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$100k - $140k
...Associate or Assistant Vice President to join the... ...will support client management and business... ...closely with senior Relationship Managers,... ...to go-to-market execution and platform growth... ...tactical and strategic initiatives... ...ideally within financial services or enterprise technologyFoundational...SuggestedFull timeWork at officeRemote work$122.5k - $423.78k
...Specialism IFS - Clients & Markets Management Level Director Job... ...management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing... ...the Firm's services, enhancing brand visibility... ...involve building relationships, conducting market...SuggestedFull timeTemporary workH1b$170k - $200k
...looking to hire a Vice President to join the... ...platform for clients. The team develops and manages the technology... ...manage and grow relationships with our... ...developing and executing the firm’s strategy... ...or broader financial markets industryExperience... ...client service skills with...SuggestedFull timeWork at officeRemote work$160k - $230k
...is looking for a Relationship Manager to join the Enterprise... ...for several strategic asset and wealth management clients.Lead platform and... ...Managers and senior executives across the... ...initiatives regarding sales strategy and... ...independentlyDemonstrated client service skills with...SuggestedFull timeWork at officeRemote work$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...Full time$110k - $185k
...leading global financial services firm... ...investment management and wealth... ...employees serve clients worldwide... ...Reinvestment, and Strategic Client... ...Management relationships. Our... ...efficiency and execution RequirementsUniversity... ..., or Sales... ...timeJob Level:Vice PresidentPosted...Temporary workWorldwide$120k - $235k
...to help make financial lives better through... ...for our clients, teammates, communities... ...by military service, community... .... The Senior Relationship Manager is a high-... ...other senior executives.The Senior Relationship... ...to develop strategic client plans,... ...proven sales skills and experience...Full timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift$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$110k - $207.5k
...Street Investment Management is building the... ...platform dealmaker.This Vice President will help lead... ...you have built strategic partnerships at a... ...is ETF as a Service.Contribute to our... ...excluding certain sales roles subject to... ...profitability. We keep our clients at the heart of...Full timeTemporary workFlexible hours$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... ...full suite of products and services; follow up with clients... ...the U.S. in credit card sales and deposit growth and...Work at office$80k - $130k
...conduct a search for an experienced Client Relationship Manager for our client, an innovative WealthTech... ...portfolio management and financial technology solutions. This is a full-... ...CFA is a plus. Experience in financial services, wealth management, family office, portfolio...Full timeWork at officeRemote work$400k
...what it takes to cultivate a relationship with someone whose net worth... ...your default approach is to \"manage applications\" or \"optimize... ...focused on families. Private Client Relationship Manager Key Responsibilities... ...management, private-client sales, luxury hospitality at the...Full timeTemporary workFor contractorsImmediate startRelocation- 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
$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers... ...through referrals, delivering financial solutions that ignite the... ...in delivering client service and supporting high-net worth... ...Retirement Planning Selling, Sales, TIAA Products/Services Acumen...Work experience placement$100k - $140k
...looking to hire a Strategic Finance... ...responsibilities across financial and managerial... ...and quarterly management reporting... ..., Senior Vice President. Responsibilities... ..., expenses, sales activity, and... ...activity, and client level detail.... ...the financial services industry and/or...Full timeWork at officeRemote work$175.3k - $322.9k
...ambitious sales... ...professional services experience... ...performing Sales Executive to focus... ...close strategic sales opportunities... ...do As a Vice President, Sales... ..., and Managing Directors... ...Workday Financials, Human... ...high-level relationships with... ...Serve as the client-facing lead...Local area- ...Deloitte Services is seeking... ...Sciences Industry sales... ...growing net-new clients across the... ...market. This executive-level role... ...Principals and Managing Directors,... ...on large, strategically transformative... ...ll do As a Vice President, Sales... ...team develops relationships with qualified...Local area
$175.3k - $322.9k
Position Summary Vice President, Sales Executive - Revenue Cycle Management Operations - Health... ...(RCM) Operations services.Are you a Sales Executive... ...a high-performing client relationship and solutions Sales Executive... ...and executing strategic and tactical plans to...Local area- ...seeking a Vice President of Business... ...Development & Sales to lead... ...markets. This executive role will... ...expand our client base while... ...Own Key Relationships Build and... ...relationships with strategic clients and... ...~5+ years managing leaders and... ...Services (preferred)...
$71.71k - $119.51k
...damental components of the job: Manage the overall client relationship process for complex accounts Coordinate... ...assure follow through of client strategic initiative documents Provide... ...needed to support superior customer service Act as a resource for all...$144.3k - $296.1k
...seeking a top-performing client relationship Sales Executive to drive new client... ...experience through service offerings tailored... ...sales strategies, manage the pursuit process... ..., and coordinate strategic and tactical growth... ...-quality audits of financial statements and...Work at officeLocal areaVisa sponsorship- ...SUMMARY: A Corporate Banking Relationship Manager is responsible for... ...and collects and analyzes financial and related data to determine... ...Presents loan requests to the executive loan committee when the proposed... ...relating to other bank services. Develops new business by...Interim roleLocal area
$132k - $170k
...tier global financial group.... ...financial services, including... ...value of its relationships in Asia,... ...municipal clients. It connects... ...Vice President of Confirmations... ...functions: Sales Middle Office... ...actively manages trade-documentation... ...and execution with... ...the ongoing strategic development...Casual workWork at officeLocal areaRemote workWork from homeWorldwide$164k - $226k
The Vice President of Strategic Initiatives will help optimize and scale the Global Exhibitor Sales function as we seek to double the... ...business leadership/management role, with a special focus on executive-level advising, project... ...over 13,000 client enterprises in ~90...Full timeWorldwide- ...Strategic Account Executive Join WRITER's sales team as a Strategic Account Executive and... ...and build lasting relationships with both clients and teammates. If you... ...report to a regional vice president. What you'll do:... ...net-new revenue by managing the full sales cycle...Full timeWork at officeLocal areaRemote workFlexible hours
- ...Augmentation, IT and Business Consulting services, specializing in Human Capital Management, Intelligent Automation,... ...talent.Project OverviewBusiness Relationship Manager will mainly responsible... ...advocate for business customers for IT strategic services, and Communications and...Work experience placement
$110k - $190k
...is a global financial services leader with three... ...: Wealth Management, Investment Management... ...key role in executing on the Wealth... ...multi-year strategic priorities... ...serve our clients globally. The... ...offerings, enhancing relationships with existing... ...Compliance, Sales, Marketing,...Full timeTemporary work$110k - $207.5k
...member of the Strategic... ...Investment Management, you will... ...evolving client needs, or... ...Implementation Lead (Vice President III) based... ...shape and execute the... ...providing services to the world... ...institutions, and financial advisors... ...trusted relationships with... ...excluding certain sales roles...Full timeTemporary workRemote workFlexible hoursShift work
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