Client Relationship Executive - Financial Services Industry, Insurance Sector

Company: Deloitte
Location: Jersey City
Posted on: January 16, 2022

Job Description:

Position SummaryClient Relationship Executive (CRE) - Financial Services Industry - Insurance SectorDeloitte 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, 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 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 functionsDeveloping strategic and tactical plans to generate revenueBuilding relationships with key executives to generate and develop ideas, pursue opportunities, and close salesIdentifying and influencing key decision-makers at all levels within the client organizationAssisting the account team with qualifying, pursuing and closing opportunitiesPlaying a leadership role in pursuits and an oversight role in the development of proposalsCoordinating the efforts of Deloitte's cross-disciplinary teams during the sales processWorking 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 accountThe ideal candidate will have a significant level of relationship and business development experience within the Insurance Sector, 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 10-15 years of experience within the FSI marketplace.Required Qualifications:10+ years' experience as a named account relationship and/or business development manager serving Fortune 500 clients within the -Financial Services Industry -marketplacePrevious experience delivering a breadth of management consulting services to Insurance clientsStrong professional services sales management knowledge and experienceIn-depth understanding of the Financial Services industryFluency in key sector domains, especially areas of increased client prioritization including but not limited to: Data, Finance Transformation, Operational strategy and tech modernization, Workforce of the future, Controls and reporting modernization, Managed services, Third party riskStrong global, cross-business teaming skillsProven ability to develop and secure relationships at all levels within a client organizationExperience in relationship building that increases account penetration and leads to increased revenue opportunities with new and existing clientsDemonstrable ability to leverage pre-existing network of clients or contacts in the marketplaceSuccess 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 pursuitsPoise, executive presence, and high articulacy. A strong background in crafting and delivering proposals is also a requirementNew York and Chicago are preferred. Other locations considered. - -Bachelor's degree required, MBA is desirableMust be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.CRE_Commercial_GPS_22; -ExperiencedCMGOps; -EA_CMG_ExpHire; -EA_ExpHireRecruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.Our people and culture Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.As used in this posting, "Deloitte" means Deloitte Services LP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.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.Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. See notices of various ban-the-box laws where available.Requisition code: 40535AccoladesBusiness Development & Sales-CLIENTS, INDUSTRIES & INSIGHTSSame job available in 9 locationsChicago, Illinois, United StatesHartford, Connecticut, United StatesJericho, New York, United StatesJersey City, New Jersey, United StatesNew York, New York, United StatesParsippany, New Jersey, United StatesPrinceton, New Jersey, United StatesRochester, New York, United StatesStamford, Connecticut, United States

Keywords: Deloitte, Jersey City , Client Relationship Executive - Financial Services Industry, Insurance Sector, Accounting, Auditing , Jersey City, New Jersey