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Deloitte Client Relationship Executive - Investment Management in Raleigh, North Carolina

Deloitte Services LP is seeking high performing candidates to pursue strategic relationships at our largest and most sophisticated Investment Management accounts. Candidates should have an entrepreneurial spirit, relevant industry experience, strong relationship management skills and a proven track record in selling professional services to Investment Management firms. 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

  • Driving connectivity with broader Deloitte solutions and offerings, including Ecosystems, Alliances, Industries/Sectors, and Businesses

  • 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 Investment Management, and a proven track record in selling professional services. The candidate will understand how to develop an integrated marketing plan that targets sophisticated Investment Management firms 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 Investment Management marketplace.

Required Qualifications:

  • 10+ years' experience as a named account relationship executive, operating partner or associate at an Investment Management firm, and/or business development manager serving top clients within the Investment Management marketplace;

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

  • Strong professional services sales management knowledge and experience;

  • In-depth understanding of the industry;

  • Fluency in key sector domains, especially areas of increased client prioritization including but not limited to: Digital Transformation, Environmental, Social, & Governance (ESG), Operational Restructuring, Cyber, Revenue Enhancement, Risk & Regulatory, 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

  • 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

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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.

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