Client Relationship Executive (CRE) - Financial Services - Sales Vice President, Strategic Relationship Management
$72.79 - $149.52 per hourDeloitte
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 job-api.jobget.com. 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
Position Summary Client Relationship Executive (CRE) - Financial Services Are you driven by a... ...professionals to drive strategic relationships and business... ...two specific Investment Management clients. The CRE will... ...industry knowledge throughout sales lifecycleCollaborate...SuggestedShift work$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- ...About Private Client Select Insurance Services, LLC (PCS): PCS is... ...largest high net worth managing general... ...The Producing Strategic Relationship Manager will report... ...report directly to the Sales Leader and will be... ...disciplined pipeline execution. Key Responsibilities...SuggestedWork at officeRemote work
$116k - $140k
...helping organizations manage risk, ensure... ...Jersey, and serves clients across financial services and other... ...looking for a Senior Relationship Manager to own the strategic partnership and revenue... .... You'll build executive relationships... ...structuresCollaborate across Sales, Marketing/GTM,...SuggestedContract workRemote work$123.9k - $203.6k
...most highly regarded financial institutions in New Jersey... ...direction, this CRE position is responsible... ...will include portfolio management for team portfolio assisting... ...Bank products and services and increasing the... ...customer and community relationships; cross sells other Bank...SuggestedWork at officeLocal areaFlexible hours- ...TD in Parsippany, NJ seeks a Relationship Manager III to service large and complex business portfolios, tailoring... ...acting as a trusted advisor with strategic insight. The role emphasizes credit decisions, cash management, and financial solution design, requiring a high...
- Timebox Pro is seeking a polished Client Relationship Manager to act as the face of the company for local client partners... ...3+ years in CRM/BD within IT or professional services, capable of communicating with C‑suite executives and technical #J-18808-Ljbffr Timebox ProRemote jobPart timeLocal area
- ...DescriptionADP is hiring a Relationship Manager - Employee... ...Health Insurance clients. You will own, manage, and service the entire relationship... ..., Payroll, Sales and more.Own the client... ..., personalized, strategic support and act as... ...and consistent execution of tools, communications...Work at office
- ...Company: Private Client Select Insurance Services (PCSIS), is an independent managing general underwriter... ...Job Summary: The Strategic Relationship Manager will report... ...distribution value. Execution of broker plans,... ...product offerings. Sales Enablement ~...Remote work
- Fairygodboss is looking for a Relationship Manager - Employee Benefits in Florham Park, New Jersey. In this role, you will serve as the single... ...of contact for a book of business of Group Health Insurance clients. You'll own the relationship with your clients, acting as a...
- ...VP Broker Channel Sales. The VP of the... ...operating model, and execution rhythm for how... ...implementation, service, product, marketing... ...coordinated and strategic partner to the broker... ...executive level relationships that drive long... ...REQUIRED:5+ years of Management experience5+...Flexible hours
- ...Principal Mid-Corp Relationship Manager for the... ...Mid-Corporate clients having... ...by analyzing financials, presenting to... ...businesses, strategic objectives, operational... ...and maintain sales and pipeline... ...products and services, such as... ...accountable for execution of all...Ongoing contractFull timeWork experience placementImmediate start
- Fairygodboss is hiring a Relationship Manager - Employee Benefits based in Florham Park, NJ. You will be the main contact for a book of business, providing support for Group Health Insurance clients, managing renewals, and driving client satisfaction. Ideal candidates will...
- ADP is seeking a Relationship Manager - Employee Benefits to manage client relationships and provide expert support in group health insurance. This hybrid role involves working 3 days in the office and 2 days at home, ensuring high client satisfaction and retention. Successful...Work at office
- ...prospective business customer's needs.Manages relationships with business banking clients through service and support, such as overseeing... ...loan applicants, analyzes financial and related data to establish... ...referral tracking programs, such as Sales Force.Required Experience:High...Work at office
- ...Commercial Relationship Manager The Commercial Relationship... ...relationships to drive sales growth in commercial... ..., identifying target clients, reaching decision-makers... ...to engage our services during damage events... ..., including facility executives, property managers, and...Base plus commissionImmediate startFlexible hoursNight shiftAfternoon shift
- Own strategic partnerships and revenue outcomes... ...accounts Build and manage executive relationships at VP and C-suite level... ...Partner with Client Success Managers on... ...agreements Collaborate with Sales, Marketing/GTM, and... ...interaction in the financial services space Ability to...
