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  3. Client Value Partner CVP - Financial Services Industry
Celonis logo

Client Value Partner CVP - Financial Services Industry

Celonis
New York, New York
Full Time
Posted February 10, 2026
$233k - $270k
Not Specified
~90 people viewed this recently
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Application opens on company website

Job Description

The role involves leading strategic transformation programs for global banking clients by translating institutional strategies into operational improvements using Process Intelligence technology, managing multi-stream projects, and driving value realization and client success at the executive level.

Key Responsibilities

  • Translate institutional strategy into operational processes and long-term vision using the Celonis platform
  • Design roadmaps to optimize end-to-end value chains such as Trade Lifecycle, Client Onboarding, and Reconciliations
  • Construct business cases demonstrating the financial impact of Process Intelligence on banking metrics
  • Lead large-scale transformation programs by managing multiple execution streams and ensuring cross-divisional alignment
  • Drive the digital twin agenda by delivering interconnected process insights
  • Guide organization design and maturation of Centers of Excellence across regions
  • Address implementation challenges by defining standards for STP, Exception Management, and regulatory reporting
  • Measure and report on improvements, ensuring strategic milestones are met
  • Scale the value practice by turning client successes into reusable assets and thought leadership
  • Coach and mentor team members on executive relationships, financial instruments, and team performance
  • Serve as the voice of the customer to product teams, aligning development with client needs
  • Manage the end-to-end customer value journey, including adoption, expansion, and renewal strategies

Requirements

  • 15 years of relevant experience, ideally combining tenure at a top-tier Investment Bank, Asset Manager, or Custodian with Strategy Consulting, with an understanding of the pressure of the trading floor and the complexity of the back office
  • Granular knowledge of the Capital Markets value chain, including Global Markets Operations, Controllership, Treasury Services, and Risk Compliance (e.g., MiFID, Dodd-Frank, CSDR)
  • Understanding of the modern banking technology stack, including Legacy Mainframe vs. Cloud modernization, Swift, FIX protocol, and how to apply Process Intelligence within that landscape
  • Demonstrated experience leading complex, multi-stream programs where multiple projects run in parallel under one strategic umbrella, requiring dependency management and cross-functional alignment
  • Proven track record of driving large-scale transformation programs that impacted the P&L through operational efficiency or risk mitigation
  • Extensive experience presenting to and influencing C-Level executives such as CIO, COO, CFO, CRO, and navigating complex, matrixed organizations using data to persuade senior stakeholders
  • Ability to work with ambiguity and possess an entrepreneurial leadership style that inspires teams
  • Bachelor's degree in Business, Finance, Economics, or a related field; MBA strongly preferred
  • Visa sponsorship is not offered for this role

Benefits & Perks

Total compensation package including base salary, bonus, commission, equity, benefits, health, dental, life, 401k, and paid time off
Hybrid working options
Generous PTO
Company equity RSUs
Extensive parental leave
Dedicated volunteer days
Access to resources such as gym subsidies, counseling, and well-being programs
Clear career paths, internal mobility, dedicated learning programs, and mentorship opportunities
Opportunity to work with award-winning process mining technology
Global collaboration with international teams
Open culture with autonomous teams

Ready to Apply?

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