Role Overview for Partner, Financial Services Technology with a Consulting Firm – Los Angeles, CA
JRG Partners is proud to exclusively represent a premier, global consulting firm in their search for a visionary and results-driven Partner to lead their Financial Services Technology practice in the dynamic Los Angeles market. This is a rare and career-defining opportunity for a seasoned leader to take on a pivotal role, shaping the future of banking, capital markets, insurance, and wealth management through transformative technology solutions. As a Partner, you will operate at the intersection of strategy, technology, and business development, serving as the firm’s senior-most advisor to C-suite executives at leading financial institutions. You will be responsible for setting the strategic direction of the practice, driving significant revenue growth, and building a world-class team of consultants.
This role is not merely about managing projects; it is about architecting the future. You will be at the forefront of the industry’s most critical challenges and opportunities, including digital disruption, legacy system modernization, the adoption of artificial intelligence and machine learning, cybersecurity resilience, and regulatory compliance. The ideal candidate is a trusted advisor with an entrepreneurial spirit, a deep understanding of the financial services landscape, and a proven track record of selling and delivering large-scale, complex technology transformation programs. You will leverage your extensive network and industry expertise to build enduring client relationships, identify new market opportunities, and establish the firm as the undisputed leader in financial services technology consulting in Southern California and beyond. This position demands a unique blend of executive presence, commercial acumen, deep technical knowledge, and inspirational leadership. You will be the driving force behind our client’s success, helping them navigate a rapidly evolving digital world and achieve sustainable competitive advantage.
Your influence will extend far beyond client engagements. As a key member of the firm’s leadership team, you will contribute to the overall growth and strategy of the firm, mentor the next generation of leaders, and champion a culture of innovation, collaboration, and excellence. You will be empowered with the autonomy to build and scale your practice, backed by the resources, brand, and global reach of a top-tier consulting powerhouse. If you are a strategic thinker with a passion for technology and a history of delivering exceptional results, we invite you to explore this unparalleled opportunity to make a lasting impact on an entire industry.
Key Responsibilities of Partner, Financial Services Technology with a Consulting Firm – Los Angeles, CA
The Partner will have a multifaceted role with ultimate accountability for the practice’s growth, delivery excellence, and market reputation. Key responsibilities are outlined below:
Business Development & Practice Growth
You will be the primary driver of the practice’s commercial success. This involves developing and executing a comprehensive go-to-market strategy for the Los Angeles region. You will be responsible for originating, shaping, and closing multi-million dollar consulting engagements. This includes leading pursuits, building and presenting compelling proposals, and negotiating contracts with senior client executives. A significant portion of your role will be dedicated to cultivating a robust sales pipeline and managing the practice’s P&L to meet and exceed ambitious revenue and profitability targets. Building and nurturing a deep network of C-level relationships across the financial services ecosystem is paramount.
Client Relationship Management & Strategic Advisory
Serve as the senior executive sponsor and trusted advisor on the firm’s most critical client accounts. You will be responsible for ensuring ultimate client satisfaction and delivering tangible business value. This involves providing strategic counsel to clients on their most pressing technology challenges, from developing enterprise-wide digital strategies to overseeing the implementation of core banking platforms. You will act as the escalation point for all engagement-related issues, ensuring that our teams deliver with the highest standards of quality, on time, and within budget. Your ability to build long-term, trust-based relationships will be key to expanding our footprint within existing accounts and securing long-term partnerships.
Practice Leadership & Strategic Vision
Define and articulate the strategic vision and direction for the Financial Services Technology practice. You must stay ahead of emerging trends as outlined in the latest Gartner analysis of the financial services industry and translate them into innovative service offerings and intellectual property. You will champion the development of new capabilities in high-growth areas such as Generative AI, blockchain applications, cloud-native development, data monetization, and advanced analytics. You will foster a culture of continuous learning and innovation within the practice, ensuring our solutions remain cutting-edge and relevant to client needs.
