Client Relationship Executive (CRE) - Financial Services - Sales Vice President, Strategic Relationship Management
$151.4k - $311kDeloitte
Position Summary Client Relationship Executive (CRE) – Financial Services Are you driven by a passion for spearheading industry-leading business development initiatives? Do you excel in cultivating business relationships with clients? If so, a career as a Client Relationship Executive could be the role of a lifetime for you. Deloitte is seeking high-performing, entrepreneurial professionals to drive strategic relationships and business development with our most sophisticated Financial Services clients. In this role, candidates will focus on one or two specific Investment Management clients. The CRE will drive demand-generation through the depth and breadth of relationships at designated clients, leading to net-new value and growth for Deloitte. Key Responsibilities Build and own relationships with key executives and decision-makers at all levelsExecute against relationship strategies by monetizing relationships to drive value and impactIdentify solutions that meet client needs and support fulfillment of personal and account white space goalsDrive exploratory conversations with clients that reflect our business’ storefront offeringsIdentify and pursue new (“greenfield” and “white space”) opportunities, leveraging personal, professional, and firm networksRepresent “voice of customer” by bringing deep client and industry knowledge throughout sales lifecycleCollaborate and team across industries and sectors and with Lead Client Service Partners and other account leaders to drive growthBe a market sensor—providing proactive feedback on market shifts, competitive insights and “voice of the customer”Understand client’s buying processes and budget cycle, as well as the client’s business and strategic prioritiesConnecting Deloitte capabilities and assets to client strategy, challenges and executive prioritiesContribute client and industry knowledge to development of account strategy and proactively understand relevant case studies and offerings Basic Qualifications Bachelor’s degreeNew York; Philadelphia; Baltimore10+ years of professional experience5 years minimum experience working in or serving the Financial Services industryAbility to travel 0-20%, on average, based on the work you do, and the clients and you serve Preferred Qualifications Education: MBALocation: New York; Philadelphia; Baltimore Experience:10+ years of experience as a relationship and/or business development executive working at or serving Financial Services organizationsStrong professional services sales experience and Investment Management domain knowledgeProven track record in selling and/or delivering consulting, tax and advisory services to large global complex Fortune 100 organizationsDemonstrable relationship building experience, which increased account penetration and led to increased revenue opportunities with new and existing clients—as well as ability to leverage pre-existing network of clients or contacts in the marketplaceExperience working with strategic alliances and partners to collaborate on potential opportunitiesProven ability to assemble, collaborate and influence cross-functional teams to deliver differentiated proposalsSuccess in playing a leading role within an account team framework (i.e., working effectively with Lead Client Service Partners, Service Line/Industry leaders, practitioners, and other business development professionals)Proven track record cultivating and managing client procurement/sourcing relationships across the client enterprise and line of businesses For individuals assigned and/or hired to work in New York state, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to New York state and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $151400 to $311000.
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Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at View email address on click.appcast.io. Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Services LP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Requisition code: 358805 Job ID 358805 Strategic Relationship ManagementSame job available in 8 locations$151.4k - $311k
...Deloitte Services LP is seeking... ...candidates to pursue strategic relationships at our... ...relationship management skills and a... ...two specific clients and have responsibility... ...Relationship Executive (CRE) is... ...teams during the sales processWorking... ...business and financial plan is...Suggested$98.96k - $148.44k
...and Business Sales, WealthCompany... ...retaining customer relationships by maximizing... ...prospective clients. Individuals... ...Credit, and Cash Management products and... ...relationships to execute sales... ...products and services that fit their... ...assimilate complex financial and company operating...SuggestedFull time- Enterprise Financial Services Corp. is searching for a VP, Relationship Manager in Wisconsin. This role focuses on developing and maintaining commercial loan accounts and ensuring excellent customer relationships. Ideal candidates possess strong skills in credit underwriting...Suggested
- ...Square, NY, to source and retain customer relationships while maximizing sales opportunities. This role involves being a... ...matter expert in Deposit, Credit, and Cash Management products, and delivering exceptional customer service. The ideal candidate will have 5-8 years of...Suggested
- ...focus on acquisition of new clients and expanding relationships with existing clients.... ...business referrals from Senior Management, the branch network or... ....Maintain, grow and service assigned portfolios and appropriately... ...in possession of current financial information and that the...Suggested
$100k
...experienced Commercial Relationship Managers, Business Bankers,... ...advisors can evaluate the client's entire capital need... ..., package, and execute transactions. Develop... .... Understands financial statements, credit, cash... ...asset-based lending, strategic advisory, and...Full timePart timeBank staffWork at officeRemote workFlexible hours$88.4k - $132.6k
...Category: Private Client Coverage, WealthCompany... ...: CitiThe Wealth Relationship Mgmt. (Branch) Sr.... .../or facilitating services to others in area... ...segment with financial planning and excellent... ...by maximizing sale and service opportunities... ..., Relationship Manager, etc.)Organize...Full timeWork at office$10 per hour
...focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business... ...suite of products and services; follow up with clients... ...the U.S. in credit card sales and deposit growth and...Work experience placementWork at office- ...focus on acquisition of new clients and expanding relationships with existing clients.... ...business referrals from Senior Management, the branch network or... .... Maintain, grow and service assigned portfolios and appropriately... ...in possession of current financial information and that the...
