Braun Board

Client Partner, Financial Services

Ember Group Consulting · Charlotte, NC

Base
Not disclosed
OTE
Not disclosed
Quota attainment
Not disclosed
Posted
11d ago

Why it matters: OTE tells you what you could earn. Attainment tells you how realistic it is.

Ask: “What percentage of fully ramped reps hit quota last year?”

Still open · checked 2h agoon Ember Group Consulting's careers page

The job

What you'd do
Owns and grows existing relationships with large banks, asset managers, insurers, and payments firms, selling multi-year consulting workstreams, MSAs, and expanded scope to C-suite executives.
Who you'd sell to
COOs, CFOs, CROs, CCOs and line-of-business leaders at big companiesIn their words: “Serve as the senior, trusted advisor to executives across your accounts (COO, CFO, CRO, CCO, and line-of-business leaders).”
Where deals come from
Mostly handed to you: inbound leads or a set list of customers.

The Braun Read

Ask hard questions

Too much is left unsaid. Make them answer before you invest.

Pay
No pay listed at all.
Transparency
Says nothing about quota, attainment, deal size, territory or sales cycle.
Time on market
Open 11 days.
Company hiring
4 sales roles open, hiring at a steady pace.

Red lights

None spotted.

Green lights

  • SDR or inbound support. You won't be building all of your own pipeline from zero.

Based only on what the posting says. Lights are a starting point for your first call, not a final judgment.

Questions to ask on the first call

Built from what this posting leaves out. How they answer tells you as much as what they say.

  1. 1.

    What percentage of fully ramped reps hit quota last year?

    OTE is what you could earn. This is how likely you are to earn it.

  2. 2.

    What percentage of reps on the team have been here more than 18 months?

    Tenure shows whether people stay long enough to get paid.

  3. 3.

    Has the comp plan changed in the last 12 to 18 months? What changed?

    A plan that changes every year means the goalposts keep moving.

  4. 4.

    Who sits with reps and reviews calls each week?

    Coaching is often what's behind a good or bad attainment number.

  5. 5.

    What are the base and the OTE for this role?

    No point investing hours before you know the number.

  6. 6.

    Why is this role open? Did someone leave, or is it new?

    New headcount is growth. A replacement means someone left. Ask why.

› When the offer comes

Save these for later. They land better once they've said yes to you.

  1. 1.

    Can I see the full comp plan in writing, including clawbacks and accelerators?

    What's in writing is what gets paid. Read it before you sign.

  2. 2.

    Can I see the actual comp distribution for the team last year, not just the OTE?

    The spread shows what most reps really take home. OTE is just the target.

  3. 3.

    I'd be walking away from earned commission to join. Is there room for a sign-on bonus to help cover that?

    Leaving money behind is a fair reason to ask. The worst answer is no.

Josh's top five questions for any sales interview →

Got an offer from Ember Group Consulting? Not sure about it?Ask me. I read every message myself. · JoshAsk Josh
+ Add offer details (optional)

Goes straight to my inbox. I never share it with employers or recruiters.

Full posting
Client Partner, Financial Services Ember Group Consulting is an award-winning global management consulting firm founded & headquartered in Charlotte, NC. We partner with leaders to ignite transformational and sustainable change, bringing fresh perspectives from highly skilled consultants who integrate directly into client teams. We don't just light the fire; we equip clients with the tools and knowledge for long-term success. Ember was named a Consulting Magazine Best Firm to Work For in 2026. We spark. You ignite. Location: Charlotte, NC (preferred) · Experience: 10+ years of financial services consulting leadership The role: Ember is looking for a Client Partner to lead our Financial Services portfolio. You'll own our existing relationships with banks, asset managers, insurers, and payments firms, grow them into multi-year partnerships, and be fully accountable for their revenue and the quality of our work. Every Ember consultant serving our clients reports up through you. What you'll own - Client relationships. Serve as the senior, trusted advisor to executives across your accounts (COO, CFO, CRO, CCO, and line-of-business leaders). Know their priorities before they're on the agenda. - Growth & Revenue. Own the annual revenue budget for your portfolio. Build account plans, forecast accurately, and expand scope through new workstreams, MSAs, and preferred supplier status. - Quality. Own delivery excellence on every engagement. Set the standard, review the work, and resolve issues before they reach the client. - People. Lead the consultants placed at your clients. Coach engagement principals and managers, staff the right talent, and drive utilization and retention. - Firm building. Shape Ember's FS offerings in areas such as regulatory remediation, risk and compliance, finance transformation, AI governance, and operations. Partner with leadership on pricing, rate cards, and go-to-market. - Talent planning. Partner with Ember's Talent team to anticipate recruiting needs. Read market and regulatory trends, spot where client demand is heading, and build the bench before the work arrives. - Thought capital. Bring fresh, practical points of view to your clients on what's changing in financial services and what to do about it. Contribute to Ember's insights, events, and executive conversations. Requirements What you bring - 10+ years of management consulting experience in financial services, including significant time as a partner, principal, or account lead - Proven record of owning and growing client accounts against a revenue target - Deep familiarity with how large financial institutions buy consulting: procurement, vendor management, and supplier programs - Working knowledge of the FS regulatory landscape (OCC, Fed, CFPB, SEC, FINRA, state insurance regulators) - Experience leading consulting teams embedded at client sites - An established network in the Charlotte banking community is a strong plus - Bachelor's degree required; MBA, CPA, CFA, or FRM preferred Success in year one - Revenue budget met or exceeded across your portfolio - At least one new workstream or expansion at each anchor client - Consultants report clear leadership, feedback, and growth paths
Apply →