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.
#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$186.5k - $311k
...cultivating business relationships with clients across... ...management skills, and... ...professional services to Government... ...and develop strategic relationships... ...as well as sales for the... ...organization.As the CRE, you will:... ...key client executives through... ...capital, financial management...SuggestedContract workWork at officeLocal area- ...Senior Vice President, Commercial Relationship Manager, Asset Based Lending About the Company Large multi... ...state commercial bank & diversified financial services firm Industry Financial... ...large corporate, and sponsor-backed client segments. This role requires a...Suggested
- ...Category: Client Relationship Director Position... ...Director Strategic Accounts |... ...Growth | Service... ...to client executives, this role... ...delivery, sales, finance, and... ...commercial and financial acumen, service... ..., pipeline management, revenue forecasting... ..., Vice PresidentKey...SuggestedFull timeContract work
$180k - $220k
...Advisory Director Client Relationship Executive within our... ...Relationship Executive (CRE) to accelerate... ...that combine strategic advisory, digital... ...ROI across shared services, finance, IT, HR... ...relationship management, this leader shapes... ...of overall sales experience with...SuggestedWork at office$122.5k - $423.78k
...ApplicableSpecialismIFS - Clients & MarketsManagement... ...OpportunityAs a Client Relationship Executive - Cyber Managed Services, you will play a pivotal... ...establishing and nurturing strategic partnerships to enhance... ...opportunities through strategic sales and marketing...SuggestedFull timeH1b- Wealth Client Relationship ManagerWealth Management Client Relationship Managers at TIAA spend... ...through referrals to deliver financial solutions that ignite the... ...in delivering client service and supporting high-net worth... ...Planning Selling, Sales, TIAA Products/Services Acumen...Full timeWork at office
- ...firm specializing in clients in the dental industry... ...a Remote Client Relationship Manager/Senior Accountant to... ...Accounting 40%, Advisory Services 30% includes both business... ...to make better financial decisions. Key responsibilities... ...and provide strategic insights that drive...Remote jobFull timeTemporary work
- ...to help make financial lives better through... ...for our clients, teammates, communities... ...by military service, community... .... The Senior Relationship Manager is a high-... ...other senior executives.The Senior Relationship... ...to develop strategic client plans,... ...proven sales skills and experience...Full timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift
$143.1k - $238.5k
...developing and managing new and existing client relationships with businesses... ...income products and services appropriate to... ...established sales goals within... ...deposit and other financial service needs.... ...document the loan and execute the closing.... ...network of strategic partnerships across...Full timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ...Senior Vice President of Strategic Solutions About the... ...resolution services. Industry... ...organizational sales growth. The successful... ...for executive oversight of Vice... ...maintaining strategic relationships with major clients, designing and... .... Hiring Manager Title...
- ...Vice President of Sales & Strategic Accounts About the Company Develops... ...spearhead customer relationships, market development... ...strategic account management. The successful... ...sales, professional services, or business transformation... ...doors, owning executive relationships,...
- ...Vice President, Strategic Growth Initiatives About the Company... ...renowned financial services company specializing in investment management, research & trading... ...the development and execution of long-range plans... ...management of top strategic relationships across the...
- ...Hybrid Position As a Relationship Manager, you will own the client experience for... ...achieve or exceed its financial and non‑financial... ...accounted for, serviced, and protected from... ...relationships to grow sales, revenue, and... ...the market. Plan, strategize and target the right...Work at officeLocal area
$114.1k - $190.1k
...developing and managing new and existing client relationships with businesses... ...income products and services appropriate to... ...established sales goals within... ...deposit and other financial service needs.... ...document the loan and execute the closing.... ...network of strategic partnerships across...Full timeTemporary workWork experience placementWork visaFlexible hours- ...~ Business Relationship Manager for a large Telco... ...encompassing all service lines. ~ Develop... ...managing the entire sales lifecycle ~ Nurturing... ...~ Interact with client senior decision... ...about their strategic growth objectives... ...methodologies. ~ Strong executive presence - very...
