Client Partner - Enterprise AI Transformation (Global Asset & Wealth Management)

Overview 

Blend360 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 entering a defining phase of its digital and AI transformation. With a clear mandate to modernize data infrastructure, reimagine client and advisor experiences, and unlock new sources of growth through applied intelligence, the firm is evolving from traditional asset management toward a more connected, insight-driven enterprise. As experimentation gives way to scaled adoption, 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 will act as the CEO of the account – responsible for overall client success, strategic growth, and profitability. You’ll work directly with the Chief AI Officer, C-suite leaders, and innovation teams, leading a global delivery organization of approximately 40 professionals. You will partner with Blend’s Head of Financial Services and with the Delivery Lead for the account.  This is a highly visible, board-level engagement with significant growth potential and long-term impact. 

Key Responsibilities 

1. 1. Strategic Account Leadership 

Serve as the overall executive owner for the engagement – accountable for the client’s success, satisfaction, and Blend360’s P&L. 
Partner directly with the Chief AI Officer and senior business leaders to align on AI transformation goals, milestones, and outcomes. 
Translate the client’s AI strategy into actionable delivery roadmaps spanning applications, intelligent agents, and automation. 
Lead multi-year account planning and expansion across innovation, ventures, and portfolio entities. 

1. 2. 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. 

1. 3. Executive Relationship Management 

Operate as a trusted advisor to senior client stakeholders, connecting Blend360’s capabilities to strategic business priorities. 
Build and sustain C-level trust through strategic insight, transparent communication, and delivery excellence. 
Represent Blend360 at governance forums and steering committees, shaping the client’s enterprise AI agenda. 

1. 4. Delivery Oversight and Transformation Leadership 

Guide a globally distributed team of 40+ professionals delivering AI applications and agentic automation solutions. 
Ensure alignment between Blend360 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. 

1. 5. Growth and Innovation 

Identify and pursue opportunities for Blend360 to expand its footprint across the client’s ecosystem – including innovation, venture, and portfolio organizations. 
Position Blend360 as a strategic partner in shaping the client’s enterprise AI transformation roadmap. 
Bring forward-thinking ideas that showcase Blend360’s 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, multi-stakeholder AI or transformation initiatives. 
• Experience within financial services, asset and wealth management, or innovation-led enterprises preferred. 
• Demonstrated ability to translate emerging AI technologies into tangible business outcomes. 
• Combination of consulting and client-side experience – able to empathize with enterprise pressures while driving measurable results. 

• Skills & Attributes 

• Executive presence and ability to influence at the C-suite level. 
• Strong financial acumen and commercial fluency in managing P&L, deal economics, and account forecasts. 
• Strategic thinker who balances delivery excellence, growth, and innovation. 
• Skilled in stakeholder alignment, change management, and enterprise relationship building. 
• Entrepreneurial mindset with a passion for AI, technology, and business transformation. 
• Collaborative, outcome-driven, and deeply committed to client success. 

More advanced expectations: 

• Industry Fluency: Deep understanding of the investment management ecosystem—from research and portfolio construction to distribution, marketing, and client experience—and how technology and AI are reshaping each link in the value chain. 

• Strategic Acumen: Ability to connect market forces like fee pressure, personalization, and data modernization to enterprise transformation priorities that drive growth and efficiency. 

• AI and Data Mindset: Working knowledge of modern data architectures (cloud, lakehouse, interoperability) and practical AI applications across analytics, automation, and generative use cases. 

• Front-Office Transformation Experience: Track record helping financial institutions reimagine advisor and client experiences through digital engagement, intelligent automation, and data-driven insights. 

• Change Leadership: Comfortable leading complex, multi-year programs—balancing business strategy, technology enablement, and adoption at scale. 

• Regulatory Awareness: Understanding of governance, compliance, and explainability requirements in regulated financial environments. 

• Market Perspective: Informed view of how leading global asset managers and fintech disruptors are deploying AI to differentiate, scale, and deepen client relationships. 

Why This Role Matters 

This is not a typical account management role — it is an opportunity to lead one of Blend360’s flagship AI transformation programs and shape the future of a global financial enterprise. The Client Partner will operate at the intersection of applied AI, business strategy, and enterprise innovation — driving meaningful change for the client while expanding Blend360’s leadership position in AI-driven transformation. Success in this role will unlock significant growth, with the potential to scale a $10MM+ account to four times that size over the next several years. 

All information will be kept confidential according to EEO guidelines.