Client Value Partner (CVP) - Financial Services Industry
AI summary of the role
Client Value Partner for a strategic Global Banking account, acting as Program Director to drive large-scale transformation in Investment Banking, Global Markets, and Asset Management using Celonis Process Intelligence.
What you’ll do
- Translate institutional strategy into operational roadmaps targeting Trade Lifecycle, KYC/AML, and Inter-company Reconciliations.
- Build board-level business cases quantifying financial impact on banking metrics like Cost-to-Income and RWA optimization.
- Orchestrate multi-stream program execution, aligning siloed divisions (e.g., Equities Ops, Reference Data, Compliance).
- Lead executive relationships to deliver a digital twin of business operations and mobilize global cross-functional teams.
What you’ll bring
- 15+ years experience combining top-tier Investment Bank/Asset Manager/Custodian with Strategy Consulting.
- Granular knowledge of Capital Markets value chain and fluency in Global Markets Operations, Controllership, Treasury, Risk & Compliance.
- Demonstrated program leadership managing complex, multi-stream transformations with strict dependency management.
- Track record of driving P&L impact through operational efficiency or risk mitigation in large-scale programs.
Technologies
Celonis · Process Mining · Process Intelligence Graph · Swift · FIX protocol · Cloud modernization · Legacy Mainframe · Digital Twin
About Celonis
Process Intelligence platform that mines enterprise system data into a real-time operational model, feeding context to AI to surface and act on inefficiencies.
Private Late · 2000–5000 people
Source and classification
Deployment strategy · Evidence for this classification:
and complex technical execution. You will act as the primary accountable lead for one of our most strategic Global Banking accounts, translating C-level vision into realized P&L impact. This role requires more than standard client success; it requires a Program Director mindset. You will serve as the strategic architect for a massive transformation program, orchestrating execution across multiple parallel streams to link Celonis capabilities to key outcomes specific to Investment Banking, Global Markets, and Asset Management. You will blend deep Capital Markets expertise with a proven strategy consulting skill set to spearhead data-driven transformation at the forefront of one of the fastest-growing tech companies worldwide. The work you’ll do: Identify & Frame Strategic Value Translate Institutional Strategy to Operations: Analyze the bank’s strategic goals (e.g., Operational
More from the job description
Celonis is the trusted platform to industrialize Enterprise AI. At our core is the Celonis Context Model — which combines process data, business knowledge, and intelligence into a living digital twin of the enterprise that AI can actually understand, turning AI's operational blind spots into operational clarity. World's leading companies trust Celonis and its global ecosystem of partners to make their AI agents, people, systems, and processes work together, achieving transformational outcomes. We believe there's a massive opportunity to unlock global productivity and sustainability by giving AI the context to understand how every business process really works. Join our mission to make processes work for people, companies, and the planet. The Role: We are looking for a Client Value Partner—a seasoned industry executive who can bridge the gap between high-level institutional strategy and complex technical execution. You will act as the primary accountable lead for one of our most strategic Global Banking accounts, translating C-level vision into realized P&L impact. This role requires more than standard client success; it requires a Program Director mindset. You will serve as the strategic architect for a massive transformation program, orchestrating execution across multiple parallel streams to link Celonis capabilities to key outcomes specific to Investment Banking, Global M [... source excerpt omitted ...] rm. Architect the "Office of the CFO/COO" Agenda: Design the roadmap for optimizing end-to-end value chains, specifically targeting Trade Lifecycle (Front-to-Back), Institutional Client Onboarding (KYC/AML), and Inter-company Reconciliations. Build the Board-Level Business Case: Construct robust business cases that articulate the financial impact of Process Intelligence on specific banking metrics (e.g., Cost-to-Income Ratios, Intraday Liquidity Management, RWA optimization, and Fails Management). Lead Value Assessments: Leverage industry benchmarks to quantify the value opportunity and present a multi-year strategic roadmap to C-Level executives (CIO, COO, CFO). Realize Va [... source excerpt omitted ...] ve relationship to deliver on the promise of a digital twin, managing the complexity of interconnected processes rather than isolated use cases. Mobilize the Ecosystem: Guide the client on organization design and the maturation of Centers of Excellence (CoE). You will mobilize global cross-functional teams to ensure seamless delivery across key regions (AMER, EMEA, APAC). Solve Systemic Challenges: Tackle difficult implementation hurdles by defining standards for Straight-Through Processing (STP), Exception Management, and regulatory reporting. Measure & Report: Derive improvement measures in core business functions, present realized value to senior management, and ensure th
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