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$83k - $209k
Job Overview Strategic Accounts Relationship Manager - Investment Management North American... ...strategic plans for assigned client relationships, drive... ...with investment firms, field sales, product management, marketing... ...experience in investment services, preferably with U.S....SuggestedTemporary work$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$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- ...Assistant Vice President, Executive Research & Relationship Intelligence About the Company Ambitious credit asset management firm Industry Financial Services Type Privately Held, Private Equity... ...materials, managing strategic relationship intelligence...SuggestedWork experience placementWork at office
- ...Senior Vice President, Institutional Relationship Manager About the Company... ...Industry Financial Services Type Public... ...institutional client management of a strategic book of approximately... ...management, sales, consultant relations... ...will possess executive presence,...
$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...Full timeContract workWork at officeRemote workShift work$155k - $210k
...BlackRock’s Financial... ...capabilities in asset management, markets advisory... ...is a strategic focus at BlackRock... ...oversees relationships with over 4... ...client base, bringing... ...expertise and service. Description As Vice President on the FIG... ...development and execution for current...Full timeWork at officeLocal areaWork from homeFlexible hours1 day per week$170k - $200k
Client Relationship Manager, Structured Investments - Issuer Coverage - Vice President New York, New York, United States... ...and executing the firm’s strategy... ...market or broader financial markets... ...environment Strategic mindset and able... ...Demonstrated client service skills with...Full timeWork at officeRemote work- ...Provide leadership, management, support,... ...of Business Relationship Managers within... ...relationship-building, client experience,... ...the personal financial goals and... ...products and services and expert knowledge... ...; use time strategically to balance... ...in credit card sales and deposit growth...Work experience placementWork at officeLocal area
$170k - $200k
...to hire a Vice President to join the... ...platform for clients. The team... ...develops and manages the... ...manage and grow relationships with our issuing... ...and executing the firm’s... ...or broader financial markets industry... ...environment Strategic mindset and... ...client service skills with...Full timeWork at officeRemote work$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- ...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
- ...Vice President, Corporate Banking Relationship Manager, Syndicated & Structured Lending About the Company... ...well-established global financial institution offering corporate lending and client relationship management.... ...of the role is the strategic ownership of client relationships...
- ...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
$100k - $150k
Portfolio Manager (CI & CRE) - $100,000-$150,000 Position Summary: The Portfolio... ..., while developing a relationship with each borrower. Grow... ...preventing loan attrition. Review financial statements, tax returns,... ...of bank products and services. Strong knowledge of Microsoft...Work at officeLocal area$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- Corporate Banking Relationship Manager (Vice President) Job Req Id 26984814... ...leading and managing the client portfolio assigned... ...of banking services. This would include... ...management, as well as strategic advisory services... ...with varying/complex financial needs with the...Full timeLocal area
- Report directly to the Sales Leader and be responsible for driving... ...-net-worth (HNW) market Manage client relationships and focus on developing new... ...advisory experience Execute broker plans, benchmark wealth... ...high-net-worth clients and strategic distribution partners Execute...
- ...and Annuity Association of America is seeking a Relationship Manager II to deepen client relationships and expand sales opportunities within a complex book of business... .... You will lead integrated teams to deliver a strategic client experience, align plan design best practices...
- Join the Merchant Services team! As a key member... ...the end-to-end client experience. As a Relationship Manager within the Diversified... ...goals through strategic client management,... ...client satisfaction Execute sales/support strategies... ...compelling financial and market analysis...Contract workBank staff
- ...Relationship Manager — REMOTE (San Diego) REMOTE... ...scaling financial technology company... ...digital financial services, and we are... ..., driven, and strategic remote Relationship... ...builds strong client relationships... ...with sales, onboarding, customer... ...accounts and execute retention...Remote workFlexible hours
- A leading financial services company is seeking a Business Relationship Manager in New York. In this role, you will manage a portfolio of 70-90 business clients while providing financial solutions and advice. You will create long-term relationships and ensure excellent...
- 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...
$143k - $210k
...a top-tier global financial group. Headquartered... ...of financial services, including banking... ...the value of its relationships in Asia, the Group... ...institutional, and municipal clients. It connects a... ...relationships. Manage existing relationships... ...targets, achieve sales goals, mitigate...Work experience placementWork at officeLocal areaWork from homeWorldwide$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- ...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....
$135.7k - $196.75k
..., helping our clients navigate uncertainty... ...in every relationship, lead with... ...~10+ years of sales and relationship management experience, preferably... ...within the financial services sector ~... ..., and develop strategic account plans... ...Develop and execute commercial account...Full time
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