Executive Partner - Financial Services Technology
Accounting & Finance, IT
Remote
Posted on Nov 11, 2026
Intellibus Consulting is a boutique engineering and AI transformation firm that builds mission-critical platforms for global financial institutions. They operate at the intersection of engineering excellence, business outcomes, and executive-level delivery. Overview We are seeking an experienced Executive Partner – Financial Services & FinTech Transformation to lead strategic client relationships and technology transformation initiatives within the financial services industry. This is a senior, client-facing leadership role requiring deep technical expertise and executive communication skills. Role Description You will serve as a trusted technology advisor to C-level executives, CIOs, CTOs, and senior business stakeholders. Responsibilities include leading architecture discussions, shaping technology roadmaps, guiding engineering teams, and converting complex business challenges into practical technical solutions. Ideal candidates have experience managing or growing enterprise technology accounts in the $2M–$20M range, focusing on building long-term client relationships and expanding strategic engagements. This role is not traditional account management or sales but requires a technologically credible leader comfortable with architectural and engineering discussions as well as executive engagement. Key Responsibilities Executive & Strategic Client Partnership Establish and maintain trusted relationships with C-level executives, CIOs, CTOs, and senior technology leaders. Act as the senior technology partner and strategic point of contact for key financial services clients. Understand client business objectives, challenges, organizational priorities, and long-term goals. Lead executive conversations, strategic reviews, roadmap discussions, and technology planning. Identify opportunities to expand engagements and develop long-term partnerships. Manage and grow enterprise client relationships, ideally $2M to $20M in annual business. Hands-On Architecture & Technical Leadership Lead enterprise architecture discussions and provide technical direction across complex financial services platforms. Use engineering background to challenge designs, review architectural decisions, and guide implementation. Work with architects, engineering leads, and teams to ensure solutions are scalable, secure, resilient, maintainable. Translate business requirements into architecture blueprints, system designs, integration strategies, and engineering plans. Lead discussions on distributed systems, microservices, APIs, event-driven architectures, cloud platforms, and integrations. Stay close to engineering execution providing practical technical guidance. Executive Architecture & Technical Presentations Create and present executive-level architecture diagrams and technical presentations. Translate complex technical concepts into clear visuals for executives and stakeholders. Develop architecture overviews, current/future state diagrams, blueprints, transformation roadmaps, and strategy decks. Present recommendations, trade-offs, risks, dependencies, and business implications. Lead architecture workshops communicating complex engineering concepts with clarity. Exceptional proficiency in PowerPoint, Google Slides, and visualization tools. Technology Transformation & Delivery Oversight Provide strategic oversight across multiple teams and technology workstreams. Ensure alignment between business goals, architecture decisions, engineering execution, and delivery outcomes. Guide modernization initiatives, platform transformation, system integrations, and tech programs. Oversee architecture, development, testing, deployment, release management, and production stability. Collaborate with engineering, DevOps, SRE, and infrastructure to address risks and improve reliability. Own escalations and drive resolution of complex technical and delivery challenges. Account Growth & Business Development Own growth and success of financial services accounts. Identify new technology initiatives, platform modernization, engineering transformation, and AI adoption opportunities. Collaborate with executives to understand emerging business needs and position technology capabilities. Partner with Intellibus leadership on account strategies, growth plans, and client engagement roadmaps. Support proposals, solution positioning, executive presentations, and strategic discussions. Build relationships to drive sustainable growth and long-term partnerships. Required Qualifications Engineering & Architecture Background 15+ years in software engineering, technology architecture, engineering leadership, or enterprise delivery. Must have started career as software engineer or possess strong hands-on software engineering experience. Proven leadership in architecture and technical design for enterprise-scale platforms. Strong understanding of distributed systems, microservices, APIs, event-driven architecture, cloud platforms, and integrations. Ability to challenge technical decisions and provide practical guidance. Experience in financial services, fintech, banking, capital markets, trading, or related platforms strongly preferred. Executive & Account Leadership Experience managing or leading large enterprise technology accounts, ideally around $20M annually. Experience working closely with CIOs, CTOs, C-level executives, and senior stakeholders. Ability to build trusted executive relationships and influence technology strategy. Proven account growth and client engagement expansion skills. Understanding of consulting business models, client delivery, and enterprise technology services. Architecture Communication & Presentation Skills Exceptional ability to create executive-ready architecture diagrams and presentations. Strong PowerPoint and Google Slides proficiency. Ability to explain complex architecture and engineering concepts to technical and non-technical audiences. Experience with architecture blueprints, solution diagrams, transformation roadmaps, and executive decks. Excellent verbal and written communication skills. Leadership & Consulting Experience Experience leading distributed teams and complex technology programs. Ability to balance strategic leadership with hands-on technical involvement. Comfortable in fast-paced consulting environments with changing priorities. Strong ownership mentality, problem-solving skills, and executive presence. Preferred Qualifications Experience with large financial services technology organizations and enterprise fintech platforms. Platform modernization, cloud transformation, and large system integration experience. Exposure to AWS, Azure, Kubernetes, Kafka, Java, and modern enterprise stacks. Experience with AI-driven transformation and identifying AI applications in financial services. MBA or equivalent business leadership experience a plus; engineering and commercial leadership more critical. What Success Looks Like Establish strong executive relationships and become a trusted technology advisor. Provide credible architecture leadership and guide technical decisions. Communicate complex technical solutions clearly through executive diagrams and presentations. Maintain alignment between client objectives, architecture, engineering, and delivery. Retain and expand strategic client relationships. Drive sustainable account growth and identify new opportunities. Ideal Candidate Profile Career growth from engineering into senior technology and client leadership. Potential titles include Principal Engineer, Distinguished Engineer, Enterprise Architect, CTO, VP of Engineering, Engineering Director, or Technology Consulting Partner. Must think like an engineer, lead like an architect, communicate like an executive, and own like a business partner. Enjoy solving complex tech problems, engaging with senior execs, building architecture strategies, and growing strategic financial services relationships. Hiring Process 15-minute introductory call with Intellibus leadership Proctored GQ assessment + Slideware presentation evaluation Technical & Delivery Leadership Interview (30–45 min) Executive Interview Offer If interested, please apply; the team will contact you within the hour.