Strategic Client Relationship Director - AWM/PE

PwC; New York (NY); On-site; USD 123,000 - 424,000; Full time

Job summary

PwC seeks a Client Relationship Executive-AWM/PE in New York to develop and manage strategic relationships with priority clients, shaping account strategies and driving revenue growth across asset and wealth management and private equity. As a Director, you will lead high‑level engagements, coordinate PwC capabilities, and mentor others while upholding quality, integrity, and a commercial mindset.

Travel up to 60% is noted in the posting.

Qualifications

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

Responsibilities

• Developing and managing account strategies for priority clients across asset and wealth management and private equity
• Building executive-level relationships to identify client needs, surface growth opportunities, and advance business development priorities
• Coordinating across internal teams to shape pursuit strategies, client messaging, and proposal responses
• Using CRM platforms and pipeline insights to track activity, monitor opportunity movement, and support forecasting
• Conducting market research and account planning to inform sector positioning and target outreach
• Leading complex sales cycles from opportunity qualification through proposal coordination and deal support
• Preparing business presentations, sales materials, and client communications tailored to senior stakeholders
• Applying sales methodologies, negotiation skills, and relationship-building techniques to support revenue growth

Skills

Executive relationship development

Strategic selling

CRM proficiency

Stakeholder management

Education

High School Diploma

Bachelor's degree preferred

Tools

CRM tools

Job description

PwC seeks a Client Relationship Executive-AWM/PE in New York to develop and manage strategic relationships with priority clients, shaping account strategies and driving revenue growth across asset and wealth management and private equity. As a Director, you will lead high‑level engagements, coordinate PwC capabilities, and mentor others while upholding quality, integrity, and a commercial mindset.

Travel up to 60% is noted in the posting.