Senior Manager 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 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.

The team

Our Strategic Relationship Management team focuses on building and expanding executive-level client relationships that drive long-term growth across priority accounts. The team works closely with business, industry, and account leaders to identify opportunities, shape go-to-market strategies, and support coordinated sales efforts across Deloitte’s offerings. This role sits at the intersection of relationship management, sales strategy, and cross-functional leadership. In this role, candidates will have responsibility for relationship and business development, as well as sales for the wide range of services offered by Deloitte's US subsidiaries.

The individual is responsible for building the relationship between Deloitte and the client, helping to market Deloitte's services and capabilities, as well as the planning and penetration of target areas within the client's organization.

Work you’ll do

• 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

The successful candidate would possess these skills

• 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

Qualifications

Required

• 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