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Client Engagement Director - BFS

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Client Engagement Director – Banking & Financial Services
Position Overview
We are looking for an ambitious, commercially-minded and relationship-driven Client Engagement Director to join our Banking & Financial Services (BFS) team.
This is an exciting opportunity for an emerging client leader who wants to accelerate their career within a global digital services organisation. Working alongside an experienced Client Partner, you will play a key role in managing and growing a portfolio of leading banking and financial services clients, helping to identify new opportunities, strengthen executive relationships, and ensure the successful delivery of strategic technology and transformation programmes.
We are looking for 5+ years engagement manager experience where you have been accountable for end-to-end account success, including sales, delivery, revenue growth, stakeholder management, and overall client satisfaction.
This role is ideal for someone with 5+ years of experience in IT services, consulting, technology sales, account management or client engagement who is ready to take the next step towards a future Client Partner or Account Director career path.
We're looking for a self-starter, a relationship builder, and someone who thrives in a fast-paced environment where initiative, curiosity and commercial thinking are rewarded.
Why This Role?
This is not a traditional account management position.
You will have the opportunity to:
- Work directly with senior Client Partners and BFS industry leaders.
- Build relationships with some of the world's largest banks, insurers and financial institutions.
- Contribute to multi-million-pound technology transformation programmes.
- Gain exposure to AI, Data, Cloud, Digital Engineering and Business Transformation solutions.
- Learn how strategic accounts are managed and grown.
- Fast-track your development into a future Client Partner leadership role.
Key Responsibilities
Client Relationship Management
- Support the Client Partner in managing and developing strategic client relationships across a portfolio of Banking & Financial Services accounts.
- Build strong relationships with key client stakeholders across business and technology functions.
- Become a trusted and responsive point of contact for day-to-day account activities.
- Understand client priorities, challenges and business objectives to identify opportunities where our capabilities can add value.
- Help coordinate executive meetings, account reviews and strategic planning sessions.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
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Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
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Account Growth & Opportunity Development
- Actively identify opportunities to expand existing client relationships.
- Work with internal consulting, delivery and solution teams to position new capabilities and services.
- Support pipeline development, opportunity qualification and proposal activities.
- Track account growth plans and contribute to achieving revenue targets across the portfolio.
- Monitor market trends and competitor activity within the Banking & Financial Services sector.
Delivery Collaboration
- Partner closely with delivery teams to ensure successful execution of client engagements.
- Monitor client satisfaction and proactively address risks or concerns.
- Support governance activities, steering committees and programme reviews.
- Help ensure projects are delivered in line with client expectations and contractual commitments.
Commercial & Account Management
- Support forecasting, account planning and revenue tracking activities.
- Assist in the creation of business cases, proposals, presentations and client-facing materials.
- Maintain account plans and stakeholder maps.
- Contribute to account strategy discussions and growth initiatives.
Strategic Thinking & Innovation
- Stay informed on industry trends, digital transformation initiatives and emerging technologies within the BFS sector.
- Bring fresh ideas and innovative thinking to client challenges.
- Collaborate with subject matter experts to develop compelling solutions around AI, Data, Cloud, Automation and Digital Transformation.
- Look for opportunities to enhance client value and differentiate our offerings.
Ideal Candidate Profile
- 5+ years of experience within IT Services, Technology Consulting, Digital Transformation, Account Management, Client Engagement or Technology Sales.
- Experience working with Banking and Financial Services clients, either directly or through a consulting/services organisation.
- Strong interest in building a long-term career in client leadership and account growth.
- Demonstrated ability to build and maintain stakeholder relationships.
- Commercial mindset with the ability to identify business opportunities and drive client value.
- Strong communication, presentation and influencing skills.
- Comfortable interacting with stakeholders across both business and technology functions.
- Experience working in a global delivery environment would be advantageous.
- Highly organised, proactive and capable of managing multiple priorities.
- Bachelor's degree or equivalent professional experience.


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What Will Make You Stand Out?
- Experience supporting large banking, insurance, wealth management or payments accounts.
- Exposure to digital transformation, cloud, AI, data or modernisation programmes.
- Experience contributing to RFPs, bids, proposals or solution development.
- Proven examples of growing client relationships or generating new business opportunities.
- A genuine passion for technology and how it can transform financial services organisations.
Professional Traits Required for Success
We are looking for individuals who demonstrate:
- A strong sense of ownership and accountability.
- Energy, ambition and a genuine "go-getter" mentality.
- A passion for delivering outstanding client experiences.
- Curiosity and a continuous learning mindset.
- Commercial awareness and growth-oriented thinking.
- Strong judgement and professional integrity.
- The ability to build trust quickly and influence without authority.
- Resilience and adaptability in a fast-changing environment.
- Strategic thinking combined with a willingness to roll up their sleeves and get things done.
- A collaborative approach and ability to work effectively across multiple teams and stakeholders.
Career Opportunity
For the right individual, this role provides a clear pathway into a future Client Partner, Account Director or Strategic Account Leadership position. You will work closely with experienced leaders, gain exposure to major strategic accounts, and develop the commercial, relationship and leadership skills required to build a successful career in client management within the Banking & Financial Services sector.
If you're ambitious, commercially driven, relationship-focused and ready to accelerate your career, we'd love to hear from you.
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