Deloitte · 1 day ago
Senior Manager Client Relationship Executive (CRE) - Financial Services
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
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
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
Deloitte is a business consulting company that offers audit, consulting, financial advisory, and tax services.
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)
Funding
Current Stage
Late StageLeadership Team
Recent News
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2026-01-06
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