Client Value Partner (CVP) - Financial Services Industry

Responsibilities

Identify & Frame Strategic Value

• Translate Institutional Strategy to Operations: Analyze the bank’s strategic goals (e.g., Operational Resilience, T+1 Settlement Readiness, Capital Efficiency, Regulatory Compliance) and map them to a long-term vision utilizing the Celonis platform.
• Architect the "Office of the CFO/COO" Agenda: Design the roadmap for optimizing end-to-end value chains, specifically targeting Trade Lifecycle (Front-to-Back), Institutional Client Onboarding (KYC/AML), and Inter-company Reconciliations.
• Build the Board-Level Business Case: Construct robust business cases that articulate the financial impact of Process Intelligence on specific banking metrics (e.g., Cost-to-Income Ratios, Intraday Liquidity Management, RWA optimization, and Fails Management).
• Lead Value Assessments: Leverage industry benchmarks to quantify the value opportunity and present a multi-year strategic roadmap to C-Level executives (CIO, COO, CFO).

Realize Value (Program Execution Leadership)

• Orchestrate Multi-Stream Execution: Act as the de facto Program Lead for large-scale transformations. Manage multiple execution streams simultaneously, ensuring alignment between siloed divisions (e.g., aligning Equities Ops with Reference Data and Compliance).
• Drive the "Digital Twin" Agenda: Lead the executive relationship to deliver on the promise of a digital twin, managing the complexity of interconnected processes rather than isolated use cases.
• Mobilize the Ecosystem: Guide the client on organization design and the maturation of Centers of Excellence (CoE). Mobilize global cross-functional teams to ensure seamless delivery across key regions (AMER, EMEA, APAC).
• Solve Systemic Challenges: Tackle difficult implementation hurdles by defining standards for Straight-Through Processing (STP), Exception Management, and regulatory reporting.
• Measure & Report: Derive improvement measures in core business functions, present realized value to senior management, and ensure the program is hitting its strategic milestones.

Scale Value & Practice Growth

• Codify Capital Markets Best Practices: Turn client successes into reusable assets, playbooks, and thought leadership for the broader Capital Markets practice.
• Mentor & Enable: Act as a senior leader for the team, coaching junior members on executive relationship management, complex financial instruments, and high-performance team dynamics.
• Product Feedback Loop: Serve as the "Voice of the Customer" to our Product teams, ensuring our development roadmap aligns with the specific security, scale, and data lineage needs of a G-SIB.
• Commercial Growth: Responsible for the end-to-end customer value journey, including landing, expanding, adoption, and renewal. Build a strategic expansion roadmap to embed Celonis as the default business transformation platform across the bank.

Qualifications

• Deep Institutional Experience: 15+ years of relevant experience, ideally combining tenure at a top-tier Investment Bank, Asset Manager, or Custodian with Strategy Consulting. Understand the pressure of the trading floor and the complexity of the back office.
• Capital Markets Fluency: Granular knowledge of the Capital Markets value chain. Speak the language of Global Markets Operations, Controllership, Treasury Services, and Risk & Compliance (e.g., MiFID, Dodd-Frank, CSDR).
• Technical Context: Understand the modern banking technology stack (Legacy Mainframe vs. Cloud modernization, Swift, FIX protocol) and how to apply Process Intelligence within that landscape.
• Program Leadership: Demonstrated experience leading complex, multi-stream programs. Managed initiatives where multiple projects run in parallel under one strategic umbrella, requiring strict dependency management and cross-functional alignment.
• Value Realization: A track record of driving large-scale transformation programs that impacted the P&L through operational efficiency or risk mitigation.
• Stakeholder Management: Extensive experience presenting to and influencing C-Level executives (CIO, COO, CFO, CRO). Navigate complex, matrixed organizations and use data to persuade senior stakeholders.
• Builder Mentality: Comfortable working with ambiguity and possess an entrepreneurial leadership style that inspires teams.
• Required: Degree in Business, Finance, Economics, or related field. MBA strongly preferred.