Manager, Client Relationship Executive Financial Services, Clients & Markets

Deloitte LLP; Birmingham, Belfast, City of Edinburgh, Glasgow, Aberdeen City; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading consulting firm in the United Kingdom is seeking a Client Relationship Executive to enhance client relationships and drive strategic growth. You will play a pivotal role in managing accounts, collaborating with teams, and ensuring client satisfaction. The ideal candidate possesses robust stakeholder management skills, project management experience, and expertise in the Financial Services sector. This role offers a hybrid working approach in Birmingham, supporting work-life balance and career development opportunities.

Benefits

Hybrid working policy

Career development opportunities

Diverse and inclusive culture

Qualifications

• Proven ability to build trusted relationships with senior stakeholders.
• Confident in working with senior teams to deliver results.
• Demonstrable experience in a client-facing role.
• Strong track record of executing initiatives to tight deadlines.
• Experience within the Financial Services industry, ideally in Insurance.
• Strong emotional intelligence with success in building rapport.
• Confident with financial reporting and identifying trends.
• Understanding of risk monitoring.
• Experience working in remote teams.
• Experience using CRM systems to generate actionable intelligence.

Responsibilities

• Leverage stakeholder relationships to drive action across accounts.
• Develop and execute account strategies and growth plans.
• Share insights and thought leadership with clients.
• Lead knowledge sharing and coaching within account teams.
• Maintain financial oversight and business planning.
• Monitor risk profiles on aligned accounts.
• Contribute to industry and sector development.

Skills

Stakeholder Management

Leadership

Client-Facing Experience

Project Management

Financial Services Expertise

Emotional Intelligence

Quantitative Literacy

Risk Management

Remote Team Collaboration

CRM Proficiency

Presentation Skills

Technical Proficiency

Tools

Salesforce

Microsoft Office

Job description

Aberdeen, Belfast, Birmingham, Bristol, Cambridge, Cardiff, Edinburgh, Gatwick, Glasgow, Guernsey, Ipswich, Isle of Man, Jersey, Leeds, Liverpool, London, Manchester, Milton Keynes, Newcastle, Nottingham, Port Talbot, Reading, Southampton, St Albans

Business Line

Enabling Functions

Job Type

Permanent / FTC

Date published

16-Jan-2026

21851

Connect to your Industry

Deloitte’s Clients & Markets function is a 300-strong enabling team of varied disciplines, with a common purpose of enhancing our reputation, relationships and revenue in the market.

Our Client Relationship Programme comprises a number of ways in which we provide best in class account support for our priority clients. The Client Relationship Executive (CRE) plays a pivotal role, working alongside our Lead Client Service Partner (LCSP) to bring the best of Deloitte to our clients.

Our CREs are aligned to the firm’s priority accounts which are often sophisticated and complex in their nature, industry leading or well-known brand names, with a footprint in the UK or globally.CREs develop strength and depth in relationships, internally and externally, to leverage opportunities for growth.

Connect to your career at Deloitte

Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more.

What brings us all together at Deloitte?It’show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost .

Connect to your opportunity

As a Client Relationship Executive, you will play a central and important role within the account team, acting as the focal point for communications and activity. These are relationship focused roles not sales and project delivery roles. Your responsibilities will include:

• Strategic Relationship Management: Leveraging stakeholder relationships to drive action and ensure seamless communication across the account. Our CREs are expected to build relationships both with the internal account team as well as with the client stakeholders
• Account Strategy & Growth: Collaborating with market-facing account teams to develop and execute strategic ambitions, understanding client needs, industry trends, and Deloitte's full suite of offerings.
• Insight & Thought Leadership: Identifying and sharing valuable insights, thought leadership, and points of view with the account team and key client stakeholders to nurture and develop relationships.
• Team Building: Leading knowledge sharing, coaching the account team on client challenges and trends, and bringing the account team together to best serve our clients. Helping the LCSP lead the account team.
• Financial & Market Oversight: Reviewing and sharing information on client buying behaviours and the competitor landscape, maintaining financial oversight and reporting, supporting annual business planning, and building knowledge of alternative pricing and delivery models.
• Risk & Compliance: Appropriately monitoring the risk profile on your aligned accounts and ensuring effective compliance with contractual obligations.
• Community & Voice of the Client: Sharing leading practices, enhancing the CRE community, and contributing to industry and sector development by sharing client insights. You will truly represent the 'voice of the client' in all that we do.

Connect to your skills and professional experience

We are looking for candidates that are experienced in relationship/account management roles with a passion for client excellence and a curiosity for their clients’ business.

Essential skills and experience

• Senior Stakeholder Management: Proven ability to build trusted peer relationships with senior stakeholders.
• Leadership & Collaboration: Confident in working with senior teams and collaborating effectively with busy professionals to deliver results, with excellent stakeholder management skills and the ability to make proactive decisions quickly.
• Client-Facing Experience: Demonstrable experience in a client-facing role.
• Project Management: Excellent project management skills with a strong track record of executing initiatives to tight deadlines.
• Financial Services Expertise: Experience working within or a strong understanding of the Financial Services industry, ideally within Insurance.
• Emotional Intelligence: Strong emotional intelligence, with demonstrable success in building rapport and credibility across all levels of seniority, adapting your style to create maximum impact.
• Quantitative Literacy: Confident with financial reporting, able to identify the 'story behind the numbers' to spot trends, themes, and recommend courses of action.
• Risk Management: Understanding of and ability to monitor risk effectively.
• Remote Team Collaboration: Experience working effectively within remote teams.
• CRM Proficiency: Experience using and promoting engagement in CRM systems to generate powerful, actionable intelligence for accounts.
• Presentation Skills: A confident and engaging presenter.
• Technical Proficiency: Proficient with Microsoft Office tools.
• Experience of a client serving role; knowledge of client take on procedures/processes
• Experience of using Salesforce as a CRM tool
• Professional services experience or knowledge of how a partnership structure operates
• Knowledge or experience of procurement, pricing and contracting

Connect to your business - Enabling Functions

Collaboration is central to everything we do at Deloitte. From IT to HR, marketing and more, our teams help to support the wider business in everything they do. Bringing your individual skills and specialist knowledge, you can make a far-reaching impact. Come join us.

Clients & Markets

We bring together capabilities and best practices from around the globe to deliver relationship development activities, marketing and corporate affairs, whilst our operations team is focused on ensuring we’re constantly improving what we do.

Personal independence

Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request.

Connect with your colleagues

"The support that Deloitte offers is great, and the work is always interesting and motivating.”

-Jim, Enabling Functions

"Deloitte’s a large, complex and fast-paced organization but it’s open to new ideas. Everyone is encouraged to show initiative and challenge the norm."

-Lisa, Enabling Functions

Our hybrid working policy

You’ll be based in one of our UK offices with hybrid working.

At Deloitte we understand the importance of balancing your career alongside your home life. That’s why we’ll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you’ll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You’ll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role.

Our commitment to you

Making an impact is more than just what we do: it’s why we’re here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before.

We want you. The true you. Your own strengths, perspective and personality. So we’re nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we’ll take your wellbeing seriously, too. Because it’s only when you’re comfortable and at your best that you can make the kind of impact you, and we, live for.

Your expertise is our capability, so we’ll make sure it never stops growing. Whether it’s from the complex work you do, or the people you collaborate with, you’ll learn every day. Through world-class development, you’ll gain invaluable technical and personal skills. Whatever your level, you’ll learn how to lead.

Connect to your next step

A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you’ll experience a purpose you can believe in and an impact you can see. You’ll be free to bring your true self to work every day. And you’ll never stop growing, whatever your level.

Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers