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Featured Employers

Client Relationship Executive (CRE) - Financial Services - Sales Vice President, Strategic Relationship Management

Company: Deloitte
Location: Stamford, CT
Employment Type: Full Time
Date Posted: 07/30/2026
Job Categories: Accounting/Auditing, Consulting Services, Finance/Economics, Financial Services, Real Estate, Sales, Executive Management, Environmental

Job Description

Client Relationship Executive (CRE) - Financial Services - Sales Vice President, Strategic Relationship Management
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 Investment Management 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.

Key Responsibilities

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

Basic Qualifications

Bachelor's degree
New York; Philadelphia; Baltimore
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 you serve

Preferred Qualifications

Education: MBA
Location: New York; Philadelphia; Baltimore

Experience:

10+ years of experience as a relationship and/or business development executive working at or serving Financial Services organizations
Strong professional services sales experience and Investment Management domain knowledge
Proven track record in selling and/or delivering consulting, tax and advisory services to large global complex Fortune 100 organizations
Demonstrable relationship building experience, which increased account penetration and led to increased revenue opportunities with new and existing clients-as well as ability to leverage pre-existing network of clients or contacts in the marketplace
Experience working with strategic alliances and partners to collaborate on potential opportunities
Proven ability to assemble, collaborate and influence cross-functional teams to deliver differentiated proposals
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)
Proven track record cultivating and managing client procurement/sourcing relationships across the client enterprise and line of businesses

For individuals assigned and/or hired to work in New York state, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to New York state and 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. 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 $151400 to $311000.

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