InRhythm · 4 hours ago
Senior Client Partner - Wealth and Asset Management Digital Solutions
Dallas, TX
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expInRhythm is a leading modern product consultancy and digital innovation firm that partners with Fortune 50 enterprises to launch impactful digital products. They are seeking a Senior Client Partner for Wealth and Asset Management Digital Solutions, responsible for driving new sales, managing client relationships, and ensuring high-quality service delivery.
ConsultingInnovation ManagementProduct DesignSoftware
Responsibilities
Own your role and its development
Be proactive with account strategy, becoming innovative with hunting and farming activities
Build strong client relationships and establish trust with all key client contacts to mine new opportunities
Develop business and achieve revenue targets by growing the existing revenue base and farming out new business within multiple accounts, fully managing the sales pipeline
Ability to act as the lead and single point of contact for client relationships
Learn, absorb, and adapt quickly to ever-changing business priorities
Contribute new ideas and support the wider team
Build strong client relationships with executives and key decision-makers
Understand the needs of the client considering their business objectives and success metrics
Develop, own, implement, and manage SOWs
Establish clear and mutually agreed upon consultant matrix with the client; including fees, expectations on quality, and timescales
Ensure services are delivered at the agreed price, quality, and time
Extensive preparation for client meetings, including producing sales and marketing materials as needed
Manage the end-to-end sales process for all opportunities including initial client communication, on-site presentations, solutions roadmap, RFI response, multi-day client workshops, RFP submission, SOW crafting, negotiation, and deal signing
Qualification
Required
10+ years experience managing, retaining and growing Enterprise Financial Services accounts (Fortune 100) in a full cycle sales role with strong prospecting, qualifying, negotiation, and closing skills
Proven and current track record of retaining and growing an existing revenue stream of business of $3Mil+ with direct quotas
Skilled in Solution Discovery and Value Selling to enable sale of onshore engineering services
Must have success selling custom IT/Digital services and solutions in a services-only consulting company
You have a practical understanding of software engineering and are able to speak confidently about modern, tech-driven solutions like Web and App development, Mobile, and/or Cloud solutions
Deep wealth and asset management experience - prior exposure to clients in the wealth and asset management space is essential
Familiar with the nuances of financial institutions and how technology supports investment processes
Strong Executive presence - you must be able to hold your own in high-level conversations and have a track record of managing and creating relationships with C-suite executives, MDs and SVPs
You demonstrate a polished, professional demeanor and an ability to handle objections/ pushback gracefully
We want someone with strong hunting instincts - that is, you aren't purely account management oriented. You should be able to identify new opportunities, expand relationships and generate leads
A background in smaller or mid-level consulting firms is a plus, as you will need to wear multiple hats. Even if you've worked in larger companies, what's most important to us is that you're flexible, adaptable, and have a dynamic approach to solutions selling. In other words, you have an entrepreneurial streak, and are able to thrive in a fluid, start up environment
Highly organized leader and team player that is organized, persistent with a strong work ethic, adapts quickly, and independent
Proficiency in Salesforce required
Benefits
Comprehensive and customizable Medical, Dental, and Vision Plans
401(k) Matching
Paid Parental Leave
Scalable PTO
Reimbursements for personalized birthday experiences
Company
InRhythm
InRhythm is a technology consulting firm.
51-200 employees
H1B Sponsorship
InRhythm 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 (9)
2024 (13)
2023 (3)
2022 (14)
2021 (11)
2020 (11)
Funding
Current Stage
Growth StageLeadership Team
Gunjan Doshi
Founder, Executive Chairman
Company data provided by crunchbase