Celonis

Celonis

Client Value Partner (CVP) - Financial Services Industry

New York, US, New York · Exec · Full-time

No sponsorship$233k-$270kDetected 69 days ago
SwiftComplianceAccessibilityStakeholder ManagementLeadershipMentoringPublic Speaking

About the role

  • 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.

Responsibilities

  • 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.
  • Drive the "Digital Twin"
  • Lead the executive relationship to deliver on the promise of a digital twin, managing the complexity of interconnected processes rather than isolated use cases.
  • Guide the client on organization design and the maturation of Centers of Excellence (CoE).
  • Build a strategic expansion roadmap to embed Celonis as the default business transformation platform across the bank.
  • Join a mission-led organization where our core values-Live for Customer Value, The Best Team Wins, We Own It, and Earth Is Our Future-drive every decision.
  • 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.
  • You will manage multiple execution streams simultaneously, ensuring alignment between siloed divisions (e.g., aligning Equities Ops with Reference Data and Compliance).
  • Drive the "Digital Twin" Agenda: Lead the executive 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).

Requirements

  • You possess granular knowledge of the Capital Markets value chain.
  • You have managed initiatives where multiple projects run in parallel under one strategic umbrella, requiring strict dependency management and cross-functional alignment.
  • Capital Markets Fluency: You possess granular knowledge of the Capital Markets value chain.
  • Degree in Business, Finance, Economics, or related field.

Nice to have

  • 15+ years of relevant experience, ideally combining tenure at a top-tier Investment Bank, Asset Manager, or Custodian with Strategy Consulting.
  • You must understand the pressure of the trading floor and the complexity of the back office.
  • Deep Institutional Experience: 15+ years of relevant experience, ideally combining tenure at a top-tier Investment Bank, Asset Manager, or Custodian with Strategy Consulting.

Skills

  • Cloud modernization, Swift, FIX protocol) and how to apply Process Intelligence within that landscape.
  • Elevate your skills through our 70-20-10 learning framework, mentorship programs, and access to a dedicated learning platform.

Compensation

  • The base salary range below is for the role in New York, based on a Full Time Schedule.
  • $233,000 - $270,000 USD

Benefits

  • Total compensation package will include base salary + bonus/commission + equity + benefits (health, dental, life, 401k, and paid time off).
  • Benefit from our inclusive parental leave policy-24 weeks of fully paid leave for primary carers and 12 weeks for supporting carers, available from your first day of employment.
  • Prioritize your health with subsidized Wellhub memberships, mental health counseling, and dedicated "Wellness Weeks" that prioritize work/life balance.
  • Participate in annual Impact Days, where you receive paid time off to volunteer for community and environmental causes with your local office, or virtually.
  • 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.
  • Enjoy Unlimited PTO (in applicable regions) and generous PTO globally, as well as a flexible hybrid work model that balances remote focus with vibrant office collaboration.

Company info

  • Celonis makes processes work - for people, companies, and the planet. Powered by process mining and AI, the Celonis Process Intelligence Platform integrates process data and business context to create a living digital twin of business operations. We enable thousands of companies worldwide to understand how their business actually runs and, together with their partners, build intelligent solutions that transform and continuously improve the way they operate - unlocking billions in value. Celonis is headquartered in Munich, Germany, and New York City, USA, with more than 20 offices worldwide.
  • Get familiar with the Celonis Process Intelligence Platform by watching this video.
  • Celonis Inclusion Statement:
  • At Celonis, we believe our people make us who we are and that "The Best Team Wins". We know that the best teams are made up of people who bring different perspectives to the table. And when everyone feels included, able to speak up and knows their voice is heard - that's when creativity and innovation happen.
  • Celonis makes processes work - for people, companies, and the planet.
  • Powered by process mining and AI, the Celonis Process Intelligence Platform integrates process data and business context to create a living digital twin of business operations.
  • We enable thousands of companies worldwide to understand how their business actually runs and, together with their partners, build intelligent solutions that transform and continuously improve the way they operate - unlocking billions in value.
  • Celonis is headquartered in Munich, Germany, and New York City, USA, with more than 20 offices worldwide.
  • At Celonis, we believe our people make us who we are and that "The Best Team Wins".
  • We know that the best teams are made up of people who bring different perspectives to the table.
  • And when everyone feels included, able to speak up and knows their voice is heard - that's when creativity and innovation happen.
  • Your Privacy:
  • Any information you submit to Celonis as part of your application will be processed in accordance with Celonis' Accessibility and Candidate Notices
  • Please be aware of common job offer scams, impersonators and frauds.

Visa & Work Authorization

  • Visa sponsorship is not offered for this role.
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This listing is sourced directly from Celonis's careers page and normalized into a canonical job model.