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$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$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...SuggestedFull timeH1bWork at office$122.5k - $423.78k
...ApplicableSpecialismIFS - Clients & MarketsManagement... ...OpportunityAs a Client Relationship Executive - Cyber Managed Services, you will play a pivotal... ...establishing and nurturing strategic partnerships to enhance... ...opportunities through strategic sales and marketing...SuggestedFull timeH1b- ...to business and relationships. We know that supporting... ...way to help our clients and advance our... ...a privately held financial institution that... ...and Investor Services. BBH's culture of... ...Banking Relationship Manager BBH is... ...taking a long term, strategic perspective. In many...SuggestedWork at officeLocal area
- ...firm specializing in clients in the dental industry... ...a Remote Client Relationship Manager/Senior Accountant to... ...Accounting 40%, Advisory Services 30% includes both business... ...to make better financial decisions. Key responsibilities... ...and provide strategic insights that drive...SuggestedRemote jobFull timeTemporary work
- ...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
- Sr Relationship ManagerThe Sr Relationship Manager plays a crucial role... ...for deepening client... ...identifying sales opportunities... ...distinctive and strategic client experience... ...retention and servicing of existing... ...business and executes to drive profitable... ..., and financials to develop...Full timeWork at office
$114.1k - $190.1k
...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...Full timeTemporary workWork experience placementLocal areaWork visaFlexible hours$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...Full timeTemporary workWork experience placementLocal areaWork 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...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... ...to grow sales, revenue, and market... ...the market. Plan, strategize and target the right...Work at officeLocal area
$80k - $150k
...SummaryPartners with Business Banking Relationship Managers (BBRMs) to acquire new clients and expand share of wallet of... ...of businesses with annual sales from $3 to $10 million, with... ...a broad array of appropriate financial products and services, providing pertinent...Full timeWork at officeLocal areaFlexible hoursNight shift- ...Vice President, Principal Owner Development... ...Industry Financial Services Type... ...serving as a strategic partner to Principal... ...include driving sales growth,... ..., trust-based relationships. The Western Regional... ...those in client solutions, wealth management, compliance, and...Home office
- Empowering Financial Futures. For more than 65 years... ...unwavering commitment to our clients have made us a... ..., and investment management clients.Our people are... ...Philadelphia, PA).OVERVIEW:The Relationship Manager, Wealth... ...timely delivery of services and regular and effective...Work at office3 days per week
$123.6k - $206k
Overview:The Asset Based Lending Relationship Manager (“ABL RM”) is responsible... ...and sponsor-backed client segments. This role focuses... ...loans, FILOs, etc.)Lead deal execution from initial screening through... ...with Credit to analyze financial performance, collateral quality...Full time$140k - $235k
...organizations. The Sr. Relationship Manager will be a key... ...which covers our clients and prospects... ...advice and valuable financial solutions to... ...relationships through sales, prospecting, and... ..., and Merchant Services—to design and deliver... ...with planning, execution, and follow‑up of...Work experience placementLocal areaShift workDay shift- ...seeking a Business Banking Relationship Manager to manage and grow relationships... ...involves providing expert financial advice and customized banking solutions to enhance clients' financial goals. The ideal... ...delivering exceptional customer service. Additionally, the position...
- ...A financial institution is seeking a Business Banking Relationship Manager I to build and deepen consultative relationships with small business clients in Chester County. The role involves managing a portfolio... ...strong Business to Business sales experience, excellent...Local area
- ...Citizens is seeking a Relationship Manager to deepen client relationships and grow a commercial banking portfolio... ...clients reach short- and long-term financial goals. This senior role rewards... ...class organization. Requires proven sales and credit skills and a robust professional...Temporary work
- ...Citizens Bank is seeking a relationship-focused professional to manage and grow a portfolio of commercial clients in the Business Banking segment, targeting $5M-$50M in annual... ...uncover opportunities, operate in a high-velocity sales culture, and contribute to loan and deposit...
- ...general direction, this CRE position is... ...will include portfolio management for team portfolio assisting... ...other Bank products and services and increasing the bank... ...including detailed financial analysis and assessment... ...customer and community relationships; cross sells other Bank...Full timeWork experience placementWork at officeLocal area
- ...focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business... ...core business products and services with understanding of... ...the U.S. in credit card sales and deposit growth and have...Work experience placement
- ...purpose to help make financial lives better... ...for our clients, teammates, communities... ...while actively managing and deepening relationships with high value... ...and drive sales opportunities while... ...on solutions, services, and digital... ...goals Supports execution of the sales...Temporary workWork experience placementWork at officeShift workDay shift
$8k
...be doing...As a Senior Client Executive - SLED at Verizon, you... ...all things government sales, providing long-range strategic planning for growth of major accounts, managing C-level relationships, and providing... ...Verizon products and services, Fios, high-speed home...Full timeContract workTemporary workPart timeWork experience placementLocal areaShift work$220k - $260k
...seeking a VP of Sales to join their company. The Vice President of Sales is responsible... ...developing and executing the company's... ...initiatives, manage key customer relationships, and develop a high... ...customer focus.Strategic Growth &... ...key retail, food service, and distribution...- ...innovation. Within our Strategics Sales Organization, we partner... ...We are seeking a Global Client Executive (GCE) to lead one of NetApp... ...Media & Entertainment relationships. This role is intended for... ...accountable for re-establishing strategic relevance , sharpening...Local areaRemote work
- ...Executive Director, Lending Specialist... ...Wealth Management (USWM)... ...long-term financial goals and is... ...dedicated lending sales... ...– driving client outcomes and... ...deepening existing relationships, and championing... ...discretion—strategically planning... ..., and service to resolve...
- ...Vice President of Strategic Partnerships About the Company... ...Duty business. This executive role is pivotal in driving... ...building and nurturing relationships that result in a... ...partnerships, or channel sales, with a proven track... ...with insurance, managed care, or government...
- ...Vice President, Healthcare Services About the Company Private... ...Industry Financial Services... ...physician practice management, behavioral... ...leading and executing the firm's investment... ...requires a strategic thinker with... ...and maintain relationships with key stakeholders...Remote work
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