Client Partner – Wealth & Asset Management

London, UK

Ranked as #12 on Forbes’ List of 25 Fastest Growing Public Tech Companies for 2017, EPAM is committed to providing our global team of 30,100+ EPAMers with inspiring careers from day one. EPAMers lead with passion and honesty, and think creatively. Our people are the source of our success and we value collaboration, try to always understand our customers’ business, and strive for the highest standards of excellence. No matter where you are located, you’ll join a dedicated, diverse community that will help you discover your fullest potential.


The role will be to oversee management of EPAM clients’ relationships within the Banking and Finance Services. The Account Manager will be accountable for the overall project delivery, client satisfaction and management of expectations while ensuring that the work is on strategy, on time and within budget.


  • Co-ordinate the preparation of customer proposals and statements of work;
  • Accountable for PnL within portfolio;
  • Participates in new business development;
  • Deliver customer projects successfully;
  • Arrange commercial cover on customer engagements in Banking and Finance;
  • Manage customer expectations and relationship;
  • Ensure that projects are delivered in line with EPAM process and methodologies;
  • Address customer issues during an engagement;
  • Make sure that the customer executes their responsibilities on the engagements;
  • Identify and manage engagement risks and flag major issues early;
  • Participate in overall project management, time estimation, and resource scheduling;
  • Oversee engagement revenue and resource forecasts;
  • Oversee engagement timesheets and billing information;
  • Oversee the preparation of the weekly/monthly engagement reports;
  • Oversee the estimations on time frames, quality and quantity of resources required to successfully implement projects; develops project plan incorporating all project variables;
  • Establishes criteria concerning deliverability, performance, maintenance, design and costs;
  • Assist in analyzing client processes through needs analysis and recommending new business models, workflows, or innovative solutions;
  • Contribute to and manage engagement and process improvements;
  • Suggest innovative solutions to business problems/processes that leverage technology to provide marketing differentiation, efficiency improvements, and better user experiences;
  • Occasional mentoring of peers, including making sure that the offshore and onsite project team undertakes their duties effectively;
  • Travel to client sites as needed.


  • Minimum of a Bachelor’s degree, MBA or equivalent business experience preferred;
  • Deep understanding of the Asset Management business. Ability to consult CXO level stakeholders on trends & opportunities with Digital, Business & Technology transformation;
  • Hunger to consultatively sell new services, with a demonstrated track record of over delivery against targets;
  • Senior Account/ PM experience within Banking and Finance Services industry and experience managing and working with offshore application development teams (preferably Eastern Europe);
  • 5-10 years of outsourcing account/delivery management;
  • 5+ years project management experience;
  • Strong understanding of software development;
  • Requires the ability to establish solid working relationships with clients, plus the ability to work effectively as a virtual member of a dynamic, dispersed team and to meet deadlines;
  • Excellent communication, presentation, organizational, and planning skills are necessary;
  • Self-motivated, multitasking, reliable to deliver on time, a quick-thinker, be able to work in a fast-paced work environment.

What We Offer

  • We offer a range of discretionary benefits from time to time, including:
    • Group personal pension plan;
    • Group life assurance;
    • Group income protection;
    • Critical illness cover;
    • Private medical insurance;
    • Private dental care;
    • Cycle scheme;
    • Season ticket loan;
    • Employee assistance program;
    • Friday lunch;
    • On-site massage;
    • Social events;
    • Baby basket;
    • 1 day off for your wedding;
    • Tech purchase scheme;
    • Gym discount;
    • Unlimited access to LinkedIn learning solutions.
  • Some of these benefits may be available only after you have passed your probationary period.