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.
#EA_EXPHIRE
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$122.5k - $423.78k
...ApplicableSpecialismIFS - Clients &... ...our people in brand management, marketing and sales focus on collaboration... ...collaboration to develop and execute strategic sales and... ...promoting the Firm's services, enhancing brand... ...involve building relationships, conducting market...SuggestedFull timeTemporary workH1b- ...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
$143.1k - $238.5k
...developing and managing new and existing client relationships with businesses... ...income products and services appropriate to... ...established sales goals within... ...deposit and other financial service needs.... ...document the loan and execute the closing.... ...network of strategic partnerships across...SuggestedFull timeTemporary workWork experience placementWork visaFlexible hours$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...SuggestedLocal 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...SuggestedLocal area- ...JOB TITLE: Client Relationship ManagerDEPARTMENT: Commercial... ...reports, concierge-level service, and attentive... ...personalized service and strategic insights that go beyond... ...producers and client executives to prepare and... ...service needs.Monitor and manage accounts receivable,...Contract workWork at office
$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$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...- ...Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales,... ...Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building...Currently hiringWork at officeRemote work
$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...- ...are Retired looking for extra earnings, 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
- ...day‑to‑day account management for routinely/moderately complex client accounts for large... ..., and solidifies relationships with existing clients... ...for client for service needs; provide administrative... ..., colleagues and executive management team.... ...time Job Function Sales and Business...Full timeContract workWork experience placementMonday to FridayNight shift
$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- Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial... ...during times of loss Manage your own book of business through... ...Represent core values: Service Over Sales, always putting clients first...Full time
- ...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
- ...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...
$186.75k - $311.25k
...Director, Oncology Strategic Accounts, you... ...Directors who shape and execute GSK’s oncology... ...maintain trusted relationships with key C/D-... ...years leading / managing a team8+ years in... ...in Market Access, Sales Leadership, Medical... ...history), military service or any basis...Full timeContract workLocal areaRemote work$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- ...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
- ...purpose to help make financial lives better... ...delivering for our clients, teammates,... ...shaped by military service, community college... ...is seeking a Sr. Relationship Manager to join our team... ...relationships through sales, prospecting, and... ...planning, execution and follow up of...Work at officeFlexible hoursShift workDay shift
$101k - $152k
...SummarySupport Medline’s Sales efforts within a... ..., national or strategic significance.... ...revenue targets and service goals for... ....Responsible for managing a book of business... ...the operational execution, profitability, maintenance... ...use of Customer Relationship Management (CRM)...Minimum wageFull timeWork at officeLocal areaRemote workWorldwideNight shift$186.75k - $311.25k
...patients.ROLE SUMMARYThe Strategic Oncology Account... ..., and operational execution to advance GSK goals... ...and maintain trusted relationships with key Population... ...Market Access, Patient Services, BU Sales, GPO lead) to... ...in OncologyAccount management experience in complex...Full timeContract workLocal areaRemote work$146.25k - $243.75k
Job Title: Strategic Account Manager - VaccineLocation: US... ...forward-thinking sales team serving our... ...of trust-based relationships with external stakeholders... ..., and financial levers.Identify... ...alignment, and executive relationships together... ....Sanofi US Services and its U.S. affiliates...Full timeRemote workShift work$150k - $210k
...global asset management organization with... ...so our clients can feel more... ...strengthens direct relationships with corporate... ...senior-level execution, stakeholder engagement... ...a consistent service experience.... ...relations, financial services, investment... .../or research sales.Demonstrated...Full timeLocal areaRemote workWork from home1 day per week- Insurer Relationship ManagerAs Account Manager you will use your Commercial Insurance market... ...to liaise with our Client’s…..As Account Manager you... ...comfortable working with senior Executives occasionally on... ...performance against agreed service levels for all areas of their...Work at officeWork from home
$102.8k - $176k
...of professional services to the middle market... ..., empowering our clients and people to... ...seeking to add a Strategic Account Manager to our Enterprise Sales Organization to focus... ...of client relationships, identification of... ...responsibility for executing the sales plan and...Full timeWork experience placementInternshipWork at officeLocal area- ...selective membership ofchief executives and influential... ...Job Description The Manager, Strategic Accounts owns a... ...deepening executive relationships, managing renewals and... ...lifetime value. Track sales performance metrics and... ...to drive product or service improvements. Track adoption...Contract workImmediate startRemote workFlexible hours
$76.5k - $127.5k
...company’s success. As a Relationship Manager, II within PNC's Small... ...with new and/or existing clients in a book of business to grow sales, revenue and market... ...Handles the origination, financial analysis, negotiation and... ...-credit products and services.Manages risk/return and...Full timeTemporary workPart timeWork experience placementWork at office$82.5k - $137.5k
...company’s success. As a Relationship Manager I within PNC's Small... ...with new and/or existing clients in a book of business to grow sales, revenue and market share... ...the origination, financial analysis, negotiation and... ...non-credit products and services.Manages risk/return and...Full timeTemporary workPart timeWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relationship Executive (CRE) - Financial Services - Sales Vice President, Strategic Relationship Management. Be the first to apply!
- client relationship manager Baltimore, MD
- client executive Baltimore, MD
- client service manager Baltimore, MD
- client experience manager Baltimore, MD
- engagement director Baltimore, MD
- client manager Baltimore, MD
- member engagement manager Baltimore, MD
- client services coordinator Baltimore, MD
- client services supervisor Baltimore, MD
- client solutions executive Baltimore, MD


