Client Value Partner (CVP) - Financial Services Industry

Celonis
New York
Workplace: OnsiteFull timeUSD 233,000 - 270,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 15+ yearsEducation: mastersSkills: ["Communication","Leadership","Problem-solving"]

Seasoned industry executive leading strategic value delivery for a major Global Banking account. Bridges high-level institutional strategy with complex technical execution, orchestrating multi-stream transformation programs, driving capital markets value realization, and shaping executive relationships across AMER/EMEA/APAC. Combines capital markets fluency with strategy consulting to deliver P&L impact through process intelligence and digital twin initiatives.

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Celonis
Celonis
4 months ago

Client Value Partner (CVP) - Financial Services Industry

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live
Reposted: similar role first listed 8 months ago

Job Summary

Seasoned industry executive leading strategic value delivery for a major Global Banking account. Bridges high-level institutional strategy with complex technical execution, orchestrating multi-stream transformation programs, driving capital markets value realization, and shaping executive relationships across AMER/EMEA/APAC. Combines capital markets fluency with strategy consulting to deliver P&L impact through process intelligence and digital twin initiatives.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Sr. Director level

Key Responsibilities

  • •Lead large-scale transformations and manage multiple execution streams simultaneously to align siloed divisions (e.g., Equities Ops with Reference Data and Compliance)
  • •Translate institutional strategy to operations by mapping bank goals to a long-term Celonis-based vision and roadmaps (Trade Lifecycle, Onboarding, Reconciliations)
  • •Build robust board-level business cases articulating the financial impact of Process Intelligence on banking metrics
  • •Drive the Digital Twin agenda and executive relationship management to deliver on connected process improvements
  • •Scale value by codifying best practices, mentoring teams, and coordinating cross-functional global delivery across AMER/EMEA/APAC

Pay and Benefits

Salary: USD 233,000 - 270,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceEquity

Key Requirements

  • •15+ years of relevant experience, ideally in Investment Banking, Asset Manager, or Custodian, with Strategy Consulting
  • •Capital Markets fluency across the value chain, including Global Markets Operations, Controllership, Treasury Services, and Risk & Compliance (e.g., MiFID, Dodd-Frank, CSDR)
  • •Understanding of the modern banking tech stack (Legacy Mainframe vs. Cloud modernization, Swift, FIX protocol) and application of Process Intelligence
  • •Proven program leadership in complex, multi-stream programs with cross-functional alignment
  • •Degree in Business, Finance, Economics, or related field; MBA strongly preferred
Experience:15+ yearsCapital marketsBankingFinancial services
Education:Master's
Skills:CommunicationLeadershipProblem-solving
Languages:English
Tech Stack:CelonisSwiftFIXCloudMainframeData transformationProcess intelligence

Company Brief

Celonis
Provides cloud-based process mining and execution management software that helps organizations visualize, analyze, and optimize business processes to improve efficiency, reduce costs, and accelerate operational transformation across enterprise systems.
Industry: SaaS
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Munich, Germany
Founded: 2011
WebsiteLinkedIn