Client Business Unit (CBU) Leader - Financial Services

Company shown to members 🔒 · Remote · US only

US only15+ years requiredPublished 22 October 2026Looks fresh

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First recorded by Psst: 23 October 2026. Your first 3 jobs are free to apply to (the first right away, 2 more with your email). After that, the company and the apply link are for Psst members, from $4.99 for 7 days.

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The 20-second read

Experience
15+ years required
Where you can live
US only
Skills and tools
retention
Job type
Full-time

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Job details

Where you can work
United States
Employment type
Full-time
Advertised pay
Not stated by the employer
Experience
15+ years required
Employer publication date
22 October 2026
First recorded by Psst
23 October 2026
Last checked at the source
10 November 2026

About the job

The CBU Leader serves as a senior growth and delivery leader responsible for owning a multi-account portfolio of $50M+ in revenue, with full P&L accountability and a mandate to achieve hyper growth, strong profitability, and exceptional client value.

This is a true player-coach role: you will directly lead strategic accounts while also developing and enabling a team of Client Partners. You will shape C-suite relationships, create new opportunities, and elevate the company’s position as a trusted transformation partner across data, analytics, digital modernization, and emerging AI capabilities.

Portfolio focuses on Financial Services and Private Equity sectors.

The ideal candidate brings deep experience managing large client relationships, driving consulting-led growth, and delivering business value through data, analytics, and emerging AI capabilities.

Key Responsibilities

  • Own the full P&L for the Client Business Unit, ensuring sustained revenue growth, strong margin performance, and operational excellence.
  • Oversee and grow a $50M+ portfolio across multiple major accounts.
  • Develop and execute account growth strategies in collaboration with Client Partners, leveraging the company’s data, analytics, and AI offerings to expand client relationships
  • Drive client satisfaction and retention through proactive engagement, strategic advisory, and superior delivery performance
  • Drive new client acquisition in similar industry vertical domains (as existing accounts)
  • Hire, coach and mentor Client Partners, fostering a culture of growth, accountability, and collaboration across teams
  • Partner with the Solutions and Practices to design high-impact, data-driven solutions addressing clients’ evolving business challenges
  • Act as a trusted advisor to senior client executives, shaping transformation agendas and identifying opportunities for innovation and business value
  • Lead employee engagement and development within the CBU, promoting a high-performance, people-first culture
  • Shape and accelerate clients’ modernization, automation, and AI adoption initiatives.
  • 15+ years of progressive experience in client management, consulting leadership, or business growth roles within data, analytics, digital transformation, or technology services.
  • Proven record of managing and growing a $50M+ portfolio with full P&L accountability.
  • Demonstrated success scaling multi-million-dollar accounts and driving profitable expansion.
  • Strong familiarity with AI/ML, analytics, automation, agentic AI, and enterprise modernization initiatives.
  • Experience with Financial Services and Private Equity clients is highly desirable.
  • Executive presence with the ability to influence C-suite and Board-level stakeholders.
  • Strong commercial mindset with disciplined financial management.
  • Entrepreneurial, growth-oriented, and thrive in a fast-scaling environment.

The company is a high-growth, AI-forward company at the forefront of data science, analytics, technology, and agentic AI solutions. We partner with leading enterprises to transform business performance by combining consulting expertise, world-class talent, and scalable technology solutions. Our mission is to fuel bold visions and deliver measurable transformation through the seamless alignment of human expertise and artificial intelligence.

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