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$83k - $209k
...As a leading global financial services company at the... ...to collaborate with clients, driving transformative... ...leading investment manager, with $2.1 Trillion... ...for the role of Strategic Accounts Relationship Manager to join our... ...working with research sales teams at assigned...SuggestedTemporary workWorldwideFlexible hours$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$117k - $190k
...Mitsubishi UFJ Financial Group (MUFG), one... ...difference for every client, organization,... ...long-term relationships, serving society... ...Treasury Relationship Manager to manage and... ...stakeholders, providing strategic guidance on... ...and execute a Treasury Sales strategy focused...SuggestedFull timeContract workWork at officeLocal areaRemote work$163.6k - $245.4k
...45,400.00Category: Product Management and Development, ProfessionalCompany... ...seeking a Card Processor Strategic Relationship Manager to serve as the... ...-term strategy, governing executive engagement, and delivering... ...to contractual and financial commitments.Collaborate with...SuggestedFull timeContract workWork at officeRemote workShift work- ...data types, and sales channels. As... ...providing strategic account management and sales leadership... ...and media client accounts.... ...meet/exceed financial goals and objectives... ...customer relationship management,... ...Develops and executes account strategies... ...products and services.Know your...Full timeNight shiftWeekend work
- ...passion for the financial markets, exceptional... ...and interest in client services? We are looking... ...expand existing relationships by delivering superior... ...Relationship Manager will support a diverse... ...closely with the sales team, keeping... ...teams including Strategic Client Services,...Work experience placement
$145k - $235k
Index Relationship Manager, Insurance Solutions - Financial Solutions Location New York Business Area Sales and Client Service Ref # 10052841 Description & Requirements... ...investment objectivesCreate and execute strategic account plans that identify...Contract workTemporary workFor contractorsWork experience placementLocal area$190k - $225k
...innovative ways to help our clients achieve their... ...firm spans asset management, wealth management,... ...engagement and strategic relationship management activities... ...by developing and executing the sales strategy for the Global... ...of experience servicing insurance clients with...Full timeLocal areaFlexible hours- ...All Jobs Strategic Relationship Manager About Private Client Select Insurance Services, LLC (PCS): PCS is one of the largest high net... ...will report directly to the Sales Leader and will be responsible... ...experience, and disciplined pipeline execution. Key Responsibilities...Work at officeRemote work
- Investor Client Management (ICM) at JPMorgan... ...and nurturing strategic partnerships... ..., Securities Services, and other business... ...Operations Relationship Management (... ...with senior Sales and... ...senior client executives, serving as their... ...experience in financial services, with...
$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$140k - $225k
Job TitleVP - Relationship ManagerJob DescriptionThis... ...solutions to clients”You and Your... ...a relationship manager, you will be... ...originating, executing and managing bespoke financial structures.Contribute... ...financial services leader... ...sector expertise, strategic counsel and tailored...Full timeWork at officeRemote workWorldwideWork visaFlexible hours$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...Full timeWork at officeRemote work- The Strategic Financing Solutions... ...Banking & Sales and... ...emerging financial innovations... ...The team is client-centric, serving... ...:As a Vice President in the Strategic... ...execution, and supporting... ...You will manage the "full... ...maintain client relationships by... ...securities services and payments...
$122.5k - $423.78k
...ApplicableSpecialismIFS - Clients & MarketsManagement... ...OpportunityAs a Client Relationship Executive - Office of the CFO Managed Services, you will play a pivotal... ...fostering and maintaining strategic alliances within our... ...and executing strategic sales initiatives to drive...Full timeH1bWork at office$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$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...Full timeWork at officeRemote work- ...looking for:ACV is looking for a Customer Relationship Manager - Capital with a talent for expanding... ...experience.Provide exemplary customer service at all times to customers, internal partners... ...customer information and develop sales strategies for assigned customer base....
$65k - $70k
...investment firms, offering clients 24/7 coverage through our team... .... Job Description As a Relationship Manager (RM), you will be on the front... ..., proactive outreach, and strategic sales efforts. You will be... ...introduce them to our expert call service Scheduling and leading in-...Full timeTemporary workSummer 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- Relationship Manager — REMOTE (San Diego) REMOTE... ...rapidly scaling financial technology... ...digital financial services, and we are... ..., driven, and strategic remote Relationship... ...builds strong client relationships... ...with sales, onboarding, customer... ...accounts and execute retention strategies...Remote workFlexible hours
$140k - $170k
...Relationship Manager VP - Financial Institutions Relationship... ...of the clients' business objectives... ...creating strategic... ...products and services to the Financial... ...proposition to sales leads and current... ...ago Account Executive - New York/... ...Relationship Manager - Vice President (LATAM) New...Full time- ...A financial services company based in Pennsylvania is seeking a professional to direct relationship management activities with clients. This role aims to grow sales and deepen client relationships while managing risk and providing insights based on client needs. Responsibilities...
$115k - $185k
Core Sales, Relationship Manager - Financial Solutions Location New York Business Area Sales and Client Service Ref # 10047923 Description & Requirements Bloomberg is... ...internally to implement and execute value-added solutionsParticipate actively...Temporary workFor contractorsWork experience placementLocal area$123k - $257k
...Job Summary Serves as the Relationship Manager and Financial Advisor to clients with complex needs,... ...needs and exceed customer service expectations. This role... ...Improves functional/technical sales and credit expertise... ...client centric approach Strategic Thinking: Deploys a long...Work at officeFlexible hoursNight shift$80k
...Overview At Community Financial System, Inc. (... ...financial services and products. Our... ...banking, wealth management, investment management... ...Business Banking Relationship Manager is responsible... ...of business clients with credit needs... ...changes and provide strategic financial...Local area$10 per hour
...Business Relationship Manager If you are customer focused, enjoy building... ...and providing financial advice to your clients, then a role as a Business... ...full suite of products and services. Leverage service team to... ...the U.S. in credit card sales and deposit growth and have...Work experience placementWork at office$175k - $275k
...Managing Director, Treasury (Bank Relationship Management) Business Unit: Treasury... ...a leading global financial services firm dedicated to... ...needs of our clients and customers. Through... ...to deliver best execution to the firm.... ...appropriately prioritize strategic priorities...Temporary workFlexible hours$175k - $215k
...to business and relationships. We know that supporting... ...way to help our clients and advance our... ...Relationship Manager in our New York office... ...on issues of strategic importance to private... ...-Family Office services such as private... ...with owners and financial staff of privately...Full timeWork at officeLocal area
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