Client Partner - Wealth Management

Perficient is seeking an experienced Client Partner in New York City to lead and grow strategic relationships within the Wealth Management segment of Financial Services. The Client Partner serves as the CEO of the account, with end-to-end accountability for client strategy, executive relationships, growth, value creation, delivery stewardship, talent, and financial performance.

The ideal candidate has a proven track record as a Client Partner, Account Executive, Managing Director, or similar senior client leader with deep Wealth Management  experience, and can translate the client’s business, regulatory, and technology priorities into a differentiated go-to-market strategy that leverages the breadth of Perficient’s capabilities.

Key Responsibilities

Lead the Account as the CEO

Own the account’s strategy, growth, relationships, talent, delivery alignment, and financial performance, ensuring it becomes stronger, broader, more strategic, and more valuable each year. Establish a clear multi-year account ambition and growth strategy and mobilize the broader Perficient organization around achieving it.

Drive Account Strategy and Growth

Develop a client-specific go-to-market strategy grounded in the client’s business imperatives, technology priorities, and the evolving needs of the Wealth Management industry, and translate it into actionable growth plays aligned to Perficient’s offerings. Create demand rather than simply respond to it: open new executive relationships and buying centers, expand into new business units, geographies, and capability areas, and shape opportunities before they formally enter the market. Own performance against growth targets, including sales, revenue, pipeline, bookings, expansion, and forecast accuracy, and orchestrate major pursuits to expand Perficient’s share of wallet.

Own Executive Relationships and Governance

Build and sustain trusted relationships with senior business and technology executives, bringing insight, market perspective, and constructive challenge to executive conversations.

Maintain a strong point of view on the client’s industry, competitors, customers, technology landscape, and regulatory environment. Establish forward-looking executive governance, with regular strategic reviews focused on business priorities, value realization, relationship health, innovation, delivery performance, and future roadmap—not simply project status.

Create Client Value Through Outcome-Based Solutions

Connect Perficient’s work to measurable client outcomes, such as accelerating growth, improving customer, advisor, agent, merchant, or policyholder experiences, modernizing platforms, unlocking value from data, and reducing cost and complexity. Shape disruptive, AI-native, outcome-based propositions with Perficient service lines and ecosystem partners, including innovative commercial constructs tied to value realization, productivity, or other measurable results. Act as the primary orchestrator of Perficient capabilities—including AI and intelligent automation, data and analytics, cloud and platform modernization, digital experience, enterprise applications, and product engineering—with the business and technology fluency to mobilize the right expertise. Be recognized by the client as someone who brings new ideas and new economics to the table—not simply new services.

Operate the Business and Steward Delivery

Own the account’s financial health, including revenue, margin, pipeline, forecast, and investment decisions, balancing near-term performance with long-term value creation. Establish a rigorous operating cadence and proactively address risks to growth, profitability, delivery, client satisfaction, or executive relationships. While delivery leaders own day-to-day execution, maintain executive accountability for delivery quality, client satisfaction, and value realization across Perficient engagements.

Develop People and Build the Account Team

Build a high-performing account team with clear roles and accountability, coach emerging leaders, and develop succession depth. Foster a culture of client value, collaboration, innovation, commercial discipline, and growth.

The ideal candidate will have:

• Significant Wealth Management experience, with a strong understanding of its business models, customers, competitors, regulatory environment, and technology priorities.
• A proven track record as a Client Partner, Account Executive, Managing Director, or equivalent senior leader growing large, complex strategic accounts.
• Strong executive presence and an established ability to build trusted C-suite relationships, ideally including an executive network in the Financial Services market.
• Demonstrated success identifying whitespace, expanding into new buying centers, and creating demand rather than simply responding to existing opportunities.
• Strong commercial and financial acumen, with demonstrated ownership of sales, revenue, margin, pipeline, and forecasting.
• Experience creating AI-native, outcome-based solutions and nontraditional deal structures, including with ecosystem partners.
• Experience orchestrating multidisciplinary teams across service-line, industry, solution, and delivery leaders.
• A strong track record of developing people and building high-performing account teams.

Perficient full-time employees receive complete and competitive benefits. We offer a collaborative work environment, competitive compensation, generous work/life opportunities and an outstanding benefits package that includes paid time off plus holidays. In addition, all colleagues are eligible for a number of rewards and recognition programs including billable bonus opportunities. Encouraging a healthy work/life balance and providing our colleagues great benefits are just part of what makes Perficient a great place to work.

Perficient, Inc. proudly provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a protected veteran in accordance with applicable federal, state and local laws. Perficient, Inc. complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Perficient, Inc. expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, genetic information, disability, or covered veterans. Improper interference with the ability of Perficient, Inc. employees to perform their expected job duties is absolutely not tolerated.

Disability Accommodations:

Perficient is committed to providing a barrier-free employment process with reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, please contact us.

Applications will be accepted until the position is filled or the posting is removed.​ 

The salary range for this position takes into consideration a variety of factors, including but not limited to skill sets, level of experience, applicable office location, training, licensure and certifications, and other business and organizational needs. The new hire salary range displays the minimum and maximum salary targets for this position across all US locations, and the range has not been adjusted for any specific state differentials. It is not typical for a candidate to be hired at or near the top of the range for their role, and compensation decisions are dependent on the unique facts and circumstances regarding each candidate. A reasonable estimate of the current salary range for this position is $175,000 to $240,000. Please note that the salary range posted reflects the base salary only and does not include benefits or any potential variable compensation programs. Information regarding the benefits available for this position are in our benefits overview. 

Disclaimer:  The above statements are not intended to be a complete statement of job content, rather to act as a guide to the essential functions performed by the employee assigned to this classification.  Management retains the discretion to add or change the duties of the position at any time.