Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Relationship Executive (CRE) - Financial Services - Sales Vice President, Strategic Relationship Management

$151.4k - $311k

Deloitte

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.

#EA_EXPHIRE

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Relationship Executive (CRE) - Financial Services - Sales Vice President, Strategic Relationship Management in New York, NY vacancy
  •  ...corporate banking relationships across HSBC’...  ...banking and financial services...  ...Middle Market clients within Corporate...  ...As a Senior Vice President, Relationship Manager you’ll build...  ...creating sharp strategic pitches and...  ...and execute cross-sell opportunities...  ...across sales and credit or... 
    Suggested

    HSBC Global Services Limited

    New York, NY
    2 days ago
  •  ...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,... 
    Suggested

    Confidential

    New York, NY
    3 days ago
  • $110k - $230k

     ...breadth provide our clients with a stable and reliable financial partner,...  ...Banking or our Trade Services, Commodities,...  ...Overview The Vice President, Customer Relationship Manager manages all aspects...  ...at the strategic level with a focus...  ...documentation, review executed documentation... 
    Suggested

    Bank of China Limited, New York Branch

    New York, NY
    6 days ago
  •  ...Vice President, Corporate Banking Relationship Manager About the Company Well...  ...established global financial institution...  ...lending services. Industry...  ...to take on a strategic role in the maintenance...  ...and growth of client relationships...  ...Sales/Revenue Confidential
    Suggested

    Confidential

    New York, NY
    4 days ago
  • $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... 
    Suggested
    Full time
    Work at office
    Remote work

    iCapital Network

    New York, NY
    9 hours ago
  • $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 placement
    Work at office
    Local area
    Work from home
    Worldwide

    SMBC

    New York, NY
    2 days ago
  • $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... 
    Full time
    Contract work
    Work at office
    Local area
    Remote work

    MUFG

    New York, NY
    1 day ago
  • 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... 

    Jobtailor

    New York, NY
    3 days ago
  • 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 office
    Remote work

    Private Client Select Insurance Services LLC

    New York, NY
    2 days ago
  • IDB Bank in New York is seeking a Senior Relationship Manager for Commercial Real Estate to be the primary relationship owner for assigned CRE clients. You will drive growth by delivering integrated banking solutions and coordinating with product and coverage teams across... 

    IDB Bank

    New York, NY
    6 days ago
  • 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... 

    JPMorgan Chase & Co.

    New York, NY
    2 days ago
  •  ...Senior Vice President, Sales, Strategic Integrators & OEM Solutions About the Company Offers payment...  ...markets. Industry Financial Services Type Privately Held About...  ...include identifying and nurturing relationships with large OEMs, manufacturers, and... 
    Remote work

    Confidential

    New York, NY
    5 days ago
  • 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 work
    Flexible hours

    Coastal Pay

    New York, NY
    6 days ago
  • $55k

     ...for sensitive financial information....  ...The Account Executive, Renewal Sales is a key participant...  ...account management, cross selling...  ...and established relationships, and strategize, negotiate, and...  ...in Financial Services and/or consultative...  ...of our clients at the center... 
    Temporary work
    Remote work
    Flexible hours
    Day shift

    Kapitus

    New York, NY
    a month ago
  • $122.5k - $423.78k

     ...Description & SummaryThe OpportunityAs a Client Relationship Executive - Financial Crimes Managed Services, you will play a pivotal role...  ...campaigns, and effective sales strategies to engage clients...  ...this role at PwC, you will lead strategic business growth efforts, making... 
    Full time
    Contract work
    Temporary work
    H1b
    Local area

    PwC

    New York, NY
    2 days ago
  • JPMorgan Private Client Relationship Manager - New York, NY New York...  ...to explore the vast financial possibilities their...  ...of wealth management services. This includesregularly...  ...informed and strategic guidance. Build a robust...  ...U.S. in credit card sales and deposit growth... 
    Full time
    Temporary work
    Work at office
    Immediate start

    JPMorgan Chase & Co.

