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$186.5k - $311k
...cultivating business relationships with clients across... ...management skills, and... ...professional services to Government... ...and develop strategic relationships... ...as well as sales for the... ...organization.As the CRE, you will:... ...key client executives through... ...capital, financial management...SuggestedContract workWork at officeLocal area$180k - $220k
...Advisory Director Client Relationship Executive within our... ...Relationship Executive (CRE) to accelerate... ...that combine strategic advisory, digital... ...ROI across shared services, finance, IT, HR... ...relationship management, this leader shapes... ...of overall sales experience with...SuggestedWork at office- Diversified Insurance Industries Inc. seeks a Client Relationship Manager in Maryland’s commercial lines division to serve as the main liaison for assigned accounts. You will deliver proactive analyses, stewardship reports, and renewal presentations while coordinating with...Suggested
- ...Fargo is seeking an Executive Director, Commercial Banking Relationship Manager to drive growth... ...to build deep client relationships, acquire... ...executives, and financial decision-makers.... ..., and other strategic business objectives... ...pipeline management and sales discipline to...SuggestedFull timeWork experience placement
- Mercer Advisors is seeking a Relationship Manager (RM) I in Owings Mills, MD. In this strategic, client-facing role, you'll elevate client service standards and support business growth alongside Wealth Advisors. The position involves managing workflows, enhancing client...Suggested
- Firstrust Bank is seeking a Relationship Manager to manage the client experience for commercial prospects and clients. This hybrid position requires developing... ...Join Firstrust Bank to help grow our commercial business and achieve financial goals. #J-18808-Ljbffr Firstrust Bank
$175.3k - $322.9k
...differentiated financial services products... ..., a managed composable... ...portfolio, drive Strategic Growth Offerings... ...compelling client outcomes.... ...Product Sales Leader is a... ...existing account relationships as well as... ..., build executive... ...portfolio. The Vice President, Sales Executive...Local area$175.3k - $322.9k
...differentiated financial services products... ..., a managed composable... ...portfolio, drive Strategic Growth Offerings... ...compelling client outcomes.... ...Product Sales Leader is a... ...existing account relationships as well as... ..., build executive... ...portfolio. The Vice President, Sales Executive...Local area- Hybrid Position As a Relationship Manager, you will own the client experience for... ...achieve or exceed its financial and non‑financial... ...accounted for, serviced, and protected from... ...relationships to grow sales, revenue, and... ...the market. Plan, strategize, and target the right...Work at officeLocal area
- ...Job Description Job Description The Client Relationship Manager (Leadership) role is a strategic position based in Maryland, designed for an experienced professional with extensive insurance industry knowledge, particularly in Property & Casualty and Life & Health...Remote work
- ...Description: Capital Services, Inc. is a... ...outcomes through strategic workforce and benefits... ...Services serves clients across the United... ...and hiring, and executive compensation... ...shape every client relationship and solution we deliver... ...-to-day account management for routinely/...Full timeContract workWork experience placementRemote workMonday to FridayNight shiftAfternoon shift3 days per week
$136k - $226.6k
...amount loan and/or deposit relationships with major businesses in... ...sells, administers and services existing business relationships... ...and of high complexity.Manage and retain existing clients. Works closely with... ...portfolio management experience.Financial analysis and knowledge of...Full time- JOB TITLE: Client Relationship ManagerDEPARTMENT: Commercial LinesREPORTS... ..., concierge-level service, and attentive... ...service and strategic insights that go beyond... ...producers and client executives to prepare and present... ...service needs.Monitor and manage accounts receivable,...Contract workWork at office
- ...TD in Maryland is seeking a Relationship Manager III to service large and complex business portfolios, delivering tailored financial solutions to meet customers' needs. You will acquire, develop, and manage commercial banking relationships across segments, growing the...
