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Deloitte · 1 day ago

Senior Manager Client Relationship Executive (CRE) - Financial Services

Jericho, NY

Full-time

Onsite

Senior Level, Lead/Staff

$186K/yr - $311K/yr

10+ years exp

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 Financial Services clients, driving demand-generation and growth for Deloitte through relationship management and client engagement.

AccountingConsultingFinancial ServicesLegalProfessional ServicesRisk Management

Growth Opportunities

H1B Sponsored

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

Qualification

Financial Services experienceBusiness developmentRelationship managementProfessional services salesClient procurement relationshipsMBAMarket insightsStrategic alliancesCross-functional collaboration

Required

Bachelor's degree

Must be based in the New York Tri-state area

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 industries/sectors you serve

Limited immigration sponsorship may be available

Preferred

Education: MBA

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 Financial Services 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

Benefits

Discretionary annual incentive program

Company

Deloitte

Glassdoor4.0

Deloitte is a business consulting company that offers audit, consulting, financial advisory, and tax services.

Founded in 1845

London, England, GBR

10001+ employees

https://www2.deloitte.com

H1B Sponsorship

Deloitte has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2025 (6871)

2024 (4911)

2023 (5604)

2022 (8090)

2021 (5993)

2020 (10388)