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Client Partner – Financial Services (New Jersey)
Ref No.: 26-00062
Location: New Jersey, New Jersey
Position Type:Direct Placement
Role Overview
The Client Partner is responsible for owning, growing, and expanding strategic Financial Services accounts, with a strong focus on long-term relationship management, MSA expansion, and revenue growth. This role is designed for a farmer profile with deep experience managing complex, enterprise Financial Services clients.
This position requires prior professional experience at Bloomberg. Candidates without direct Bloomberg experience will not be considered.

Key Responsibilities
  • Own and manage strategic Financial Services client relationships with full accountability for revenue growth and account health.
  • Act as the primary executive point of contact, engaging senior business and technology stakeholders.
  • Drive MSA development and expansion, including renewals, scope extensions, and commercial negotiations.
  • Identify and execute cross-sell and upsell opportunities across software, engineering, cloud, data, and digital services.
  • Build and maintain a predictable, account-based pipeline.
  • Partner with delivery and operations teams to ensure execution quality and client satisfaction.
  • Lead account planning, forecasting, and commercial governance.
  • Represent the client internally and ensure alignment across internal teams.
Required Profile
  • 5–15 years of experience in Financial Services sales or account management within technology or software services.
  • Mandatory prior experience working at Bloomberg (any commercial, account, or client-facing role).
  • Strong understanding of capital markets, financial data platforms, and institutional client environments.
  • Proven track record of expanding MSAs and growing existing enterprise accounts.
  • Executive-level communication and negotiation skills.
Strong farming mindset with long-term client ownership.