Client Partner – Financial Services

About this role

Client Partner – Financial Services
Vertical Relevance | Business Development | 2026
Job Summary
The Client Partner (CP) is a strategic, quota-carrying role focused on growing Vertical Relevance’s business in financial services. You will find and close professional services engagements, build trusted relationships with business and technology leaders, and position Vertical Relevance as the partner of choice for AWS cloud and AI transformation. Our model is domain-led, agentic by design, and platform-backed: financial services advisory, agentic AI delivery, and AWS cloud and AI platform engineering.
This role requires a proven track record of selling professional services into financial services firms, including cloud services built on AWS. Vertical Relevance is an AWS Premier Tier Partner, and the CP sells across all seven of our AWS practice competencies, from platform foundations, security, and resiliency through application modernization, data, and AI. GenAI and agentic AI, delivered with AWS and our Anthropic partnership, are a growing part of the portfolio, and the CP should be able to hold a credible conversation about them.Our Seven AWS Competencies
The Client Partner is expected to understand each competency well enough to find the opportunity, frame the business case, and bring in the competency lead to shape the solution.

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Enterprise Program Governance / PMO: Program and engagement management, IT transformation, mergers and acquisitions, and integration offices for large cloud programs

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DevOps: DevOps platforms that deliver infrastructure and deployment pipelines through automation, including account, network, pipeline, and container foundations

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Security & Compliance: SecOps platforms that deliver security and compliance policies as code, including identity and control foundations, policy as code, and our Control Broker asset

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SRE & Resiliency: Monitoring, observability, and automated resiliency testing, including game days, chaos experiments, and performance testing for critical workloads

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App Modernization: Re-designing, re-factoring, and re-platforming applications to run AWS-native, including monolith-to-microservices and migration programs

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Data & Analytics: DataOps platforms for data ingestion, governance, and analytics, including lakehouse, data mesh, data marketplace, and catalog work

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AI: Designing, building, and tuning AI, GenAI, and agentic AI solutions on AWS (Amazon Bedrock, SageMaker) and with Anthropic Claude

Each competency is backed by 35+ AWS reusable solution accelerators (playbooks, blueprints, modules, and libraries) that shorten timelines and reduce risk. The CP uses these assets to differentiate Vertical Relevance in every pursuit.Key Responsibilities
Business Development

• Identify and close new professional services opportunities across banks, asset and wealth managers, insurers, and payments firms

• Build pipeline across all seven AWS competencies, and connect opportunities across them (for example, a migration that leads to security, resiliency, and data work)

• Use personal networks, AWS account teams, and internal relationships to generate qualified pipeline

• Run the pursuit from first meeting through executive briefings, assessments, proofs of value, and SOW

Direct Sales, AWS Partnership & Co-Sell (in priority order)

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1. Lead direct sales: Own and lead direct sales with financial services clients: originate opportunities, run the pursuit, build the relationship with the economic buyer, and close the SOW. Direct selling is the core of this role and the primary measure of success.

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2. Work the AWS partnership: Work closely with AWS account managers, partner development managers, and AWS field teams. Build joint account plans, use AWS funding and buying programs such as MAP, proof-of-concept funding, and AWS Marketplace, and position Vertical Relevance’s AWS Premier Tier status and competencies (Financial Services, Security, DevOps, Resilience, and GenAI).

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3. Co-sell with partners: Run co-sell motions with partners, including AWS ProServe engagements and staffing requests through the AWS partner delivery process, and joint pursuits with Anthropic and other technology partners.

GenAI & Agentic AI

• Identify where GenAI and agentic AI create value for clients, such as operations, reconciliation, vulnerability management, software engineering productivity, and client service

• Position our GenAI Center of Excellence, agentic reconciliation, and AI-driven vulnerability management (Mythos/Glasswing) offerings, delivered with AWS and Anthropic

• Address the questions financial services buyers ask about AI: model risk, data privacy, security, controls, and regulatory expectations

Client Relationship Management

• Build and maintain relationships with decision-makers at target accounts, including CIOs, CTOs, CISOs, Chief Data and AI Officers, and business line heads

• Position Vertical Relevance as a strategic partner for business and technology consulting

• Manage client relationships through the full sales cycle and into delivery

Collaboration & Strategy

• Work with delivery teams to build competitive proposals, estimates, and SOWs

• Build joint go-to-market plans with our technology partners, including AWS, Anthropic (Claude), and ServiceNow

• Bring in competency leads and solution architects at the right moment to shape solutions, demos, and proposals

• Drive account planning to expand within existing clients and win new logos

Sales Execution

• Manage multiple deal cycles at once while keeping pipeline and forecast data accurate in the CRM

• Meet or exceed quarterly sales quotas through strategic, outcome-based engagements

• Grow accounts through a steady series of follow-on SOWs and change requests, using each delivered engagement to open the next

• Restructure scope and pricing when a client’s budget or priorities shift, so the deal stays alive without giving up agreed principles

• Own the full commercial…