Data Management Lead – Banking & Capital Markets

Role Overview

• Build and maintain strong, long-term relationships with key clients in banking and capital markets.
• Serve as the primary point of contact for strategic discussions, identifying client needs, pain points, and opportunities for value creation through proactive engagement and consultative advising.
• Lead the creation and delivery of comprehensive technical proposals tailored to client requirements.
• Collaborate with cross-functional teams (e.g., technology architects, risk analysts, and compliance experts) to design innovative solutions, including data modernization, digital transformation initiatives, fintech integrations, and capital optimization strategies.
• Ensure proposals are technically sound, competitively priced, and aligned with industry’s best practices.
• Oversee the performance and expansion of assigned client accounts.
• Utilize data analytics and performance metrics to track key indicators such as client satisfaction, project delivery timelines, and service utilization.
• Identify trends, risks, and opportunities to inform strategic adjustments and ensure sustained account health.
• Drive revenue expansion by identifying upsell and cross-sell opportunities, negotiating contracts, and implementing growth strategies.
• Achieve or exceed a 20% year-over-year (YOY) revenue increase for managed accounts through targeted initiatives, such as expanding service offerings, entering new market segments, or leveraging emerging technologies like AI and blockchain in capital markets.
• Facilitate mechanisms between internal practices, including advisory, technology, and operations, to ensure cohesive delivery of client solutions.
• Coordinate with global teams to resolve interdependencies, mitigate silos, and promote knowledge sharing for enhanced efficiency and innovation.
• Stay abreast of industry trends, regulatory changes (e.g., GDPR; BCBS239; AML, KYC; Mifid II; Basel IV, ESG requirements), and competitive landscapes in banking and capital markets.
• Contribute to thought leadership through whitepapers, webinars, and client presentations to position the firm as a market leader.
• Mentor junior team members and foster a collaborative culture. Provide guidance on client management, proposal crafting, and growth strategies to build a high-performing team.

Requirements

• Minimum of 15+ years in banking, capital markets, or financial consulting, with at least 5 years in a leadership or client-facing role.
• Proven track record in managing multimillion-dollar accounts, driving revenue growth, and leading cross-functional teams.
• Strong expertise in technical design discussions and the ability to provide strategic consulting to enable large-scale engagements is essential for this role.
• Deep expertise in banking and capital markets operations, including trading, risk management, regulatory compliance, and digital transformation.
• Strong technical acumen in fintech, data analytics, cloud computing, and AI applications within financial services.
• Hands-on experience with modern technology ecosystems, including hyperscalers (AWS, Azure, GCP), Databricks, Snowflake, and advanced AI/ML platforms, driving innovative solutions for clients.
• Exceptional communication and presentation skills, with the ability to simplify complex technical concepts for non-technical stakeholders.
• Proficient in proposal development and designing technical workflows to support client engagements.
• Demonstrated capability to multitask and manage multiple complex engagements simultaneously, ensuring client satisfaction across all projects.
• Proven ability to lead and inspire technical delivery teams, ensuring seamless execution of complex projects for clients while maintaining quality, timelines, and strategic alignment.
• Analytical mindset with proven experience in performance metrics, forecasting, and achieving revenue targets.
• Ability to navigate a matrixed organization, managing multiple priorities and diverse stakeholders effectively.
• Comprehensive understanding of Enterprise Data Management (EDM) solutions, including the strengths and limitations of leading technologies/tools, enabling meaningful discussions with clients and teams.
• Skilled in adapting methodologies to client needs to maximize value and profitability.
• Effective in formal and informal presentation settings, including one-on-one meetings, small and large groups, and executive-level discussions.
• Experienced in conducting internal training programs, tailoring content to the audience’s level.
• Conflict resolution capability, managing internal and external challenges within accounts to maintain engagement success.

Tech Stack

• AWS
• Azure
• Cloud
• Google Cloud Platform

Benefits

• For more information on benefits and what we offer please visit us at: https://www.exlservice.com/us-careers-and-benefits