Senior Manager Client Relationship Executive (cre) – Financial Services

Senior Manager Client Relationship Executive (CRE) for Financial Services at Deloitte. Focuses on strategic relationship management, business development, and driving demand generation with key clients in the financial services sector. The role involves building executive-level relationships, identifying client needs, pursuing new opportunities, and collaborating across the firm to drive growth.

What you'd actually do

  1. Build and own relationships with key executives and decision-makers at all levels
  2. Execute against relationship strategies by monetizing relationships to drive value and impact
  3. Identify solutions that meet client needs and support fulfillment of personal and account white space goals
  4. Drive exploratory conversations with clients that reflect our business’ storefront offerings
  5. Identify and pursue new (“greenfield” and “white space”) opportunities, leveraging personal, professional, and firm networks

Skills

Required

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others
  • 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

Nice to have

  • MBA

What the JD emphasized

  • Financial Services clients
  • Financial Services industry