Client Relationship Executive - Financial Services

Deloitte Services LP is seeking high performing candidates to pursue strategic relationships at our largest and most sophisticated Financial Services industry accounts. Candidates should have an entrepreneurial spirit, relevant industry experience within banking, payments and/or the technology segment, strong relationship management skills and a proven track record in selling professional services. In this role, candidates will focus on one or two specific clients and have responsibility for business development at those designated clients for the wide range of services offered by Deloitte's US subsidiaries. 

The Client Relationship Executive (CRE) is responsible for building the relationship between Deloitte and the client, helping to market Deloitte's services and capabilities to the client, and the strategic planning and penetration of all areas within the client's organization. The role involves:

• Driving targeted campaigns across the breadth of a client's business units and functions
• Developing strategic and tactical plans to generate revenue
• Building relationships with key executives to generate and develop ideas, pursue opportunities, and close sales
• Identifying and influencing key decision-makers at all levels within the client organization
• Assisting the account team with qualifying, pursuing and closing opportunities
• Playing a leadership role in pursuits and an oversight role in the development of proposals
• Identifying and developing unique programming that helps reinforce Deloitte’s partnership with clients, including alignment of core values and supports client stakeholder career growth plans
• Supporting and mentoring junior members of the Deloitte team in the art of relationship development
• Supporting development of community and non-profit connections between the client, Deloitte and the broader community
• Building connections with the global Deloitte teams supporting the client and helping enable Deloitte to serve its client teams globally
• Coordinating the efforts of Deloitte's cross-disciplinary teams during the sales process
• Working closely with Deloitte's Lead Client Service Partner (LCSP) to ensure that the client business and financial plan is developed, monitored and that sales processes are consistently executed across the account
• Local to NY area is preferred. 

The ideal candidate will have a significant level of relationship and business development experience within the Banking and Capital Market, and a proven track record in selling professional services. The candidate will understand how to develop an integrated marketing plan that targets sophisticated financial institutions and their service needs. The candidate should have a sound understanding of the professional service delivery process and ideally will have experience delivering engagements at some point within their career. The typical candidate will have 5-10 years of experience within the FSI marketplace.

Required Qualifications:

• 12+ years’ experience as a named account relationship and/or business development senior manager serving Fortune 500 clients within the Financial Services Industry marketplace.
• Previous experience delivering a breadth of consulting and advisory services to Banking and Fintech clients.
• Strong professional services sales management knowledge and experience.
• In-depth understanding of the assigned industry.
• Fluency in key sector domains, especially areas of increased client prioritization including but not limited to: Consumer Banking Payments, Corporate Social Responsibility and DE&I, Risk & Regulatory, Digital Transformation, Customer Agenda, and Cloud
• Strong global, cross-business teaming skills
• Proven ability to develop and secure relationships at all levels within a client organization.
• Experience in relationship building that increases account penetration and leads to increased revenue opportunities with new and existing clients.
• Demonstrable ability to leverage pre-existing network of clients or contacts in the marketplace