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$89.2k - $101.7k
## Relationship ManagerApplylocations: Jericho,... ...5370Relationship Manager**Relationship Manager... ...? Does being a strategic thinker strike a... ...with dealers and sales managers while... ...high level customer service to our internal... ...of experience in Financial Services or at least...SuggestedFull timePart timeWork at officeLocal area- ...TitleRelationship Manager II-... ...1Job SummaryThe Relationship Manager II-CRE manages commercial... ...directly from these clients/prospects and orchestrating... ...relationship.• Strategic Planning:... ...through timely financial statement gathering... ...commercial loan sales.• 5+ years of experience...SuggestedFull timeWork at officeLocal area
$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...SuggestedFull time- Relationship Manager IIThe Relationship Manager II... ...for deepening client relationships... ...and identifying sales opportunities... ...and strategic client experience... ...retention, and servicing of existing clients... ...business and executes to drive profitable... ..., and financials to develop multi...SuggestedFull timeWork at office
$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- ...Business Relationship Manager If you are customer focused, enjoy building... ...and providing financial advice to your clients, a role as a Business Relationship... ...business products and services with understanding of general... ...the U.S. in credit card sales and deposit growth and...Work experience placement
- ...Pharmacy, looking for additional income 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
$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$225k - $245k
...is seeking a strategic, growth-oriented Vice President of Sales to lead our commercial... .... This executive leadership role... ...-level relationships with key retail... ...calendars aligned to financial and brand... ...leadership experience managing teams, major... ...and length of service.Benefits may...Full timeSeasonal workFlexible hours$140k - $185k
...purpose to help make financial lives better... ...delivering for our clients, teammates, communities... ...by military service, community college... ...maintaining profitable relationships, collaborating... ....Responsibilities:Manages an extensive portfolio... ...through sales, prospecting and enhancing...Full timeWork experience placementWork at officeLocal areaFlexible hoursDay shift$89.2k - $101.7k
...Relationship Manager Relationship Manager Are you a natural... ...others? Does being a strategic thinker strike a... ...partnerships with dealers and sales managers while... ...high level customer service to our internal Auto... ...year of experience in Financial Services or at least...Full timePart timeWork at officeLocal area- ...for sourcing and retaining customer relationships. The ideal candidate should have... ...banking experience and a solid grasp of sales and customer service. In this role, you will lead cross-functional teams, manage credit requests, and execute integrated sales plans. A Bachelor'...
$80.2k - $120.4k
This is a sales and customer facing position... ...professional services to the Federal... ....The Senior Client Solutions Executive II - Mobility is... ...responsible for driving strategic mobility... ...expertise, strong relationships, and advanced consultative... ..., mobile device management, IoT, and...Temporary workSecond jobWork at officeLocal area$85k - $115k
...expertise helps support our clients' regional and global... ...!JOB OVERVIEW:The Relationship Manager in EPIC Private... ...providing exceptional service and guidance to a group... ...guidelines.Look for sales opportunities by account... ...environment.Account Executives are expected to avoid...Hourly payFull timeLocal area$98.96k - $148.44k
Citi is seeking a Business Banker in Huntington, New York to proactively manage customer relationships and maximize sales opportunities. This role involves expanding a book of business and ensuring a world-class customer experience. The ideal candidate will have 5-8 years...$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$80k - $90k
...Growth | Build Relationships | Make an Impact... ...Relationship Manager (RRM) $80,000–$... ...growth through strategic outreach, marketing... ...planning and execution of referring DVM and client engagement... ...a fast‑paced, service‑oriented environment... ...Experience in sales, customer service...Full timeTemporary workLocal areaWork from homeFlexible hoursAfternoon shift- ...all share. The Wealth Relationship Manager works closely with... ...Relationship Officer and the service teams to build... ...relationships with high-value clients. Professionalism... ..., you will: Provide financial solutions and... ...nontraditional banking financial sales, providing client...Local area
$221.41k - $280.07k
...world. Alliance Sales Executive, Associate Director... ...: ServiceNow – Financial Services The Opportunity... ...alliance relationships. This is a true... ...Financial Services clients. You will be a market... ...wealth & asset management. You will proactively... ...EY as a strategic transformation partner...Summer holidayFlexible hours$210k - $250k
...Revenue Growth Management Location: New... ...To: Chief Financial Officer (CFO)... ...dotted line to Sales Leadership... ...Leadership, the Vice President of Revenue... ...distributor relationships, governs distributor... ...with the executive presence to direct... ...outcomes — strategic ownership,...Contract workWork from home$225k
...and technical services, and support... ...results-driven Vice President of Sales to spearhead... ...of Sales who manages a team of 24... ...Inside Account Executives and Outside... ...Development, Client Services, and... ...maintain direct relationships with... ...and PA to win strategic district and...Work at officeWeekend work$100k - $125k
...looking for a Key Account Manager for our Mid-West US... ...our fast paced, expanding sales team to drive proactive... ...revenue generation for our services and products. Your... ...maintain strong customer relationships with decision makers at strategic 1st tier accounts including...Full timePart timeWork experience placementFlexible hours$61.07k - $107.49k
...Associate Relationship Manager The Associate Relationship... ...and maintaining client relationships... ...level of customer service and support. This... ...support group sales efforts with activities... ...Experience with financial products,... ...performance and drive strategic results. Builds...Local area- ...purpose to help make financial lives better... ...delivering for our clients, teammates, communities... ...by military service, community college... ...maintaining profitable relationships, collaborating... ...Responsibilities: Manages an extensive... ...relationships through sales, prospecting and enhancing...Work experience placementWork at officeLocal areaFlexible hoursShift workDay shift
- ...significant national presence in strategic geographies, providing... ...deliver tailored services to a wide range of clients across sectors, including... ...high-performing Accounting Manager to join our Accounting and... ...balancesDevelop and maintain relationships with client personnel to...Work experience placement
$80k - $120k
...Personal Lines Private Client Account Executive Job Description... ..., mortgage services – and more. In the... ...maintaining strong relationships with their clients keeping... ...resources appropriately. Manage the renewal process... ...subscription. ~ Financial Wellness: Immediate...Work at officeImmediate startFlexible hours$58.74k - $96.5k
...motivated, customer-focused Account Manager to join our Client Services team. This role is responsible for... ...managing and strengthening customer relationships, driving retention, and delivering... ...and business meetings Develop and execute account strategies for retention and...Work 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...
$75k - $175k
Enterprise Sales Account Executive Job ID: 554164682 Location... ..., from financial markets and healthcare... ...advanced relationships with Lightpath named... ...approved by Senior Management. This position... ...Lightpath products, services, funnel... ...Sales, develop a strategic account plan for...Local area
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