Managing Director Client Executive - Banking Job at NTT DATA (Minneapolis)

Client Executive Senior Director - Banking

We are currently seeking a Client Executive Senior Director - Banking - Charlott...

Location

United States , Charlotte

Salary:

176625.00 - 353000.00 USD / Year

NTT DATA

Expiration Date

Until further notice

Requirements

12+ years of IT Services or Consulting experience across infrastructure, cloud, applications, and security
8+ years of account leadership experience managing complex client engagements and financial performance
5+ years of domain expertise in the Banking or Financial Services industry
Strong executive presence and consultative selling skills with proven experience engaging C‑suite leaders
Knowledge of digital transformation strategies, including data modernization, cloud migration, and technology integration
MBA or prior work in consulting practice is a plus
Ability to travel 40–50% as needed

Job Responsibility

Serve as a strategic advisor and enterprise partner to banking clients, driving measurable business outcomes through IT and digital solutions
Lead account growth strategies, achieving revenue and profit targets through consultative engagement and relationship development
Manage multi‑million‑dollar portfolios, including forecasting, account planning, and full P&L ownership
Build and maintain senior‑level relationships across client organizations to understand evolving business and technological needs
Lead cross‑functional teams—including consultants, architects, and delivery experts—to design and deliver value‑based solutions
Use deep banking industry knowledge to drive conversations around modernization, innovation, operations, and customer experience
Collaborate with internal and external partners to develop tailored proposals and solution strategies
Apply industry best practices related to delivery governance, including scorecards, SLAs, KPIs, and performance metrics

What we offer

Medical, dental, and vision insurance
Flexible spending or health savings account
Life and AD&D insurance
Short- and long-term disability coverage
Paid time off
Employee assistance
Participation in a 401k program with company match
Additional voluntary or legally-required benefits

Fulltime

Client Director- Banking

Creates and leads strategies for high-impact/high-profile accounts that yield hi...

Location

United States , New York

Salary:

158400.00 - 243000.00 USD / Year

Microsoft Corporation

Expiration Date

Until further notice

Requirements

Bachelor's Degree AND 12+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education, technology) and/or driving digital transformation OR Master's Degree AND 11+ years experience working in an industry and/or driving digital transformation OR 15+ years experience in working in an industry and/or driving digital transformation OR equivalent experience
8+ years experience making recommendations to and/or collaborating with mid-to-senior level executives
10+ years experience closing large, complex agreements/deals

Job Responsibility

Creates and leads strategies for high-impact/high-profile accounts that yield high-volume sales and open new opportunities for both Microsoft and its partners
Proactively builds and expands strategic network of key internal and external partners and decision makers
Develops a broad and deep understanding of customers' industries and priorities to identify opportunities to drive optimizations and new digitalizations
Understands customer drivers of business and technology transformation and leverages deep knowledge of customer's business to engage internal teams to accelerate co-innovation and digital transformation
Cultivates, leverages, and manages a strategic set of relationships and uses Microsoft business-value sales strategies throughout multiple levels of the customer's organization
Leverages a strong knowledge of and experience with Microsoft's product landscape, solutions, and strategy to generate insights, provide thought leadership, and address customer's needs
Leads and coordinates a diverse and high-performing team and key stakeholders on plan execution and drives accountability to deliver on account plans and grow the account
Leads efforts to share Microsoft and partner strategies across other segments of the customer's account and ensures customer success in the acquisition, implementation, and consumption of Microsoft's and partner's services
Conducts ongoing executive mapping exercises to ensure alignment across key internal and external groups
Provides thought leadership and strategic co-innovation ideas, and challenges customers when appropriate

Fulltime

Client Executive Director

The Client Executive Director at NTT DATA will play a pivotal role in driving bu...

Location

United States , Plano

Salary:

146250.00 - 243750.00 USD / Year

NTT DATA

Expiration Date

Until further notice

Requirements

12+ years of IT Services or Consulting experience across infrastructure, cloud, applications, and security
7+ years of account leadership experience managing complex client engagements and financial performance
5+ years of domain expertise in the Banking or Financial Services industry
Strong executive presence and consultative selling skills with proven experience engaging C‑suite leaders
Knowledge of digital transformation strategies, including data modernization, cloud migration, and technology integration
MBA or prior work in consulting practice is a plus
Ability to travel 40–50% as needed

Job Responsibility

Serve as a strategic advisor and enterprise partner to banking clients, driving measurable business outcomes through IT and digital solutions
Lead account growth strategies, achieving revenue and profit targets through consultative engagement and relationship development
Manage multi‑million‑dollar portfolios, including forecasting, account planning, and full P&L ownership
Build and maintain senior‑level relationships across client organizations to understand evolving business and technological needs
Lead cross‑functional teams—including consultants, architects, and delivery experts—to design and deliver value‑based solutions
Use deep banking industry knowledge to drive conversations around modernization, innovation, operations, and customer experience
Collaborate with internal and external partners to develop tailored proposals and solution strategies
Apply industry best practices related to delivery governance, including scorecards, SLAs, KPIs, and performance metrics

