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$141.35k - $207.9k
...consists of Portfolio Managers, Underwriters, Credit... ...This team manages Ag relationships throughout its life -... ...a change in their financial service needs. The Sr. Relationship... ...with existing clients, you have the ability... ...You have 5 years sales experience with 2 years...SuggestedFull timeLocal areaRemote workFlexible hours- ...is seeking a proactive, sales-oriented Relationship Manager to own and grow relationships... ...existing and prospective clients. This role is responsible... ...to clients to introduce services, maintain engagement, and... ...conversations • Strategic thinker who can identify...SuggestedFull timeWork at office
- alooola is seeking a Client Relationship Manager to service an existing client base and develop new business nationwide, primarily for corporate retirement... ...to optimize plan allocations. You will own the full sales cycle—from prospecting to close—and travel to client offices...Suggested
$60k
...a looola Client Relationship Manager About alooola ® alooola is a wealth management... ...for meeting with and servicing an existing client base... ...or meet any of their other financial goals. Build and work a... ...day, you'll: Own the full sales cycle: prospecting, first conversations...SuggestedFull timeWork at office- ...Managing Director, Strategic Claims Oversight, Healthcare Severity... ...products & related services Industry Insurance... ...Insurance Financial Services Information... ...the effective execution of claims handling... ...maintaining collaborative relationships with internal and...
- ...Citizens Private Client Relationship Manager (PCRM) At Citizens, our mission is... ...personalized, world-class financial planning and advice to help... ...investments, and lending balances by executing comprehensive discovery and... ...centric, initiative-taking sales environment. ~ Experience...Local area
- ...Vice President, Private Credit & Structured Product... ...of investment management, research & trading services Industry Financial Services Type... ...accounting relationship management research... ...with a focus on client solutioning and... ...private credit strategic operating model...
$140k - $180k
...partner, and managed services provider focused... ..., we help clients achieve operational... ...client relationships built on trust... ...and delivers sales... ...position SAP financial, targeted industry... ...relationships with strategic partners (including... ...C-level executives and key C-suite...Contract work- ...responsible for building strong relationships with clients at a strategic level, driving thought... ...close collaboration with service line leads, solutioning... ...and regional account/sales team in the pursuit of US... ...Business Development, Account Management or Client Services....Contract work
- Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial... ...during times of loss Manage your own book of business through... ...Represent core values: Service Over Sales, always putting clients first...Full time
- ...Vice President, AI Security & Data Protection Governance... ...of investment management, research & trading services Industry Financial Services Type... ...fund accounting relationship management research... ..., and engaging with executive and regulatory audiences...
- ...Vice President, AI Security Architecture About the Company Expanding provider of investment management, research & trading services Industry Financial Services Type Public Company Founded... ...fund accounting relationship management research...
- ...Senior Engagement Manager (SEM) for its Financial Services (BFS) vertical with... ...transformation sales. The individual will lead client engagement activities... ...growth and expand strategic client relationships.The SEM will be... ...DevelopmentBuild and strengthen executive relationships with...Full timeContract workTemporary work
- ...Vice President, Penetration Testing Engineer About the Company Expanding... ...provider of investment management, research & trading services Industry Financial Services Type Public Company... ...fund accounting relationship management research trading...
