Your Career: Expand your expertise in data analytics, visualization, and cloud-based BI platforms.
Work on Emerging Tech: Leverage modern data platforms, Power BI, Databricks, and cloud analytics solutions.
Collaborative Environment: Work closely with cross-functional and global teams in a supportive environment.
Learning and Development: Access continuous learning opportunities to advance your career.
Client-Centric Impact: Deliver data-driven insights that directly support strategic decisions at Daikin Applied America.
Company
Motivus
Motivus is a provider of digital engineering, cloud, data and AI-enabled transformation services, dedicated to solving complex technology challenges that empower clients to achieve business growth, increase revenues and reduce costs.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase