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 the... ...management skills, and... ...professional services to Government... ...develop strategic relationships... ...as well as sales for the... ...enterprise.As the CRE, you will:... ...VHA and VA executives through... ...human capital, financial management,...SuggestedContract workWork at office- ...its origins as a Managed Services Provider (MSP). Today... ...partner with our clients to provide end-to... ...IT structures, strategic digital marketing... ...The Customer Relationship Manager serves as... ...and successfully executed in alignment with... ...improvements Support sales and leadership by...SuggestedWork at officeLocal area
- ...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/...SuggestedFull timeContract workWork experience placementRemote workMonday to FridayNight shiftAfternoon shift3 days per week
- ...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...SuggestedRemote work
- Job Title Client Relationship Manager Department Commercial Lines... ...reports, concierge-level service, and attentive... ...personalized service and strategic insights that go... ...producers and client executives to prepare and present... ...presentations Financial and funding arrangement...SuggestedContract workWork at office
$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- ...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
- ...Pharmacy Relationship ManagerWhether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare... ...for you.As a Pharmacy Relationship Manager, you will help drive the growth of...Work at office
$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...- ...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...Currently hiringWork at officeRemote work
$55k - $58k
...Job Description Job Description Description: Position Summary Client Relationship Managers at LINQ are service-oriented team members that lead on LINQ’s relationships with our clients, working to meet the needs of each individual client with empathy and a sense...Remote work3 days per week$171.6k - $338.3k
...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- ...Vice President of Sales, Farm About the Company Large provider... ...Technology & Services Consumer Goods... ...sales professionals to execute strategic sales initiatives,... ...critical business relationships with major farm accounts... ...including listing management, promotional plans,...
- 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
$66.7k - $124.7k
...opportunity The Relationship Manager, Supervising... ...our scope of services. The Administrative... ...skills, a strategic mindset, and the... ...the planning and execution of projects and... ...Administrative Manager, Client Relationship... ...your physical, financial, and emotional well...Work experience placementSummer holidayLocal 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
$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- ...focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business... ...business products and services with understanding of general... ...the U.S. in credit card sales and deposit growth and...Work experience placement
$61.8k - $85k
...Description The Account Manager II is responsible... ...'s products and services, within assigned... ...has meaningful sales experience and... ...of customer relationships, maintaining high... ...members of the Account Executive team. You will... ...problems and strategic objectives. Leads...For contractorsLocal areaRemote workWorldwideWork visaFlexible hours$70k - $95k
...seeks a Customer Success Manager (CSM) to build and maintain post-sales relationships with various customers... ...the product and services team in defining scope... ...operating environment Execute and refine scalable enablement... ...success in thinking strategically, executing tactically...$89k - $148.3k
Overview: Manages client relationships and daily administration... ...and external service partners to follow... ...and Division strategic plans. Manages daily... ...attorneys, financial advisors, interested... ...cash flow execution and fee billing,... ...along with GCM Sales, in sales calls...Full timeTemporary workWork experience placement- ...Vice President of Finance, Construction About the Company Well... ...be tasked with providing strategic financial direction, overseeing all financial operations, and managing a range of activities including... ..., and maintaining relationships with external auditors and...
- ...Vice President of Information Technology... ...Industry Management Consulting Type... ...consulting firm clients ranging from emerging... ...financial transformation... ...consulting financial services financial advisory... ..., project execution, vendor relationships, and team development...
$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$110.6k - $178k
...STANLEY®, CUB CADET®, and HUSTLER®. The Job: As a Business Relationship Manager, you’ll be part of our team working as an onsite employee. You... ...ensuring our state-of-the-art “smart factory” products and services provide greater quality to our customers & greater...Full timeH1bLocal area- ...professional staffing services. Each year, we... ...building lasting relationships and making a... ...training designed for sales and recruiting... ...Delivering creative, strategic, and cost-... ...solutions to solve our clients' business needs.... ...Create and lead execution of sales for both...Live inWork at officeLocal areaRelocation
$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- ...Providing our clients with exceptional service is the foundation... ...As an Account Executive (MidAtlantic... ...developing new relationships with law firms... ...and meaningful sales growth to exceed... ...Proactively add to and manage sales funnel... ...and accounts strategically so as to drive...Temporary workSummer workLocal areaRemote workFlexible hours3 days per week
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