CGI · 1 day ago
Client Partner - Financial Services
Westlake, TX
Full-time
Onsite
Director/Executive
$158K/yr - $276K/yr
15+ years expCGI Group, Inc. is seeking an experienced Director Consulting Services (DCS) to lead strategic growth, client engagement, and delivery excellence across their Financial Services portfolio. This role combines business development, account management, and consulting oversight, requiring deep industry expertise and a proven track record of managing large portfolios and C suite relationships.
AnalyticsApplication Performance ManagementBusiness IntelligenceConsultingCyber SecurityFinanceInformation TechnologyTechnical Support
Responsibilities
Serve as a trusted advisor to C suite and senior business and technology executives across Wealth Management, Asset Management, and Capital Markets business domains
Lead strategic discussions on digital transformation, operating model modernization, cloud migration, data strategy, and regulatory change
Stay current on industry trends, including portfolio personalization, AI/ML driven advisory, digital client experience, and global regulatory frameworks (SEC, FINRA, MiFID II)
Represent CGI at industry events, client workshops, and thought leadership forums
Own growth strategy and execution for assigned accounts within Wealth, Asset Management, and Capital Markets
Identify and shape opportunities across portfolio accounting modernization, investment data platforms, advisor experience solutions, transfer agency modernization, regulatory/compliance programs, and AI/Data Engineering initiatives
Lead end to end proposal development, including solution design, pricing, resourcing, and contract negotiations
Consistently achieve or exceed revenue, margin, bookings, and new business development targets
Position CGI as a strategic IT and consulting partner to senior client stakeholders
Oversee delivery of consulting, digital transformation, and managed services engagements
Ensure alignment with CGI delivery methodologies, quality standards, and client expectations
Partner with local and global delivery teams to ensure on time, on budget, high quality outcomes
Manage forecasting, financial performance, risk mitigation, and continuous improvement initiatives
Mentor and develop consultants, project managers, business analysts, architects, and solution SMEs
Support recruiting efforts to expand CGI's Financial Services practice with top industry and consulting talent
Foster CGI's ownership culture, promoting collaboration, accountability, and innovation
Collaborate with national and global Delivery Centers and Financial Services leadership to refine go to market strategies and develop industry aligned offerings
Build and maintain partnerships with cloud providers, fintech's, and platform vendors
Contribute to thought leadership and industry insights through whitepapers, webinars, and client facing content
Own the account planning process, including budgeting, growth strategy, and long term portfolio development
Qualification
Required
15+ years of consulting, technology, and account leadership experience, with at least 5+ years in Wealth Management, Asset Management, or Capital Markets domain
8+ years of business development experience, pitching, presenting, and selling IT and consulting services to CXO level clients in Banking & Financial Services
Proven track record of business development and managing a P&L, with consistent success exceeding revenue, bookings, and margin targets
Experience selling large scale Cloud & Infrastructure services and broad IT services portfolios
Strong understanding of global delivery models, managed services, and strategic outsourcing
Demonstrated success managing large financial accounts or multi stream transformation programs
Strong financial acumen, including forecasting, margin optimization, and portfolio management
Exceptional communication, presentation, and negotiation skills with senior executives
Preferred
Wealth platforms (advisor workstation, planning tools, CRM, compliance)
Asset management front, middle, and back office platform experience
Investment accounting, fund administration, and data management
Trading systems, OMS/EMS, and portfolio management platforms
Benefits
Competitive compensation
Comprehensive insurance options
Matching contributions through the 401(k) plan and the share purchase plan
Paid time off for vacation, holidays, and sick time
Paid parental leave
Learning opportunities and tuition assistance
Wellness and Well-being programs
Company
CGI
CGI is an IT and business consulting services firm that offers consulting, cyber security, cloud, and IT services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.2B2025-03-12Post Ipo Debt· $650M
2024-09-03Post Ipo Debt· $550.87M
1998-10-06IPO
Leadership Team
François Boulanger
President and Chief Executive Officer at CGI
Raymond McMann
VP, Global Oil & Gas Industry
Recent News
2026-01-22
Digital Journal
2026-01-22
Company data provided by crunchbase