Client Partner - Enterprise AI Transformation; Global Asset & Wealth Management

Overview

Blend
360 is seeking a senior Client Partner to lead one of our most strategic, multi-year AI transformation engagements. The client is a global investment and wealth management leader expanding its digital and AI transformation. The Client Partner will serve as a strategic advisor—shaping vision, aligning senior stakeholders, and orchestrating multi-disciplinary teams to deliver transformative, AI-powered business outcomes. The Client Partner acts as the CEO of the account—responsible for overall client success, strategic growth, and profitability.

• Strategic Account Leadership:
  Serve as the overall executive owner for the engagement – accountable for the client’s success, satisfaction, and Blend
  360’s P&L. Partner with the Chief AI Officer and senior leaders to align on AI transformation goals, milestones, and outcomes. Translate the client’s AI strategy into actionable delivery roadmaps. Lead multi-year account planning and expansion across innovation, ventures, and portfolio entities.
• Financial and Commercial Ownership:
  Own the commercial structure, profitability, and growth targets for the engagement. Drive disciplined financial management – pipeline health, deal economics, renewals, and revenue recognition. Lead renewal and expansion discussions tied to AI initiatives and emerging innovation programs.
• Executive Relationship Management:
  Act as a trusted advisor to senior client stakeholders, connecting Blend
  360’s capabilities to strategic priorities. Build and sustain C-level trust through strategic insight, transparent communication, and delivery excellence. Represent Blend
  360 at governance forums and steering committees, shaping the client’s enterprise AI agenda.
• Delivery Oversight and Transformation Leadership:
  Guide a globally distributed team delivering AI applications and agentic automation solutions. Ensure alignment between Blend
  360 delivery leads and the client’s AI and technology teams. Drive measurable business impact through delivery excellence, innovation velocity, and operational rigor. Maintain compliance and governance standards appropriate to a regulated financial environment.
• Growth and
  
  Innovation: Identify opportunities for Blend
  360 to expand its footprint across the client’s ecosystem (innovation, venture, and portfolio organizations). Position Blend
  360 as a strategic partner in shaping the client’s enterprise AI transformation roadmap. Bring forward-thinking ideas that showcase leadership in applied AI, agentic automation, and intelligent applications.

Ideal Candidate Profile

• Experience & Background: 15+ years in client-facing leadership roles in consulting, technology services, or digital transformation firms. Proven success leading $10M+ strategic accounts involving complex AI or transformation initiatives. Experience with in financial services, wealth management, or innovation-led enterprises preferred. Ability to translate emerging AI technologies into tangible business outcomes. Combination of consulting and client-side experience with enterprise-context empathy and results orientation.
• Skills & Attributes:
  Executive presence with C-suite influence; strong financial acumen and ability to manage P&L, deal economics, and forecasts; strategic thinker balancing delivery, growth, and innovation; proficiency in stakeholder alignment, change management, and enterprise relationship building; entrepreneurial mindset driven by AI, technology, and business transformation; collaborative and outcomes-focused with a commitment to client success.

More Advanced Expectations

• Industry Fluency:
  Deep understanding of the investment management ecosystem and how technology and AI reshape it.
• Strategic Acumen:
  Ability to connect market forces to enterprise transformation priorities.
• AI and Data Mindset:
  Familiarity with modern data architectures and practical AI applications across analytics, automation, and generative use cases.
• Front-Office Transformation
  
  Experience:
  
  Track record in reimagining advisor and client experiences through digital engagement and data-driven insights.
• Change Leadership:
  Experience leading complex, multi-year programs with scale adoption.
• Regulatory Awareness:
  Understanding of governance, compliance, and explainability in regulated financial environments.
• Market Perspective:
  Awareness of how leading asset managers and fintech disruptors deploy AI to differentiate and scale.

Why This Role Matters

This is a high-impact, flagship AI transformation program leading role at Blend
360, positioned at the intersection of applied AI, business strategy, and enterprise innovation. Success will drive growth and establish Blend
360’s leadership in AI-driven transformation.

All information will be kept confidential according to EEO guidelines.