Team Leadership & Talent Development
Build, lead, and mentor a high-performing team of consultants, from analysts to senior managers. You will be responsible for attracting, recruiting, and retaining top-tier talent in a competitive market. A core part of your role will be to foster an inclusive, collaborative, and entrepreneurial culture that empowers team members to grow and succeed. You will provide ongoing coaching, mentorship, and career guidance, taking an active role in performance management, promotions, and professional development planning for your team members. Your leadership will be instrumental in creating a vibrant practice that is recognized as a destination for the best talent in the industry.
Thought Leadership & Market Eminence
Act as a prominent voice and visible leader for the firm in the external market. You will be expected to develop and publish thought leadership, such as white papers, articles, and research reports, on key industry topics. You will represent the firm by speaking at industry conferences, participating in executive roundtables, and engaging with the media. By building your personal and the firm’s brand, you will enhance our market position, attract new clients, and reinforce our reputation as a leader in financial services technology.
Requirements for the Partner, Financial Services Technology with a Consulting Firm – Los Angeles, CA
We are seeking a candidate with a distinguished career and a proven ability to lead and grow a significant consulting business. The ideal qualifications include:
Experience
A minimum of 15-20 years of professional experience, with a significant portion spent within a reputable management or technology consulting firm. At least 5-7 years of experience operating at a Partner, Principal, or Managing Director level, with direct P&L responsibility and a demonstrable track record of selling and delivering large, complex technology programs to financial services clients.
Industry Expertise
Deep domain expertise across one or more sectors of the financial services industry (e.g., retail/commercial banking, capital markets, asset and wealth management, insurance). Must possess a comprehensive understanding of the industry’s business processes, competitive landscape, and regulatory environment.
Technical Acumen
Strong strategic understanding of the technologies shaping the future of financial services. This includes, but is not limited to, cloud platforms (AWS, Azure, GCP), data strategy and analytics, artificial intelligence/machine learning, core systems modernization (e.g., Murex, Calypso, core banking platforms), digital experience platforms, and cybersecurity frameworks. While not a hands-on technologist, you must be able to confidently discuss complex technical concepts with CIOs and CTOs.
Sales & Commercial Track Record
Proven and verifiable track record of originating and closing over $5M – $10M+ in annual consulting revenue. Experience leading complex sales pursuits and a history of building a strong, sustainable pipeline of business. A portable network of senior executive contacts within the Southern California financial services market is highly desirable.
Leadership Skills
Exceptional leadership and people management skills. Demonstrated ability to build, inspire, and develop teams of 50+ consultants. Must possess outstanding executive presence, with the ability to communicate, influence, and build consensus at the highest levels of an organization.
Education
Bachelor’s degree in Business, Computer Science, Engineering, or a related field is required. An MBA or other relevant advanced degree from a top-tier institution is strongly preferred.
Benefits & Perks Offered
Our client offers a comprehensive and highly competitive total rewards package designed to attract and retain top-tier leadership talent. This includes:
Competitive Compensation
A lucrative compensation package including a significant base salary, performance-based annual bonus, and a compelling equity or profit-sharing component.
Comprehensive Health & Wellness
Premier medical, dental, and vision insurance for you and your dependents. Access to executive wellness programs, mental health resources, and a generous health savings account (HSA).
Retirement Planning
A robust 401(k) plan with a significant company match and other wealth-building opportunities.
Generous Paid Time Off
A flexible and generous paid time off (PTO) policy, including vacation, sick leave, and company-paid holidays, as well as opportunities for sabbaticals.
Professional Development
A substantial budget for continuous learning, executive coaching, attending industry conferences, and pursuing certifications to ensure you remain at the top of your field.
Work-Life Integration
A commitment to supporting a healthy work-life balance with flexible work arrangements and family-friendly policies.
Additional Perks
Includes a comprehensive travel and expense account, technology stipends, and various other partner-level benefits designed to support your success and well-being.
How to Apply
JRG Partners is the exclusive retained search firm for this executive position. We are seeking exceptional leaders who are ready to take on a challenging and rewarding role that will define the next chapter of their careers. If you meet the qualifications outlined above and are driven to make a significant impact in the financial services industry, we encourage you to submit your application. To apply, please forward your resume and a cover letter detailing your relevant experience and accomplishments. We are committed to a confidential and thorough review process for all qualified candidates. We look forward to hearing from you.
