Deloitte Client Relationship Executive, Senior Manager, Financial Services Industry in New York, New York

Client Relationship Executive (CRE) Financial Services Industry

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, 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 planning and penetration of all areas within the client's organization. The role involves:

  • Driving targeting efforts 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

  • 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

The ideal candidate will have a significant level of relationship and business development experience within the Insurance Sector, 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 10-15 years of experience within the FSI marketplace.

Required Qualifications:

  • 10 years experience as a named account relationship and/or business development manager serving Fortune 500 clients within the Financial Services Industry marketplace;

  • Previous experience delivering a breadth of management consulting services to Insurance clients;

  • Strong professional services sales management knowledge and experience;

  • In-depth understanding of the assigned industry;

  • 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

  • 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);

  • Ability to influence and lead cross-functional teams in client pursuits

  • Poise, executive presence and high articulacy. A strong background in crafting and delivering proposals is also a requirement;

  • Bachelor's degree required, MBA is desirable

How you ll grow

At Deloitte, you ll sharpen your business development skills working face-to-face with high-profile clients. As a Client Relationship Executive, you ll have plenty of opportunities to collaborate and learn from the airline industry s leading innovators. You ll have access to the best training and leadership programs and learn everything you need to know to help you advance from within.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. at http://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html

Deloitte s culture

Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte.

Corporate citizenship

Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte s impact on the world. at http://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-corporate-citizenship.html

Recruiter tips

We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you re applying to. Check out recruiting tips from Deloitte professionals. at http://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html

Category: Business Development / Sales / Marketing

About Deloitte

As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.