- Chase is seeking a Business Relationship Manager to manage a portfolio of 70-90 small to mid-size business clients, delivering tailored banking solutions and advice. The... .... The BRM will engage clients with strategic financial guidance, connect them to Wealth Management...
- ...Pharmacy looking for additional income, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry... ...provides an excellent opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through...Currently hiringWork at officeRemote work
- ...Pharmacy Relationship Manager Whether you are working in a pharmacy looking for additional income, a seasoned healthcare sales expert, or aspiring to break into the medical sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity for you....Work at office
- ...Title: North American Customer Relationship Manager Location: Franklin, NY... ...plus benefits Our client is a leader in U.S. Customs... ...commitment to exceptional client service. Position Overview... ...to inquiries, and offer strategic recommendations that elevate...Temporary workWork at officeLocal areaWorldwide
- Healthcare Marketing Group, LLC is seeking a Pharmacy Relationship Manager to drive growth by educating Pharmacy Staff and Healthcare Providers about our Pharmacy Savings Card, which offers up to 80% savings. This role involves visiting medical offices in your area, working...Remote jobWork at office
- JPMorganChase is seeking a Private Client Banker to represent our brand, deliver premier service, and manage the banking relationships of Chase's affluent clients within a branch setting... ...referrals and delivering tailored financial solutions through a proactive advisory approach...
$89.2k - $101.7k
## Relationship ManagerApplylocations: Jericho,... ...5370Relationship Manager**Relationship Manager... ...? Does being a strategic thinker strike a... ...with dealers and sales managers while... ...high level customer service to our internal... ...of experience in Financial Services or at least...Full timePart timeWork at officeLocal area- VP, Relationship Manager Enterprise Bank & Trust... ...accounts and client relationships... ...in providing financial solutions to both... ...owners, C-level executives, COIs, etc.... ...prospect profiles; strategize and execute a... ...and team sales objectives for... ...lines. Manage and service commercial...
- ...for sourcing and retaining customer relationships. The ideal candidate should have... ...banking experience and a solid grasp of sales and customer service. In this role, you will lead cross-functional teams, manage credit requests, and execute integrated sales plans. A Bachelor'...
$98.96k - $148.44k
...Citi is seeking a Business Banker in Huntington, New York to proactively manage customer relationships and maximize sales opportunities. This role involves expanding a book of business and ensuring a world-class customer experience. The ideal candidate will have 5-8 years...- ...Banker in West Babylon, NY to manage a mass affluent client portfolio with proactive... ...outreach. The role emphasizes relationship growth, personalized... ...specialists to meet clients' financial needs. A solid banking background, consultative sales skills, and familiarity with...
$87.4k - $99.7k
...to apply for the Relationship Manager role at Capital One... ...? Does being a strategic thinker strike a... ...with dealers and sales managers while providing... ...level customer service to our internal... ...of experience in Financial Services or at... ...Officer Account Executive Team Lead, Media...Full timePart timeLocal area$61.07k - $107.49k
...Associate Relationship Manager Location: Jericho, NY... ...and maintaining client relationships ensuring... ...of customer service and support. This... ...Provides support group sales efforts with... ...Experience with financial products, services... ...performance and drive strategic results....Local area$85k - $115k
...expertise helps support our clients' regional and global... ...!JOB OVERVIEW:The Relationship Manager in EPIC Private... ...providing exceptional service and guidance to a group... ...guidelines.Look for sales opportunities by account... ...environment.Account Executives are expected to avoid...Hourly payFull timeLocal area- ...focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. If you are customer... ...business products and services with understanding of... ...the U.S. in credit card sales and deposit growth and have...Work experience placement
- ...proven C&I Senior Relationship Manager to play a key role... ...closely with business clients, delivering tailored financial solutions that... ...decisions, and lead strategic client engagements... ...of products and services to meet the financial... ...disciplined execution, and build a simpler...Full timeLocal areaWork from homeFlexible hours
$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst SAFE Act based in Huntington, New York. This... ...role requires extensive experience in financial services, with responsibilities including building client relationships, assessing complex financial needs...Full time$80k - $120k
...Personal Lines Private Client Account Executive Job Description... ..., mortgage services – and more. In the... ...maintaining strong relationships with their clients keeping... ...resources appropriately. Manage the renewal process... ...subscription. ~ Financial Wellness: Immediate...Work at officeImmediate startFlexible hours$120k - $150k
...loans, Owner Occupied CRE and SBA loans a plus... ...Strong negotiation and sales related skills Detail... ...loan submissions for management and or Board of Trustee... ...Develop and maintain relationships with outside business... ...Assist the Bank's mortgage servicing and portfolio...Work at officeLocal area$75k
...family-style wealth management firm in Melville,... ...$700 million in client assets as one of... ...90% client service and operational support... ...own the client relationship and get creative... ...in planning and executing client seminars and... ...through matter — financial services, banking...Work at officeFlexible hours$225k
...and technical services, and support... ...results-driven Vice President of Sales to spearhead... ...of Sales who manages a team of 24... ...Account Executives and Outside Senior... ...Development, Client Services, and... ...direct relationships with superintendents... ...PA to win strategic district and...Full timeWork at officeWeekend work
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