Client Relationship Executive
$185k - $278kGrant Thornton
Job Title : Private Equity Director Client Relationship Executive (CRE) Overview Grant Thornton is seeking a Private Equity Director Client Relationship Executive (CRE) to drive growth across private equity funds and portfolio companies through deep, trust‑based executive relationships, high‑impact solution orchestration, and active daily prospecting. The role centers on Commercial Due Diligence while identifying additional M&A‑related opportunities, operating at the intersection of solution strategy, pursuit leadership, and executive relationship management. Key Responsibilities Active Prospecting & Business Origination Conduct rigorous daily prospecting across assigned accounts, targets, and markets—originating new business through outbound calls, executive meetings, and relationship development. Meet sales production targets and goals with minimal oversight. Generate new sales opportunities by consistently and systematically initiating contacts; pursue prospects to secure meetings and win referrals. PE Growth Leadership & Account Strategy Lead account and pursuit strategies across assigned PE funds and portfolio companies, focusing on Commercial Due Diligence and other Advisory opportunities. Act as the originator of new client relationships with PE funds, building relationships that open access to portfolio‑wide opportunities. Serve as deal/solution architect—shaping GT’s capabilities into clear value propositions, solution narratives, and commercially viable program structures. Translate client needs into scalable, differentiated solutions; partner with offering and solution strategy leaders to ensure solutions are executable and repeatable. Drive proposal strategies emphasizing measurable outcomes, defined governance, and practical implementation plans. Position GT’s full‑service approach—unifying data‑driven insights, technology modernization, and shared services/outsourcing to deliver speed, efficiency, and ROI at scale. Champion responsible, practical AI adoption in pursuit narratives, coordinating with AI and risk leaders as needed. Maintain executive presence in client conversations (Board/C‑suite), aligning Advisory pursuits to growth, risk, profitability, and performance priorities. Pursuit Leadership & Win Strategy Identify winning strategies by deeply understanding client needs; coach pursuit teams through qualification, solutioning, pricing, and closing. Participate in solution‑specific sales presentations and executive working sessions; facilitate alignment across stakeholders. Negotiate and participate in pricing strategy to ensure GT is competitive while protecting value. Market Presence & Executive Connectivity Project executive presence; build effective relationships with senior partners and C‑suite executives. Identify key decision makers at client and prospect organizations at the C‑suite and Board levels. Cultivate relationships across executive networks, industry forums, and alliances to build GT relevance. In partnership with marketing, activate events, campaigns, and thought leadership to build pipeline. Operational Discipline & Firm Stewardship Use CRM/OneView daily to ensure activity, pipeline, and customer data are current and decision‑useful. Participate in the Sales Verification Process (SVP) for all origination claims. Model GT’s commitment to quality, integrity, and trust in all client interactions. Technical Skills & Qualifications 10+ years of progressive experience in professional services (commercial due diligence preferred), including experience with private equity firms, portfolio companies, or PE‑backed businesses, and complex solution selling or enterprise transformation pursuits with C‑suite/Board‑level buyers. Demonstrated success building and expanding executive relationships with PE fund executives and driving measurable growth outcomes in a matrixed professional services environment. Ability to identify, coordinate, and advance commercial due diligence opportunities across PE funds and portfolio companies, in addition to other Advisory opportunities. Strong commercial acumen: qualification discipline, win strategy, pricing, negotiation, and executive storytelling. Proven ability to translate complex capabilities into clear value propositions and scalable pursuit narratives; comfortable operating at the intersection of strategy and go‑to‑market. Experience selling and structuring multi‑year programs (including managed services/outsourcing/shared services models) preferred. Direct experience in professional services firms, with working knowledge of partner‑led, client‑service organizations. Advanced communication and presentation skills (executive‑level decks, whiteboarding, facilitating decision sessions). Bachelor’s degree or equivalent professional experience required; MBA or other advanced degree preferred. Travel up to 10% variable by portfolio. Compensation The base salary range for this position is between $185,000 and $278,000. Placement within the pay range is at Grant Thornton’s discretion, based on multiple factors, including job‑related knowledge/skills, experience, business needs, progression within the role, geographic location, and internal equity. Equal Employment Opportunity Grant Thornton is an equal opportunity employer and provides reasonable accommodation for qualified applicants or employees with disabilities, unless such accommodation would cause undue hardship. We do not require or administer lie detector tests as a condition of employment. All hiring decisions are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy, sexual orientation, gender identity or expression, citizenship status, veteran status, or disability characteristics protected by law. #J-18808-Ljbffr
$180k - $220k
...Grant Thornton is seeking an Advisory Director Client Relationship Executive within our Outsourcing solution to join the team. Approved office locations can be found below. Job Description Grant Thornton is seeking an Advisory Director Client Relationship Executive (CRE...SuggestedWork at office$151.4k - $311k
...performing candidates to pursue strategic relationships at our largest and most sophisticated... ...will focus on one or two specific clients and have responsibility for business development... ...subsidiaries.The Client Relationship Executive (CRE) is responsible for building the...Suggested$180k - $220k
Grant Thornton is seeking an Advisory Director Client Relationship Executive within our Outsourcing solution to join the team. Approved office locations can be found below.Job Description:Grant Thornton is seeking an Advisory Director Client Relationship Executive (CRE)...SuggestedInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$190k - $300k
Grant Thornton is seeking an Advisory Director Client Relationship Executive -Transformation to join the team. Approved office locations can be found below.Job Description:Grant Thornton is seeking an Advisory Director Client Relationship Executive (CRE) to accelerate Transformation...SuggestedInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$107.4k - $132.66k
