About Incedo
Incedo Inc. is a high-growth Digital, Data and AI Transformation Specialist firm headquartered in New Jersey. We are a long-term strategy execution partner for Fortune 500 enterprises, operating at the intersection of business and technology. We serve clients across 5 key industries - Banking & Payments, Wealth Management, Telecom, Hi-Tech and Life Sciences.
Incedo delivers ROI from AI @ Scale by leveraging the ‘Power of 3’:
1.Deep domain expertise: Deep understanding of industries with an ability to identify and solve specific business problems.
2. AI & Data: Integration of Data and AI capabilities with business priorities to deliver impact and ROI
3. Engineering & Operations: Excellence for building digital platforms, driving modernization, integration and tech operations.
Role Overview
We are seeking a seasoned Client Partner to drive the next phase of growth in our Wealth Management portfolio. The ideal candidate will have strong relationships within Wealth Management and/or Capital Markets industry with a proven track record in expanding strategic accounts. This role will focus on expanding relationships, opening new business units, winning large strategic deals, and positioning Incedo as a long-term transformation partner across digital, data, and AI-led modernization initiatives
Key Responsibilities:
Account Growth & New Business Development
- Drive substantial growth and scale account toward $30M+
- Open and expand relationships in new business units; generate qualified leads.
- Manage end-to-end sales cycle—from opportunity identification to closure.
Strategic Positioning & Stakeholder Management
- Position Incedo as a strategic partner across business, technology, and procurement.
- Strengthening executive and procurement relationships to accelerate contracting and
onboarding.
- Shape executive-level narratives to align Incedo offerings with business priorities.
Deal Shaping & Value Expansion
- Identify, pursue, and win large, multi-year digital / data / AI engagements.
- Drive cross-sell and up-sell to broaden footprint within the account
- Partner with delivery and solutions teams to develop compelling propositions.
Governance & Forecasting
- Maintain rigorous pipeline development and forecasting discipline.
- Track execution, revenue performance, and account health metrics
Core Skills & Competencies
- Strong experience selling into Wealth Management or Capital Markets industry.
- Industry domain depth and proven experience in selling digital, data, and AI-led transformation
- Demonstrated ability to grow and scale strategic accounts.
- Proven success in structuring and closing large, multi-year deals..
- Deep familiarity with procurement and contracting cycles.
- Strong executive presence and communication / storytelling ability.
Traits & Success Factors
- Ability to influence and build trust with senior / CXO stakeholders.
- Highly proactive; strong ownership and deal-making instinct.
- Strong relationship-builder and ecosystem connector.
- Collaborative across delivery, solutions, and leadership teams.
- Ability to represent Incedo confidently in external forums
Qualifications & Experience
- 10+ years in enterprise sales / account growth within BFSI.
- Experience growing strategic accounts and securing large transformation deals.
- Bachelor’s degree required; master’s preferred.
- Wealth Management sector experience highly preferred
