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$175.3k - $322.9k
...differentiated financial services products... ..., a managed composable... ...portfolio, drive Strategic Growth Offerings... ...compelling client outcomes.... ...Product Sales Leader is a... ...existing account relationships as well as... ..., build executive... ...portfolio. The Vice President, Sales Executive...SuggestedLocal area$175.3k - $322.9k
...differentiated financial services products... ..., a managed composable... ...portfolio, drive Strategic Growth Offerings... ...compelling client outcomes.... ...Product Sales Leader is a... ...existing account relationships as well as... ..., build executive... ...portfolio. The Vice President, Sales Executive...SuggestedLocal area- ...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
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...alooola Client Relationship Manager About alooola ® alooola is a wealth management... ...responsible 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...Work at office- ...Senior Vice President- Chief Commercial... ...and services organization... ...dynamic and strategic Chief Commercial... ...and executing the company... ...strategy across sales, business development... ..., account management, marketing,... ...enterprise client engagement.... ...customer relationships, and...Permanent employmentFull timeRemote work
$175.3k - $322.9k
...ambitious sales... ...professional services experience... ...performing Sales Executive to focus... ...close strategic sales opportunities... ...do As a Vice President, Sales... ..., and Managing Directors... ...Workday Financials, Human... ...high-level relationships with... ...Serve as the client-facing lead...Local area- ...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
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...Mississauga, Ontario.The Vice President (“VP”), Business... ...(“KK”) through strategic partnerships with... ..., and GBD teams; manage internal and external stakeholder relationships; and lead or... ...strategic acumen, and executive communication... ..., Inc., a cloud services provider located...Contract workSummer workWork at officeLocal area$90k - $157.5k
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- Position Summary Vice President Specialized Sales Executive - Tax & Audit Cluster Introduction The Clients and Markets Acceleration Team... ...Executive at the Senior Manager level to help drive disciplined... ...internal and external relationships to mobilize the right experts...Local area
$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$80k - $140k
...an exceptional client service experience. As the Client Manager focused on... ...leaders to ensure strategic alignment and... ...status calls and executive engagementsDeveloping relationships with senior... ...the internal Sales team to identify... ...within the Financial Services / Software...Full timeTemporary workFlexible hours$97.5k - $131.63k
...highly motivated and experienced Strategic Sales Executive to drive growth and expand market... ...and are skilled at building strong relationships with enterprise clients, including C-Suite executives.... ...Maintain accurate sales forecasting and manage the sales pipeline using CRM...Full timeWork at officeRemote workWorldwide- ...budgetResponsibilities:Builds relationships at appropriate client level to help... ...launchContributes strategic offering to client... ...with Project Managers and Producers on project... ...initiation and execution project planning and... ...velocity—all to the service of helping businesses...Work at officeRemote work
$97k - $189k
...fullest potential. The Managing Director Strategic Claim Oversight... ...Ensures the effective execution of claims handling practices... ...quality, customer service delivery and... ...collaborative working relationships with internal and external... ...their physical, financial, emotional and...Full timeWork experience placementWork at office$120k - $210k
...CTPurpose of the RoleThe Sales and Client Service Specialist is responsible... ...adoption of BestX's multi-asset execution analytics and decision... ...expertise, sales, and relationship management to help institutional... ...workflows, challenges, and strategic objectives, translating these...Full timeContract workTemporary workFlexible hours$225.4k - $316.25k
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$200k - $225k
...Leader to drive strategic growth across New... ...surrounding region. This executive-level position is designed for a relationship-builder, market... ...professional services and how... ...agencies, public-sector clients, and industry partners... ..., capture management, or strategic growth...Contract workFlexible hours$90k - $157.5k
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