Job Title:Client Relationship Manager ILocation:Houston, TXWhat you'll do:As a Client Relationship Manager I you'll be responsible for managing client relationships and ensuring excellent client service and delivery to the client base. You'll drive product efficiency projects...SuggestedFull time$190k - $300k
Job Description Grant Thornton is seeking an Advisory Director Client Relationship Executive (CRE) to accelerate Transformation growth through deep, trust-based executive relationships, high-impact solution orchestration, and active daily prospecting. This leader serves...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$190k - $300k
Grant Thornton is seeking an Advisory Director Client Relationship Executive - Transformation to join the team. Approved office locations can be found below. Job Description: Grant Thornton is seeking an Advisory Director Client Relationship Executive (CRE) to accelerate...Work at office- At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring... ...valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop...Temporary workWork at officeImmediate start
$130k - $150k
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Who we are looking for:The Relationship Management area is responsible for developing and improving... ...with State Street’s current clients in order to understand their needs and... ...and campaigns.Manage the negotiation and execution of client contracts. Employ marketing strategies...Full timeTemporary workWork experience placementFlexible hours$181.5k - $246.8k
Cambridge Associates LLC in Boston is seeking a Client Director to strengthen and maintain relationships with ultra-high-net-worth clients while driving new business opportunities. This role is pivotal in managing investment portfolios and requires extensive experience...- We are seeking a Senior Private Client Relationship Manager to join our Private Client team. In this role, you will serve as a trusted advisor to high-net-worth individuals and families, delivering personalized insurance solutions and exceptional service. The ideal candidate...Work at office
$102.54k - $168.45k
The Client Executive, Key Markets serves as a strategic advisor to PEO clients, driving retention, profitability, and long-term business growth. This role develops executive-level client relationships, leads strategic planning and renewal initiatives, identifies opportunities...Full timeH1bWork at officeRemote workVisa sponsorshipWork visaFlexible hours- ...seeking experienced professionals for a remote, self-directed role focused on building relationships and introducing leadership and personal development programs to prospective clients. You’ll work within a proven framework, managing your own schedule while delivering...Remote job
- Bank of America is seeking an experienced professional responsible for expanding client relationships and advising clients on their financial needs within Boston, Massachusetts. The role entails driving new investment business and collaborating with internal teams to enhance...
$181.5k - $246.8k
...plans, and ultra‑high net worth private clients implement and manage custom investment portfolios... ...global presence, local expertise, and relationships with the top global investment managers... ...scope and fee arrangements. Develop and execute pitch strategies, guiding and supporting...Work at officeLocal areaWorldwide- ...The Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available...Contract workLocal area
$120k - $225k
...tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of... ...are seeking an experienced professional who is exceptional at relationship management to focus on building and maintaining a strong and mutually...Full timeWork at officeRemote workFlexible hours1 day per week$175k - $240k
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have...Full timeRemote work$92.14k - $108.4k
...One.Job DescriptionIn today's complex and dynamic environment, clients expect to be serviced by professionals who understand the... ...industry and their client's expectations and strategic goals. USBFS' Relationship Managers are viewed as trusted advisors and we work with our...Full timeWork at officeLocal area- The Commercial Risk Client Executive is responsible for leading the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. Sr Client Executive must also evaluate and educate...Full timeContract work
- A global law firm is seeking a Client Manager in Boston or Chicago. The ideal candidate will lead client relationship strategies, support operational teams, and drive client satisfaction within a collaborative and fast-paced environment. Essential qualifications include...
$20k - $80k
...potential, one human and agent team at a time. Enterprise Client Executive (Defend Account Management Team | Enterprise & Strategic... ...role sits at the intersection of renewal ownership, executive relationship management, and expansion strategy , operating at mid-market...Remote work- ...community of innovation and success for our clients and partners. THE OPPORTUNITY... ...looking for a results-driven Client Executive to own and grow a mid-market commercial... ...sales professional who thrives on building relationships, running complex multi-stakeholder...Base plus commissionFull timeLive inLocal areaRemote workRelocation
$80k - $140k
...Relationship Manager, AVPState Street Investment Management's US Institutional Client Coverage Group is hiring a Relationship Manager, AVP (RM). In this role, the RM will... ...initiativesStrong organizational, project planning and execution skillsA clear understanding of, and the...Temporary work- ...Relationship ManagerFlywire is seeking a motivated and strategically minded Relationship Manager... ...our existing portfolio of education clients. As a trusted partner, the RM will work... ...Optimization and other teams to design and execute strategies that maximize adoption and...Contract work
$116k - $216k
...Avenue of the Americas, New York New York Job Summary The Sr Relationship Manager, Community Development Lending and Investments (CDLI)... ...responsible for sourcing opportunities, developing and maintaining client relationships, and supporting the growth of KeyBank's national...Work experience placementWork at officeFlexible hoursNight shift- ...Our platform helps insurance carriers strengthen customer relationships while streamlining operations. With a focus on collaboration... ...frictionless experience for customers along the way. As a Client Executive at Hi Marley, you'll have the opportunity to grow and develop...Full timeWork at office2 days per week
- ...project needs. We thrive on building lasting relationships and making a positive impact on the... ...Responsibilities: • Source prospective clients through internet research, social media... ...strategies. • Create and lead execution of sales for both existing customers and...Full timeLive inWork at officeLocal areaRelocation package
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