Talent.com
Client Relationship Executive (Financial Services)
Client Relationship Executive (Financial Services)KPMG • New York, NY, United States
No longer accepting applications
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.

    Create a job alert for this search

    Client Service Executive • New York, NY, United States

    Related jobs
    Client Relationship Executive (CRE) Financial Services

    Client Relationship Executive (CRE) