Senior hands-on tech lead/solution architect for Banking & Capital Markets driving client relationships, solution design, proposals, and delivery of data modernization, streaming, and cloud-based data platforms. Leads cross-functional teams, mentors staff, supports revenue growth through upsell/cross-sell, and provides industry thought leadership and technical strategy.
We are seeking a dynamic and experienced hands-on tech lead in our Banking and Capital Markets practice. This role focuses on driving collaboration across internal teams and clients to deliver integrated solutions that create measurable business impact.
The role will act as a key connector, ensuring alignment between advisory, technology, and operations, while strengthening client relationships and supporting revenue growth across multiple engagements.
Client Engagement & Relationship Management
- Build and maintain strong relationships with key banking and capital markets clients.
- Act as the primary contact for strategic discussions, understanding client needs and identifying opportunities for value creation through consultative engagement.
- This position requires a blend of technical expertise, client relationship management, and business acumen to achieve ambitious growth targets in a fast-paced financial landscape.
Solution & Proposal Development
- Lead development of tailored technical proposals in collaboration with cross-functional teams.
- Design innovative solutions in areas like data modernization, digital transformation, and fintech integration, ensuring proposals are practical, competitive, and aligned with best practices.
Account & Revenue Growth
- Monitor account performance and drive growth through upsell and cross-sell opportunities.
- Achieve revenue targets by expanding service offerings and leveraging emerging technologies such as AI, cloud, and data platforms.
- Leadership & Delivery Oversight
- Coordinate across advisory, technology, and operations teams to ensure seamless delivery. Promote collaboration, resolve interdependencies, and foster knowledge sharing for efficiency and innovation.
- Market Awareness & Thought Leadership
- Stay current on industry trends, regulatory changes, and competitive dynamics. Contribute to thought leadership through client presentations, webinars, and whitepapers.
- Responsible for enabling communication between clients, other EXL business units, internal support staff, as well as multi-functional and multi-shore project teams.
- Team Development, mentor and guide junior team members, fostering a high-performance culture and building capabilities in client management and solution design.
Key Qualifications:
- Strong Hands-on development experience, Tech Lead, focused on ETL technologies, SQL and Big Data technologies.
- MongoDB, Kafka, Elasticsearch and APIs
- Experience in building data pipelines to load/unload data from NoSQL DB and In-memory caching databases.
- Experience in processing large amounts of structured and unstructured data, including integrating data from multiple sources.
- Experience in streaming technologies
- Experience in cloud technologies (AWS/GCP/Azure) and key services (Storage, Compute, and Databases).
- 10+ years in banking, capital markets, or financial consulting, with at least 5 years in a leadership or client-facing role.
- Proven track record in managing multimillion-dollar accounts, driving revenue growth, and leading cross-functional teams.
- Strong expertise in technical design discussions and the ability to provide strategic consulting to enable large-scale engagements is essential for this role.
Skills
- Extensive experience in banking and capital markets, covering trading, risk management, regulatory compliance, and digital transformation.
- Strong technical foundation with exposure to fintech, data analytics, cloud platforms, and AI-driven solutions.
- Familiarity with modern technology ecosystems such as hyperscalers (AWS, Azure, GCP), Databricks, Snowflake, and emerging AI/ML tools.
- Ability to manage and lead technical delivery teams, ensuring successful execution of client engagements.
- Skilled in proposal development, technical workflow design, and driving large-scale implementations.
- Excellent communication and presentation skills, capable of translating complex concepts for diverse audiences.
- Proven ability to handle multiple engagements simultaneously, balancing priorities in a matrixed environment.
- Strong understanding of Enterprise Data Management (EDM) solutions and related tools, enabling informed client discussions.
- Adept at adapting methodologies to client needs to deliver value and maintain profitability.
- Experience in mentoring teams and conducting internal training programs.
- Ability to resolve conflicts effectively and maintain strong client relationships.
The typical base pay range for this role across the U.S. is USD $160,000 - $200,000 per year.
For more information on benefits and what we offer please visit us at https://www.exlservice.com/us-careers-and-benefits
The posted range is the hiring range for this role — a subset of the broader range available to employees over time — and reflects base salary across our national hiring scale.
Final offers are based on several factors, including the candidate's skills and experience, internal pay equity, work location, market conditions for the role, and the specific scope and responsibilities of the position.
The top of the range is reserved for candidates who notably exceed the requirements; the lower end applies to those with less experience or fewer preferred qualifications. For positions based in higher-cost zones (e.g., California, New York, New Jersey), actual compensation may exceed the posted range; your recruiter will share specifics during the process.
Similar Jobs
Consumer Web • eCommerce • Information Technology • Retail • Software • Analytics • App development
Coordinate end-to-end installation projects for customers by tracking progress, scheduling within SLAs, documenting interactions, resolving work order issues, and communicating with customers, service providers, stores and vendors. Maintain compliance documentation, use systems (Installation Management System, myRedVest, Salesforce), deliver customer support via inbound/outbound calls, and adapt to process changes while meeting performance goals.
Top Skills:
Installation Management SystemMyredvestSalesforce
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Customer Care Advocate guides customers through complex insurance-related inquiries, using AI tools to enhance service accuracy and efficiency while ensuring compliance and customer confidence.
Top Skills:
Ai-Powered ToolsCustomer Relationship Management
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Lead development and lifecycle management of supplemental health insurance products (Critical Illness, Cancer, Accident, Hospital Indemnity). Drive market research, competitive analysis, go-to-market plans, and cross-functional launches working with Pricing, Contracts, Operations, Technology, Training, and Sales to deliver product strategy and execution.
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