What we offer

medical, dental, and vision insurance
flexible spending or health savings account
life and AD&D insurance
short- and long-term disability coverage
paid time off
employee assistance
participation in a 401k program with company match
additional voluntary or legally-required benefits

Fulltime

Managing Director, Head of Corporate Banking Mexico

The Head of Corporate Banking Mexico is a senior management-level position respo...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience covering clients
Significant banking experience
Strong product knowledge across Markets, Services, Investment Banking and Lending with demonstrated analytical ability
Strong communication skills
In-depth understanding of compliance issues, and global and local regulatory requirements
Experience in working with and within a matrix organization and cross-functional teams
Senior Credit Officer preferred
In-depth industry knowledge
Proven existing customer relationships across Mexico and Latin America
Proven track record of senior relationships

Job Responsibility

Responsible for the overall management of the client relationship team which helps provide a wide range of treasury and corporate finance solutions to our clients, including cash management, trade, vendor finance, FX, general credit, loans, debt capital markets, share repurchase, and interest rate and equity derivatives
Partner with Investment Banking to drive and execute episodic transactions and with key stakeholders, including Risk and Institutional Credit Management (ICM)to allocate capital prudently and in adherence with risk policies
Work in partnership with Mexico product heads under the Cluster and Banking Head leadership, as well as Global product partners and Industry Heads
Establish and meet revenue goals and other goals related to budget, risk management, and credit allocation in partnership with ICM and Risk
Responsible for own client coverage and yearly performance targets
Responsible for driving client account planning, product agnostic cross sell, client access, and effective capital allocation
Understand regional trends in order to identify growth opportunities, anticipate obstacles and communicate a forward-looking vision that is responsive to changes in the environment
Ensure client relationships and proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards
Credit senior in team with in-depth knowledge of credit policies and responsible for Credit decisions /approving credits. Fully accountable for credit spectrum including documentation, Target Market identification, audit, due diligence, and early problem recognition
Manage Customer Profitability (Revenue, Expense, CoC, EBIT, and NI) and ROTCE

Fulltime

Managing Director, Head of Mexico Financial Institutions

The Managing Director, Head of Mexico Financial Institutions is a senior managem...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

15+ years of relevant experience
Proven track record of deal origination in the Financial Institutions sector in Mexico
Experience in people management
In-depth experience advising clients on debt and capital management
Comprehensive understanding of the emerging Non-bank Financial Institutions (NBFI) and Fintech space in Mexico
In-depth understanding of global trends in the FI sector and proven ability to connect with global partners
Demonstrated ability to balance between internal management and external client responsibilities
Demonstrated understanding of compliance issues and regulatory requirements (global and local)
Proven leadership skills and intellectual capability to create momentum and a collective agenda across multiple products with a diverse population and competing priorities
Demonstrated intellectual grasp of the industry and ability to anticipate and lead the organizational response to future changes and translate ideas into executable plans

Job Responsibility

Develop and monitor a client driven franchise growth plan which is delivered through people and franchise management
Understand regional and emerging market trends to identify growth opportunities, anticipate obstacles and communicate a forward-looking mindset that is responsive to changes in the environment
Responsible for overall relationship management of clients and providing a wide range of treasury and corporate finance solutions, including cash management, trade, vendor finance, FX, general credit, loans, debt capital markets, share repurchase, and interest rate and equity derivatives
Drive client planning, product agnostic cross selling, client access, and effective capital allocation within the Institutional Client Groups (ICG) Coverage Banker proposition
Translate Citi's strategy into an effective and efficient Corporate Bank business plan and drive a strong balance between near-term and long-term priorities
Responsible for meeting revenue goals and other goals related to budget, risk management, and credit allocation in partnership with Global Capital Market (GCM) and Risk
Drive innovation, differentiation, speed to market and promote cross selling of products across the full ICG platform
Partner with Investment banking team to drive and execute episodic transactions and with key stakeholders, including Risk and GCM, to allocate capital prudently, appropriately and in adherence to all Citi risk policies
Ensure client relationships and proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards and anticipated future changes in the marketplace
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Fulltime

Managing Director CFO Advisory

Our team is working with a leading business advisory & investment banking firm l...