    New York, NY
    6 days ago
  • $180k - $230k

     ...Strategic Customer Success Manager (CSM) The Strategic Customer Success...  ...is a key post-sales role focused on driving...  ...multi-stakeholder relationships, proactively...  ...and ROI, and drive executive alignment on strategy...  ...businesses in financial services, retail, market intelligence... 
    Work at office
    3 days per week

    Nimble

    New York, NY
    3 days ago
  •  ...Description The Strategic Financing...  ...Banking & Sales and...  ...emerging financial innovations...  ...team is client-centric, serving...  ...: As a Vice President in the...  ...execution, and supporting...  ...You will manage the "full...  ...maintain client relationships by responding...  ...services and payments... 

    JPMorgan Chase & Co.

    New York, NY
    a month ago
  • $219k - $249.9k

     ...Overview CRE Relationship Manager III This position...  ...developing and servicing client relationships in...  ...as well as the strategic expansion and cross...  ...high-impact sales and business development...  ...end-to-end deal execution—from targeted...  ..., pre-screen financial analysis, and structuring... 
    Full time
    Part time
    Local area

    Capital One

    New York, NY
    26 days ago
  • $140k - $170k

    Relationship Manager VP - Financial Institutions Base pay range $140,000.00...  ...understanding of the clients\' business...  ...challenges and creating strategic recommendations based...  ...banking products and services to the Financial Institutions...  ...-proposition to sales leads and current... 
    Full time

    Social Capital Resources

    New York, NY
    2 days ago
  • Bank of China USA seeks a Vice President, Customer Relationship Manager to lead strategic customer relationships and grow the...  ...sessions, assess needs, provide financial advice and develop new products...  ...leading a team to deliver excellent service while ensuring regulatory... 

    Bank of China USA

    New York, NY
    6 days ago
  • $192k - $288k

     ...: Commercial and Business Sales, Professional, Banking & InternationalCompany...  ...: CitiThe Mid-Corp Relationship Manager is a strategic professional who closely...  ...Responsibilities:Calls on clients to deepen relationships...  ...sound banking and financial advice and solutions to clientsDemonstrates... 
    Full time

    Citigroup

    New York, NY
    3 days ago
  • $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 time
    Contract work
    Work at office
    Remote work
    Shift work

    Citigroup

    New York, NY
    3 days ago
  • A financial services company is seeking a Commercial Relationship Manager to manage and grow a portfolio of business clients. This role involves analyzing financial statements, structuring loans, and developing new business opportunities. Candidates should have a Bachelor... 

    Holiday Financial Services Corporation

    New York, NY
    5 days ago
  • $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

    Benefit Plans Administrative Services, Inc.

    New York, NY
    4 days ago
  • $289.6k - $398.2k

     ...Enterprise Sales Leader Uniphore is...  ...data: all in the service of creating the most...  ...leader to drive strategic growth across Fortune...  ...and Global 2000 clients. This role is...  ...–oriented Client Executive who excels at navigating...  ...Existing C-suite relationships in target... 

    Uniphore

    New York, NY
    1 day ago
  •  ...simple, scalable management of AI agents...  ...Manager, Strategic Accounts is a...  ...across multiple executives and departments...  ...the customer relationship and drive deep...  ...Ownership over the financial health,...  ...highly strategic, client-facing, Individual...  ...g., Financial Services, Airlines, etc... 
    Full time
    Contract work

    Netomi

    New York, NY
    9 hours ago
  •  ...investment manager, with $2.2...  ...brings to clients the best...  ...of Senior Vice President, Client Executive to join the...  ...following ways: Relationship Management...  ...role. Strategic Advisory:...  .... Sales Lifecycle...  ...product and service enhancement...  ...years in financial services,... 
    Worldwide
    Flexible hours

    BNY

    New York, NY
    2 days ago
  • Expedite Talent Solutions in Alpharetta, GA is seeking a Sales/Account Manager to proactively contact prospects, schedule in-person meetings, and build long-term client relationships. The role requires understanding client projects, staffing needs, and company culture,... 

    Expedite Talent Solutions

    New York, NY
    6 days ago
  • $150k - $180k

     ...Senior Relationship Manager Commercial Real Estate...  ...bank for our clients by putting their...  ...exceptional service down to the smallest...  ...property financial modeling,...  ...underwriting, prepare CRE lending...  ...Risk Management, executive officers, particularly...  ...financial sales performance.... 
    Bank staff
    Work at office

    IDBNY

    New York, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relationship Executive (CRE) - Financial Services - Sales Vice President, Strategic Relationship Management. Be the first to apply!