Who we are:
Born digital, UST transforms lives through the power of technology. We walk alongside our clients and partners, embedding innovation and agility into everything they do. We help them create transformative experiences and human-centered solutions for a better world.
UST is a mission-driven group of over 30,000+ practical problem solvers and creative thinkers in over 30+ countries. Our entrepreneurial teams are empowered to innovate, act nimbly, and create a lasting and sustainable impact for our clients, their customers, and the communities in which we live.
With us, you’ll create a boundless impact that transforms your career—and the lives of people across the world.
Visit us at .
You Are:
A Senior Client Partner who will support our Asset & Wealth Management cluster (part of the global BFSI practice). You will play a key role in our growth and be tasked with business expansion within accounts, thought leadership, growing a select client cluster with clearly established top line and bottom-line targets, and being able to sell new service offerings and solutions to the client cluster in order to achieve targeted results.
The Opportunity:
- Meet established revenue targets by forecasting and managing sales, revenue, and margins for existing customers.
- Build, grow, and nurture long-term, value-based relationships with senior client stakeholders, focusing on named accounts.
- Engage in consultative business development, expanding relationships both vertically and horizontally within client organizations.
- Take a consultative approach with C-level executives and other stakeholders to achieve their business goals, redefine their industries, drive complex negotiations, and resolve conflicts.
- Help develop a range of intellectual property and best practices around client and portfolio development to build the client base into a significant strategic asset.
- Monitor how UST executes engagements and take a proactive approach to mitigating potential risks before they arise.
What you need:
- Bachelor’s degree or relevant years of experience in lieu of degree
- At least 15 years’ experience of working with the Asset & Wealth Management sector, with thorough understanding of relevant market trends, regulatory pieces and competitive landscape.
- Experience developing and implementing client strategies to drive revenue growth, enhance customer experience, and improve operational efficiency.
- In-depth understanding of sector specific requirements and the ability to navigate complex regulatory environments.
- Experience in executive revenue-generating roles, bringing comprehensive business acumen to account strategies and cultivating ‘win-win’ value propositions.
- A proven record of building and maintaining long-term relationships at senior (CXO and CXO-1) levels. You’re comfortable presenting to C-level executives, and senior business and technology leaders because you know you are persuasive and influential.
- Ability to conceptualise, analyse, and create blueprints for business transformations and present solutions across multiple domains. Creative is your middle name!
What we believe:
We’re proud to embrace the same values that have shaped UST since the beginning. Since day one, we’ve been building enduring relationships and a culture of integrity. And today, it's those same values that are inspiring us to encourage innovation from everyone, to champion diversity and inclusion, and to place people at the centre of everything we do.
Humility:
We will listen, learn, be empathetic and help selflessly in our interactions with everyone.
Humanity:
Through business, we will better the lives of those less fortunate than ourselves.
Integrity:
We honor our commitments and act with responsibility in all our relationships.
Equal Employment Opportunity Statement
UST is an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
UST reserves the right to periodically redefine your roles and responsibilities based on the requirements of the organization and/or your performance.
account management,account planning,business case development,client engagement,
Responsible for leading strategic client relationships and driving business growth within the Asset & Wealth Management (AWM) domain. Acts as a trusted advisor to C-suite executives, enabling technology-led transformation and digital innovation across asset managers, wealth managers, and financial advisory firms.
Key Responsibilities:
Manage and grow key client accounts within the Asset & Wealth Management segment.
Develop and execute strategic account plans aligned with client business and investment priorities.
Drive business growth through digital, data, and technology transformation initiatives in AWM.
Partner with internal delivery and domain teams to provide innovative, high-impact solutions.
Provide industry insights on portfolio management, investor reporting, portfolio analytics, regulatory compliance, and digital wealth trends.
Build trusted relationships with senior executives (CIO, COO, Head of Investments, Chief Wealth Officer, etc.).
Identify opportunities in areas such as AI-driven advisory, digital onboarding, ESG reporting, and automated investment operations.
Qualifications:
Bachelor s degree in Business, Finance, Economics, or Technology; MBA or equivalent preferred.
15+ years of experience in client engagement, account management, or consulting roles within IT services supporting Asset & Wealth Management clients.
Proven experience managing large, multi-million-dollar AWM accounts or portfolios across asset managers, wealth managers, RIAs, or private banks.
Strong understanding of front-to-back AWM processes, including:
o Portfolio & investment management
o Client onboarding & KYC
o Performance & risk analytics
o Regulatory reporting (MiFID, ESG, FATCA, etc.)
o Trading & order management
o Fund administration and middle/back-office operations
Exposure to digital initiatives leveraging AI, cloud, data analytics, automation, and client experience platforms.
Excellent communication, C-suite engagement, and negotiation skills.
Key Competencies:
Asset & Wealth Management Domain Expertise
Strategic Account Management
Business Development & P&L Ownership
Executive Stakeholder Engagement
Innovation & Digital Transformation
Leadership & Cross-Functional Collaboration
Client-Centric and Outcome-Focused Mindset
Key Focus Areas:
Manage strategic AWM accounts across asset managers, wealth managers, and private banks.
Drive AI-enabled portfolio risk analytics, investor insights, and advisory tools.
Deliver data-driven digital transformation across investment and client servicing workflows.
Leverage ML, automation, and modern architecture to streamline investment operations.
Provide insights on fintech innovations, ESG analytics, personalized wealth experiences, and predictive analytics for investors.
(Client Partner I)
Client Partner - Asset Wealth Management in Leeds employer: UST
As a Salesforce Delivery Lead in London, you will join a dynamic and innovative team within the Financial Services sector, where your expertise will drive impactful technology initiatives. Our hybrid work culture promotes flexibility while fostering collaboration, and we are committed to your professional growth through continuous learning opportunities and mentorship. With a focus on Agile practices and high-performance teams, we offer a rewarding environment that values your contributions and encourages meaningful engagement with stakeholders.