Location

United States , Chicago

Salary:

800000.00 - 1100000.00 USD / Year

Daley and Associates

Expiration Date

Until further notice

Requirements

Bachelor's degree from a top undergraduate program
15 plus years of progressive experience in financial consulting, strategic finance, audit, banking, or performance improvement, with exposure to middle-market companies
Experience leading finance and accounting functions and/or finance transformations
Expertise in creating and implementing analytical, data-driven solutions using modern tools and technologies (Power BI, Tableau, SQL, Python, etc.)
Experience recommending, selecting, or deploying ERP and financial technology tools (NetSuite, Sage Intacct, Dynamics, OneStream, FloQast, Adaptive, Kyriba, etc.)
Superior written and verbal communication skills, including executive-ready presentation and reporting skills

Job Responsibility

Lead full-lifecycle client engagements across strategic finance, data analytics, accounting advisory, finance transformation, finance function integration and separation, and interim financial leadership
Advise executives, private equity sponsors, lenders, and management teams on critical financial initiatives, including FP&A, budgeting, forecasting, scenario planning, and value creation strategies
Provide strategic and technical guidance on complex accounting standards such as ASC 606, ASC 842, and assist clients in transaction-related accounting and financial reporting matters
Lead clients through transformation and transaction scenarios (M&A, carveouts, operating model transformation, technology implementation, business sales/acquisitions)
Build, deploy, and maintain scalable processes, frameworks, methodologies, and analytical tools that yield step-function improvements for middle-market OCFO functions
Design, enhance, and integrate performance indicators, dashboards, and technology-driven visibility tools using analytics platforms (Power BI, Tableau, SQL, Python, etc.) across diverse datasets
Recommend and lead implementations of ERP, financial close, consolidation, and automation systems to improve efficiency, accuracy, and controls
Oversee and manage multiple concurrent workstreams and engagements, providing technical and business advisory, and interim management, as required
Provide coaching and mentorship to junior team members
Lead internal trainings and best practice sharing

What we offer

100% benefits
bonus
profit share

Fulltime

Managing Director CFO Advisory

Our team is working with a leading business advisory & investment banking firm l...

Location

United States , New York

Salary:

800000.00 - 1100000.00 USD / Year

Daley and Associates

Expiration Date

Until further notice

Requirements

Bachelor’s degree from a top undergraduate program
15 plus years of progressive experience in financial consulting, strategic finance, audit, banking, or performance improvement, with exposure to middle-market companies
Experience leading finance and accounting functions and/or finance transformations
Expertise in creating and implementing analytical, data-driven solutions using modern tools and technologies (Power BI, Tableau, SQL, Python, etc.)
Experience recommending, selecting, or deploying ERP and financial technology tools (NetSuite, Sage Intacct, Dynamics, OneStream, FloQast, Adaptive, Kyriba, etc.)
Superior written and verbal communication skills, including executive-ready presentation and reporting

Job Responsibility

Lead full-lifecycle client engagements across strategic finance, data analytics, accounting advisory, finance transformation, finance function integration and separation, and interim financial leadership
Advise executives, private equity sponsors, lenders, and management teams on critical financial initiatives, including FP&A, budgeting, forecasting, scenario planning, and value creation strategies
Provide strategic and technical guidance on complex accounting standards such as ASC 606, ASC 842, and assist clients in transaction-related accounting and financial reporting matters
Lead clients through transformation and transaction scenarios (M&A, carveouts, operating model transformation, technology implementation, business sales/acquisitions)
Build, deploy, and maintain scalable processes, frameworks, methodologies, and analytical tools that yield step-function improvements for middle-market OCFO functions
Design, enhance, and integrate performance indicators, dashboards, and technology-driven visibility tools using analytics platforms (Power BI, Tableau, SQL, Python, etc.) across diverse datasets
Recommend and lead implementations of ERP, financial close, consolidation, and automation systems to improve efficiency, accuracy, and controls
Oversee and manage multiple concurrent workstreams and engagements, providing technical and business advisory, and interim management, as required
Provide coaching and mentorship to junior team members
Lead internal trainings and best practice sharing

What we offer

100% benefits
bonus
profit share

Fulltime

Managing Director, CFO Services

We are currently seeking candidates for a Managing Director (CFO Services) posit...

Location

United States , West Palm Beach

Salary:

750000.00 - 1100000.00 USD / Year

Daley and Associates

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting, Finance, Economics, Business, or related field
15+ years of experience in consulting, strategic finance, investment banking, or performance improvement
Previous Investment Banking or Management Consulting experience required
Proven leadership experience managing complex client engagements and teams
Strong business development and relationship-building capabilities
Open to significant travel (domestic)
Experience working with middle-market and private equity-backed companies preferred
Exceptional executive presence and communication skills

Job Responsibility

Lead strategic finance, accounting advisory, finance transformation, and transaction-related engagements
Advise CEOs, CFOs, Boards, and private equity investors on complex financial and operational initiatives
Drive business development and client relationship management efforts
Mentor and develop consulting teams while helping build the practice
Lead finance transformation, ERP implementation, FP&A, and performance improvement initiatives

Fulltime

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Managing Director Client Executive - Banking

Job Description

Job Responsibility

Requirements

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What we offer

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