Senior Manager Client Relationship Executive (CRE) - Financial Services

Princeton, NJ (Unknown)

$187K/yr – $311K/yrSenior Level10+ years expFull time

Posted 2 months ago

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Job Summary

Owns large-scale relationship management and opportunity identification within Financial Services clients, translating executive insights into multi-faceted growth across consulting, tax, and advisory services.

  • Own and monetize executive relationships to drive value and account growth across the sales lifecycle
  • Connect Deloitte capabilities to client strategy, priorities, and procurement processes to open and win opportunities
  • Collaborate across practice leaders and partners to build differentiated proposals and long-term account strategy

Job Description

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
Requirements
  • 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
Nice_to_have
  • Education: 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
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Deloitte

Deloitte drives progress. Our firms around the world help clients become leaders wherever they choose to compete. Deloitte invests in outstanding people of diverse talents and backgrounds and empowers them to achieve more than they could elsewhere. Our work combines advice with action and integrity. We believe that when our clients and society are stronger, so are we. Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited (“DTTL”), its global network of member firms, and their related entities. DTTL (also referred to as “Deloitte Global”) and each of its member firms are legally separate and independent entities. DTTL does not provide services to clients. Please see www.deloitte.com/about to learn more. The content on this page contains general information only, and none of Deloitte Touche Tohmatsu Limited, its member firms, or their related entities (collectively the “Deloitte Network”) is, by means of this publication, rendering professional advice or services. Before making any decision or taking any action that may affect your finances or your business, you should consult a qualified professional adviser. No entity in the Deloitte Network shall be responsible for any loss whatsoever sustained by any person who relies on content from this page.

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