Senior Client Relationship Director – Wealth & PE

PwC; Charlotte (NC); Sur place; USD 123 000 - 424 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

401(k)

Résumé du poste

PwC in Charlotte, NC seeks a Client Relationship Executive-AWM/PE to develop and manage strategic relationships with priority clients, identifying needs and driving opportunities within our Internal Firm Services practice.

You will set strategic direction, lead growth initiatives, manage executive relationships, and coordinate PwC capabilities across the firm to support revenue growth and client expansion.

Qualifications

• High School Diploma or equivalent required.
• 8+ years of experience in sales, marketing or PwC experience.

Responsabilités

• Develop and manage account strategies for priority clients in asset and wealth management and private equity.
• Build executive-level relationships to identify client needs and surface growth opportunities.
• Coordinate across internal teams to shape pursuit strategies, client messaging, and proposal responses.
• Use CRM platforms and pipeline data to track activity and forecast opportunities.
• Conduct market research and account planning to inform sector positioning and outreach.
• Lead complex sales cycles from qualification through proposal coordination and deal support.
• Prepare business presentations and client communications for senior stakeholders.
• Apply sales methodologies and negotiation skills to support revenue growth.

Connaissances

CRM platforms

Executive relationships

Complex sales cycles

Market research

Negotiation skills

Strategic account planning

Formation

High School Diploma or equivalent

Description du poste

PwC in Charlotte, NC seeks a Client Relationship Executive-AWM/PE to develop and manage strategic relationships with priority clients, identifying needs and driving opportunities within our Internal Firm Services practice.

You will set strategic direction, lead growth initiatives, manage executive relationships, and coordinate PwC capabilities across the firm to support revenue growth and client expansion.