Client Relationship Executive - Financial Services




Hartford, CT


Position summary

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:

  • 10+ 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

  • Ability to foster connections between and among diverse sets of clients or contacts

  • Ability to work in a collaborative and diverse team environment

  • Success in playing a leading role within an account team framework (https://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. Background in crafting and delivering proposals is also a requirement.

  • Bachelor's degree required, MBA is desirable

  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

  • Ability to travel 20-60%, on average, based on the work you do and the clients and industries/sectors you serve

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $151,400 - $311,000


EA_CMG_ ExpHire


Why you should apply for a job to Deloitte:

  • 75% say women are treated fairly and equally to men

  • 90% say the CEO supports gender diversity

  • Ratings are based on anonymous reviews by Fairygodboss members.
  • Up to 16 weeks of paid time off to bond with a child as a result of birth or placement for adoption and/or to care for a family member.

  • Encore is a paid, program that eases the transition back into the workforce.