$68k - $80k
...Relationship Manager (Owings Mills, MD) Owings Mills... ...simplify their financial lives by integrating... ...to act in our clients' best interests... ...(RM) I is a strategic, client-facing role... ...within the Client Service department. The... ...overseeing the execution of the firm's service...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- PNC Financial Services Group, Inc. is seeking a Relationship Manager II for Small Business Banking in Owings Mills, MD. You will manage a book of business, build and deepen client relationships, and present credit and non-credit solutions to meet client needs. The role...
$113.3k - $188.8k
...is seeking a dedicated Business Banking Officer to manage a portfolio of small business relationships. The role involves developing new banking relationships, servicing existing business clients, and achieving sales goals ranging from $300M to $500M. Candidates should...$113.3k - $188.8k
M&T Bank is seeking a Business Banking Officer in Timonium, Maryland. The role involves developing banking relationships with small business clients, managing a loan portfolio of $15MM to $40MM, and achieving revenue goals ranging from $300M to $500M. Applicants must have...$27.09 - $32.09 per hour
...+ years experience in sales, sales support, implementation... ...or customer service is required. ~ High... ...point of contact for client’s HR staff, identifying... ...and strong cultivated relationship with client, acting as... ...Supports the Account Manager in conducting nationwide...$100k - $150k
...and nurtured our client-first culture.... ...independent investment management and strategic advisory firm... ...level of client service. The firm’s... ...consultants, and financial intermediaries—are... ...team as a Relationship Manager in our Baltimore... ...with Sales, Research, Marketing...Full timeTemporary workH1bWork at officeWorldwide$150k - $300k
...performing sales team... ...results-driven executives dedicated... ...thrives on strategic execution,... ...products and services. As a Regional Vice President (RVP), you... ...pipeline management and... ...customer relationship lifecycle—... ...fulfillment of the client's business... ..., and financial future. Benefits...Contract workWork experience placementLocal areaRemote workFlexible hours- Whether you are working in a Pharmacy, 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 building...Currently hiringWork at officeRemote work
$143.1k - $238.5k
...developing and managing new and existing client relationships with... ...products and services appropriate to... ...surpass established sales goals within risk... ...deposit and other financial service needs.... ...the loan and execute the closing.... ...vast network of strategic partnerships...Full timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ...enterprise mobility, managed services, printing and... ...implementation of strategic plans to grow sales & profit within target... ...Support Key Customer relationships in concert with the... ...various sales teams and client management to... ...Formulates complex financial decision recommendations...
$68k - $80k
Job Summary The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM is designed to elevate... ...for overseeing the execution of the firm’s service model... ...internal departments (e.g., financial planning, investment...Temporary workWork at officeLocal areaHome officeMonday to Friday$102.8k - $176k
...provider of professional services to the middle market... ..., empowering our clients and people to realize... ...is seeking to add a Strategic Account Manager to our Enterprise Sales Organization to focus... ...through the cultivation of executive client relationships, identification of...Full timeContract workWork experience placementInternshipWork at officeLocal area$68k - $80k
...simplify their financial lives by integrating... ..., investment management, business... ...to act in our clients' best interests... ...size, growth, service quality, technology... ...Summary: The Relationship Manager (RM) I is a strategic, client-facing... ...overseeing the execution of the firm's service...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$104k - $225.4k
...VP Broker Channel Sales. The VP of the... ...operating model, and execution rhythm for how... ...implementation, service, product, marketing... ...coordinated and strategic partner to the broker... ...executive level relationships that drive long-... .... 5+ years of management experience. 5+ years...Minimum wageTemporary workLocal areaFlexible hours- ...purpose to help make financial lives better... ...delivering for our clients, teammates,... ...Summary: The Sr. Relationship Manager will be a key member... ...'s products and services in order to identify... ...through sales, prospecting, and... ...including planning, execution and follow up of...Work experience placementWork at officeLocal areaShift workDay shift
$66.7k - $124.7k
...Administrative Relationship Manager Position – Supervising... ...our scope of services. The... ...communication skills, a strategic mindset, and the... ...the planning and execution of projects and... ...Administrative Manager, Client Relationship... ...your physical, financial, and emotional...Work experience placementSummer holidayLocal areaFlexible hours
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