$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...Local 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...Local area$171.6k - $338.3k
...The Team The Sales Center of Excellence... ..., Principals, Managing Directors,... ...teams, Sales Executives build relationships with qualified... ...its ServiceNow Service Line across Financial Services. The... ...leaders and strategic partners, aligning... ...based on client and market knowledge...Local area- ...Senior Vice President, Institutional Sales Manager, Taft-Hartley About the... ...Industry Financial Services Type Public... ...plans, developing relationships with key decision... ..., and executing a strategic plan for the acquisition... ...and overseeing client retention and growth...
$111.44k - $183.08k
Business Banking Relationship Manager At WSFS Bank, the Business... ...customized financial solutions with total... ...financial advice and full-service business banking, including... ...goals of business clients. Responsibilities Actively... ...progress in a sales pipeline toward converting...Visa sponsorshipWork visaFlexible hours- ...Vice President, Client Partner About the... ...software & services Industry... ...SEO Sales and Marketing... ...recruitment and management content... ...will be a strategic advisor, using... ...cultivate relationships with marketing executives and guide... ...demonstrate financial acumen. The...Freelance
$80k - $150k
...SummaryPartners with Business Banking Relationship Managers (BBRMs) to acquire new clients and expand share of wallet of... ...of businesses with annual sales from $3 to $10 million, with... ...a broad array of appropriate financial products and services, providing pertinent...Full timeWork at officeLocal areaFlexible hoursNight shift- ...Vice President, Principal Owner Development... ...Industry Financial Services Type... ...centric wealth management financial... ...serving as a strategic partner to Principal... ...driving sales growth,... ...trust-based relationships. The Western... ...including those in client solutions, wealth...Home office
- ...Strategic Account Executive, Lodging The FreedomPay Commerce Platform... ..., healthcare and financial services. FreedomPay's... ...with Customer Success Managers to ensure... ...Own the strategic relationship for a portfolio of... ...Collaborate with Sales, Product, Operations...Full timeCasual workWork at officeRemote workFlexible hours
$160k
...software as a service (“SaaS”) platform... ...to manage their end-to-end... ...acquisition, sale, financing, insuring... ...improves their financial and operational... ....The Role: Strategic National Account... ...creates business relationships with accounts... ...Account Sales Executives (ASE),...Temporary workRemote workHome officeVisa sponsorshipWork visa$123.6k - $206k
Overview:The Asset Based Lending Relationship Manager (“ABL RM”) is responsible... ...and sponsor-backed client segments. This role focuses... ...loans, FILOs, etc.)Lead deal execution from initial screening through... ...with Credit to analyze financial performance, collateral quality...Full time- Empowering Financial Futures. For more than 65 years... ...unwavering commitment to our clients have made us a... ..., and investment management clients.Our people are... ...Philadelphia, PA).OVERVIEW:The Relationship Manager, Wealth... ...timely delivery of services and regular and effective...Work at office3 days per week
- ...Vice President, Enterprise Sales, Hospital & Health Systems About the... ...healthcare services Industry Computer... ...cultivating high-level relationships, owning the direct... ...development of new strategic relationships. A data... .... Hiring Manager Title VP, Public...
- ...Vice President of Enterprise Sales, Education About the Company... ...healthcare services Industry... ...education-sector clients through direct... ...development of new strategic relationships and... ...developing and executing sales strategies... ...performance. Hiring Manager Title VP,...
- ...Vice President, Enterprise Sales, Public Sector About the... ...affordable healthcare services Industry... ...public-sector clients through direct... ...of new, strategic relationships with public-sector... ...processes and executing sales... ...lives. Hiring Manager Title VP, Public...
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!
- client services supervisor Philadelphia, PA
- member engagement manager Philadelphia, PA
- client services coordinator Philadelphia, PA
- client service manager Philadelphia, PA
- engagement director Philadelphia, PA
- client relationship manager Philadelphia, PA
- client experience manager Philadelphia, PA
- client engagement manager Philadelphia, PA
- client executive Philadelphia, PA
- client manager Philadelphia, PA


