Client Relationship Executive (CRE) – Financial Services

Client Relationship Executive

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 Financial Services 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 levels
• Execute against relationship strategies by monetizing relationships to drive value and impact
• Identify solutions that meet client needs and support fulfillment of personal and account white space goals
• Drive exploratory conversations with clients that reflect our business' storefront offerings
• Identify and pursue new ("greenfield" and "white space") opportunities, leveraging personal, professional, and firm networks
• Represent "voice of customer" by bringing deep client and industry knowledge throughout sales lifecycle
• Collaborate and team across industries and sectors and with Lead Client Service Partners and other account leaders to drive growth
• Be 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 priorities
• Connecting Deloitte capabilities and assets to client strategy, challenges and executive priorities
• Contribute client and industry knowledge to development of account strategy and proactively understand relevant case studies and offerings

Basic Qualifications

• Bachelor's degree
• Must be based in the New York Tri-state area
• 10+ years of professional experience
• 5 years' minimum experience working in or serving the Financial Services industry
• Ability to travel 0-20%, on average, based on the work you do and the clients and industries/sectors you serve
• Limited immigration sponsorship may be available

Preferred Qualifications

• Education: MBA
• Experience:
  • 10+ years of experience as a relationship and/or business development executive working at or serving Financial Services organizations
  • Strong professional services sales experience and Financial Services domain knowledge
  • Proven track record in selling and/or delivering consulting, tax and advisory services to large global complex Fortune 100 organizations
  • Demonstrable 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 marketplace
  • Experience working with strategic alliances and partners to collaborate on potential opportunities
  • Proven ability to assemble, collaborate and influence cross-functional teams to deliver differentiated proposals
  • Success 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

The wage range for this role 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. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. 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 $186,500 to $311,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation: