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Client Relationship Executive (Financial Services)
Client Relationship Executive (Financial Services)KPMG • New York, NY, United States
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Client Relationship Executive (Financial Services)

Client Relationship Executive (Financial Services)

KPMG • New York, NY, United States
30+ days ago
Job type
  • Full-time
Job description

KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.

KPMG is currently seeking a Client Relationship Executive in Financial Services to join our Business Development organization.

Responsibilities :

  • Drive Net-New opportunity creation by originating and developing a rich pipeline of relationships with C-suite and senior executives at target organizations, converting strategic conversations about their business needs into qualified sales opportunities
  • Client origination and a relentless pursuit of new business at the "top of the funnel" by partnering with our delivery teams and senior leadership, and alliance sales team; leveraging their insights to unlock and shape opportunities from inception
  • Master the competitive landscape and client business issues to rapidly connect challenges with KPMG solutions; build, iterate, and strategically penetrate a "Power Map" of C-suite and senior executive relationships to open doors and expand KPMG's footprint in new accounts
  • Leverage AI for selling superpowers by utilizing cutting-edge AI tools to build efficiency and gain a competitive edge in prospecting, strategic research, and initial outreach, allowing for a more targeted and intelligent sales approach
  • Achieve key sales objectives by driving business relationship goals, booking targets, and other key performance indicators that measure success in a hunter-centric role
  • Lead the orchestration of internal KPMG resources including partners, marketing, and client engagement teams to effectively penetrate greenfield relationships and clients; and provide Front-Line Intelligence to internal teams on what it takes to win new business, sharing competitive intelligence and market reception to sharpen our collective approach
  • Act with integrity, professionalism, and personal responsibility to contribute to KPMG's respectful and high-performing work environment

Qualifications :

  • Minimum ten years of recent experience demonstrated selling a broad range of professional services in a complex sales cycle environment for financial services clients in the capital markets and asset management sectors
  • Bachelor's degree in business or related field from an accredited college / university preferred; or minimum of a high school diploma or GED required plus ten years of previous experience in enterprise level solution sales
  • Successfully demonstrate success at utilizing a hunting approach to uncovering new sales opportunities within current and net-new accounts, track record of exceeding targets in a sales environment
  • Strategic relationship building, success in identifying, initiating, and nurturing new business opportunities, with an ability to leverage social media and other modern tools in this pursuit
  • Interpersonal skills have resulted in business transactions built on trust, confidence, and tangible results
  • Successfully demonstrate one's ability in tech-savvy sales approach; utilizing a Customer Relationship Management tool to manage the entire sales lifecycle and demonstrated interest or experience in using AI and other technologies to enhance sales effectiveness
  • Ability to travel regularly
  • Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)
  • KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local / state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work .

    Follow this link to obtain salary ranges by city outside of CA :

    https : / / kpmg.com / us / en / how-we-work / pay-transparency.html / ?id=5944_9_25

    KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.

    KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.

    Los Angeles County applicants : Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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    Client Service Executive • New York, NY, United States

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