- ...Commercial Banking Relationship Manager to join our... ...complex client relationships... ...clients and financial decision makers... ...proactively but strategically, managing... ...and maintain sales and pipeline... ...products and services, such as commercial... ...for execution of all applicable...Ongoing contractFull timeWork experience placementImmediate start
- ...Job Description Job Description Pet Parent Relationship Manager (PPRM) – Sales & Customer Retention Hiring for 500 Connell Drive, Berkeley Heights... ..., the industry leader in dog daycare, boarding, and spa services, we’re looking for an energetic, organized, and sales-...Hourly payWork at officeLocal areaFlexible hoursWeekend workAfternoon shift
$61.6k - $88k
...experience and skills in handling all aspects of relationship management and financial planning. This is a professional position that supports... ...planning, cash flow, education funding, etc., client on-boarding and service requests, client meeting preparation and follow-up...Work at officeLocal areaFlexible hours$85.2k - $147.2k
...been the Bank that clients from every... ...We are the leading relationship bank built for growth... ...will develop and manage client accounts for... ...profitability to the financial institution at a minimum... ...clients through service and support, such... ...programs, such as Sales Force. Required...Full timePart timeWork at office- ...solutions and services provider, helping clients unlock the... ...Sr. Account Manager to join our team... ...focusing on strategic and core accounts of our Financial Services & Commercial Sales Teams across... ...deep, strategic relationships with key... ...Develop and execute comprehensive...Full timeFor contractors
$61.6k - $88k
...experience and skills in handling all aspects of relationship management and financial planning. This is a professional position that supports... ...planning, cash flow, education funding, etc., client on-boarding and service requests, client meeting preparation and follow-up...Work at officeLocal areaFlexible hours$130k - $150k
...Account Manager - Strategic Accounts • Whippany, NJ • Full-Time • In-Office... ...job is to deepen those relationships, uncover expansion opportunities... ...'ll balance strategy and execution: part trusted advisor, part... ...account management, strategic sales, or customer success - with...Full timeWork at officeFlexible hours- ...in Morristown, NJ seeks a Senior Relationship Manager to own strategic partnerships and revenue growth across... ...accounts. You’ll build executive relationships, drive renewals and expansions, and partner with Client Success and Sales teams to deliver outcomes. The role...Remote work
$163.4k - $322.1k
...Associate Vice President, Engineering Managed Services Join our AI & Engineering... ...significant impact on our clients' success. You’ll... ...clients improve financial performance,... ...and multiple vendor relationships. You will work across... ...impact carrying a sales quota for both “...Local areaVisa sponsorshipFlexible hours- ...& Noble Education (BNED) seeks a Vice President of Brand Partnerships & Strategic Growth to shape and accelerate BNED... ...EBITDA growth while collaborating with sales and operations leadership. The... ...relevant revenue-driving roles, executive presence, and CRM proficiency, with...
- We are seeking a Relationship Manager to join a leading Registered Investment Advisor (RIA) firm. This client‑facing role is dedicated to maintaining... ...point of contact for service‑related needs, you will ensure... ...Services within the Financial Services industry. Series...Full timeWork at office
- We are looking for Sales Professional located in: Parsippany, NJ The primary function of the Relationship Manager / Sales Rep is to grow, create, and increase revenueand number... ...identify and understand their product or service needs;identifies and suggests products and...Work at office
- ...a top performing sales professional who... ...guiding prospective clients through one of... ...Client Acquisition Manager , you will lead... ...consultation through the execution of the retainer... ...enjoys building relationships, educating... ...interest in our services, identify their legal...
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