Is the Client Partner- BFS role on-site?

Yes — this role is on-site at the client's Charlotte, NC location, five days per week. The client's culture and delivery cadence are calibrated around in-person collaboration for this position. Relocation support may be available for the right candidate; the recruiter will confirm during your calibration call.

Is this a permanent role?

Yes — this is a full time direct-hire position with the client. On offer acceptance, you onboard directly onto the client's payroll and benefits. ApTask's role is placement only; the recruiter stays in touch for the first 90 days as a check-in, but your day-to-day relationship is with the client's hiring manager.

What is the compensation range for this role?

The advertised range for this Client Partner- BFS role is $160,000–$180,000 per year. Where you land within the band depends on validated experience, the specific stack calibration match, and — for contract engagements — the bill-rate the client has locked in for this requisition. The recruiter will discuss the exact number during your calibration call.

How quickly does the interview process move?

ApTask's benchmark on this vertical is 4-8 weeks from submission to offer — driven by validated, pre-verified profiles and a client relationship where the hiring manager reviews our shortlist within 48 hours. If your profile is a fit for this role, you can expect the recruiter's first call within one business day.

Onsitefull timeReq 26-02444Posted Today

Client Partner- BFS

Direct Placement role in Charlotte, NC. Onsite engagement, matched and submitted by an ApTask vertical recruiter.

Location: Charlotte, NC · Onsite
Compensation: $160k–$180k/yr

Talk to a recruiter

Your résumé routes to the vertical recruiter who owns this requisition. Identity-verified profile, never resold or syndicated.

About the role

At a glance

AI summary

Day-to-day: Manage executive relationships with banking and financial services clients, own P&L for assigned accounts, develop account strategies, identify cross-sell opportunities, negotiate contracts, and track pipeline using CRM tools
You'll bring: 10–15 years sales/account management in IT services focused on BFSI, enterprise account management experience ($10M+), C-level relationship skills, knowledge of digital transformation/cloud/AI/ML solutions, bachelor's degree required
Good fit if: You have an MBA, deep BFSI domain expertise including regulatory knowledge, proven ability to balance account expansion with new client acquisition, and thought leadership in emerging technologies

Generated from the recruiter description below. The full posting is the source of truth — always read it before applying.

Job Description: Client Partner – BFSI
Location- Charlotte, NC
Position Summary
We are seeking an experienced and results-driven Client Partner – BFSI to drive business growth, strengthen client relationships, and deliver value to our Banking, Financial Services, and Insurance (BFSI) clients. This role requires a mix of strategic account management, business development, and consultative solution selling, with a focus on building long-term partnerships.
Key Responsibilities

Act as a strategic advisor and trusted partner for BFSI clients, managing executive-level relationships (CIO, CTO, CFO, COO, and business leaders).
Own P&L responsibility for assigned accounts, driving revenue growth, profitability, and customer satisfaction.
Develop and execute account strategies including multi-year roadmaps aligned to client business objectives.
Identify opportunities to cross-sell and upsell services and solutions across digital transformation, cloud, data & analytics, AI/ML, cybersecurity, applications, and infrastructure.
Lead contract negotiations, deal structuring, and pricing in collaboration with internal teams.
Collaborate with delivery and practice teams to ensure successful execution of engagements, driving measurable business outcomes.
Hunt for new logos within the BFSI sector, leveraging industry knowledge and relationships.
Track and report on pipeline, forecast accuracy, and overall account health using CRM tools.
Stay updated on BFSI industry trends, regulatory changes, and emerging technologies to position the company as a thought leader.

Required Skills & Experience

10–15 years of experience in sales/account management/consulting in IT services with a strong focus on BFSI clients.
Proven track record of managing large enterprise accounts ($10M ) and exceeding revenue targets.
Strong C-level relationship management and ability to influence decision-making at executive levels.
Experience in digital transformation, cloud, data, AI/ML, and BFSI-specific technology solutions.
Ability to blend farming and hunting, expanding existing accounts while driving new client acquisition.
Excellent communication, negotiation, and presentation skills.
Strong business acumen with knowledge of BFSI domain challenges, regulations, and competitive landscape.
Bachelor s degree required; MBA preferred.

About executive at ApTask

What this vertical looks like inside ApTask.

Executive search at ApTask covers director-through-C-suite placements in technology, operations, finance, and revenue leadership. Our practice is retained rather than contingent: each search runs with a dedicated partner, a written position specification, a research plan targeting a defined universe of 60-120 candidates, and structured scorecards. Every finalist completes a 360-degree reference check and, where the client requires, a psychometric assessment through our validated instrument partner. Placements come with a 12-month replacement guarantee prorated by tenure at placement.

How it works

What happens after you apply.

1. Verified profile
Submit your résumé and complete the ApTask identity + skills verification. We check right-to-work, background, and technical calibration once — never resell or re-verify — so future roles surface faster.
2. Recruiter calibration call
Within one business day, the recruiter who owns this requisition reviews your profile against the client's specific stack, arrangement, and start-date requirements. You'll hear back either way — no ghosting.
3. Client interview
If your profile is a fit, we present you to the hiring team. Most clients run 2-3 interview stages: hiring-manager screen, technical panel, and final. We prep you with the exact scorecard criteria before each round.
4. Offer + onboarding
On acceptance, you onboard W-2 with ApTask (contract) or direct-hire with the client (per role type). Benefits, payroll, and timesheets run through us. Your recruiter stays your point of contact for the length of the engagement.

Frequently asked

Questions candidates ask about this role.

Is the Client Partner- BFS role on-site?: Yes — this role is on-site at the client's Charlotte, NC location, five days per week. The client's culture and delivery cadence are calibrated around in-person collaboration for this position. Relocation support may be available for the right candidate; the recruiter will confirm during your calibration call.
Is this a permanent role?: Yes — this is a full time direct-hire position with the client. On offer acceptance, you onboard directly onto the client's payroll and benefits. ApTask's role is placement only; the recruiter stays in touch for the first 90 days as a check-in, but your day-to-day relationship is with the client's hiring manager.
What is the compensation range for this role?: The advertised range for this Client Partner- BFS role is $160,000–$180,000 per year. Where you land within the band depends on validated experience, the specific stack calibration match, and — for contract engagements — the bill-rate the client has locked in for this requisition. The recruiter will discuss the exact number during your calibration call.
How quickly does the interview process move?: ApTask's benchmark on this vertical is 4-8 weeks from submission to offer — driven by validated, pre-verified profiles and a client relationship where the hiring manager reviews our shortlist within 48 hours. If your profile is a fit for this role, you can expect the recruiter's first call within one business day.

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Client Partner- BFS

About the role

What this vertical looks like inside ApTask.

What happens after you apply.

1. Verified profile

2. Recruiter calibration call

3. Client interview

4. Offer + onboarding

Questions candidates ask about this role.

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Client Partner- BFS

About the role

What this vertical looks like inside ApTask.

What happens after you apply.

1. Verified profile

2. Recruiter calibration call

3. Client interview

4. Offer + onboarding

Questions candidates ask about this role.

Keep browsing.

Sr Client Partner – BFSI

Sales Leader – Hi-Tech (Net New Sales)

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Ready to apply? Two minutes, one profile.