- ...be assessing client needs and utilizing... ...manage multiple technical... ...skills from pre-sales to... ...effective working relationships within CRD and... ...decision makers. Strategically solve problems... ...) Design and execute technical... ...experience in the Financial / Software Services industry (...Full timeRemote workFlexible hours
$117k - $167k
...Sr. Strategic Account Manager Date: Sep 9, 2026 Req ID: 6251... ...with $6+ billion in sales, 30,000+ employees worldwide... ...for developing and executing strategic account... ...key customer relationships, identifies and advances... ...product platforms and services, including CDMO...Long term contractContract workTemporary workWork experience placementLocal areaWorldwide$265.54k
...business. The Red Hat Financial Services Vertical is looking... ...for an Sr. Account Executive to cover strategic accounts in the New... ...success, and build relationships to guide technical... ...large enterprises, managing long-term strategic... ...while achieving sales goals Promote the...Permanent employmentFull timeContract workWork experience placementWork at officeRemote workFlexible hours- ...Strategic Account Manager - Cold Storage, Commercial Roofing Requisition... ...for developing and executing account strategies... ...on building deep relationships with major owners,... ...food logistics. Sales Execution • Drive... ...management, and technical services to develop targeted...Full timeFor contractorsLocal areaRemote workFlexible hours
$126.5k - $281k
NTT DATA Services strives to hire exceptional... ...seeking a Client Executive to join our... ...all financial targets, service... ...offerings as well as management of a diverse... ...dispersed sales organization... .../customer relationships, implement change... ...efforts and strategic account plan·...Temporary workRemote workWork from homeHome officeFlexible hours$90k - $157.5k
...Counterparty Credit Risk Manager within the Global... ...of the wider Financial Risk team within... ..., and sales and trading in foreign... ...Develop good working relationships with traders and... ...in the financial services industry within credit... .... We keep our clients at the heart of...Temporary workWork experience placementFlexible hours- ...2026-08-14Lead Strategic Food Service Operations at Hackensack... ...Health NEW SALE! Sodexo is seeking a Client Executive 2 (Single Client)... ....Accountable for managing people, setting direction... ...trusted client relationships through expert... ...business and financial acumen, with a skillset...Contract workLocal areaWorldwide
- ...Client-Facing Sales Professional BlackRock's US Wealth Advisory... ...("USWA") business manages the firm's relationships with US retail investors and financial advisors.... ...BlackRock selling system to execute high-impact client... ...~ Strong financial services background with knowledge...Part timeApprenticeshipWork at officeLocal areaWork from homeFlexible hours1 day per week
$114k - $160k
Senior Account Manager, Foodservice \u2013 Taste... ...focus on Quick Service Restaurants (QSRs)... ...dsm-firmenich Sales, we are the voice... ...growth in a highly relationship-driven, fast-paced... ...plan\n * Provides clients with general and specific... ...acumen and strategic mindset, with the...Hourly payFull timeRemote workFlexible hours$336.9k
...chronic disease management drive... ...including whole-sale acquisition... ...access. Relationships Reports to: Senior Vice President, Market... ...Access and Strategic Pricing, Global... .... Executive and governance... ...Patient Support Services, Trade and... ...customer, financial and...Contract workInterim roleLocal areaFlexible hoursNight shift- ...We are seeking a strategic Key Account Manager to oversee and... ...focused on deepening relationships and expanding... ...is a polished client-facing professional... ...who excels at executive-level relationship... ...exceptional service delivery while driving... ...operations, sales, and leadership...
- ...innovative financial, marketing services, and... ..., and our strategic partners'... ...Strategic Account Manager will serve... ...Regional Sales Managers.... ...to ensure client satisfaction... ...Account Executives to identify... ...relationships with Account... ...and annual President's Club....Contract workTemporary workLocal areaRemote workFlexible hours
- ...Job Title Manage the day-to-day service delivery for an... ...property & casualty clients, including... ...building trusted relationships with clients, carrier... ..., Account Executives, carriers, and... ...service needs, strategic initiatives, and... ..., tax and financial services. In certain...
- ...touchpoint is managed effectively... ...improve patient services. We employ an... ...Position The Vice President, US Portfolio... ...areas. Relationships Reports to SVP... ...Strategy: Recommend strategic trade-offs on... ...planning and execution of product... ...expertise in financial and business...Work at officeLocal area
$50k - $70k
...development Account Manager - Insurance Sales & Business Growth... ...into long-term clients. This role is ideal... ...Conduct strategic policy reviews to identify... ...maintain strong client relationships to drive retention... ...busy insurance and financial services office has a...Base plus commissionFull timeFor contractorsWork at office
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