# Client Value Partner (CVP) - Financial Services Industry

**Company:** [Celonis](https://hotfix.jobs/companies/celonis)
**Location:** New York, NY
**Role:** Other
**Salary:** $233k – $270k/yr
**Skills:** Celonis, Process Intelligence, Kyc/Aml, Trade Lifecycle, Capital Markets, Regulatory Compliance, Business Case Development, Value Realization, Program Management, Financial Services
**Posted:** 2026-03-20

> Leads strategic transformation programs for global banking clients in capital markets, translating C-level vision into P&L impact using Celonis Process Intelligence. Orchestrates multi-stream execution, builds business cases, and drives value realization and expansion. Requires 15+ years in investment banking/consulting and deep industry expertise.

## Job Description

## 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**.

## Similar roles

- [Safeguards Enforcement Analyst, Safety Evaluations](https://hotfix.jobs/jobs/1b38f8bb-9c48-402b-97e5-a8de94305f05) - Anthropic - San Francisco, CA - $230k – $270k/yr
- [Safeguards Enforcement Analyst, Fraud & Scams](https://hotfix.jobs/jobs/43d8593c-8fc7-46a4-9a75-d72ab2fdeac7) - Anthropic - San Francisco, CA - $245k – $285k/yr
- [Safeguards Enforcement Analyst, Ban Evasion & Recidivism](https://hotfix.jobs/jobs/92aec8e3-c63b-4504-bb22-3f90999363ac) - Anthropic - San Francisco, CA - $245k – $285k/yr
- [Safeguards Enforcement Analyst, Radiological & Nuclear Harms](https://hotfix.jobs/jobs/2b5c7ac0-3268-4835-a278-e53af1792c7a) - Anthropic - San Francisco, CA - $245k – $285k/yr
- [Safeguards Enforcement Analyst, Chem & Explosives Harms](https://hotfix.jobs/jobs/cfaa13d3-eaef-4c3a-8d16-1ec00ba3d57b) - Anthropic - San Francisco, CA - $245k – $285k/yr

**Apply:** https://hotfix.jobs/jobs/b2678590-e2c0-4b23-a3b2-c5bfe967a114
**Canonical:** https://hotfix.jobs/jobs/b2678590-e2c0-4b23-a3b2-c5bfe967a114