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. Requires 10+ years of experience, with 5+ years in the Financial Services industry. Role involves identifying client needs, pursuing new opportunities, and connecting Deloitte's capabilities to client strategies.

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

  • Bachelor's degree
  • 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%

Nice to have

  • MBA
  • 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

What the JD emphasized

  • 10+ years of professional experience
  • 5 years’ minimum experience working in or serving the Financial Services industry
  • 10+ years of experience as a relationship and/or business development executive working at or serving Financial Services organizations
  • 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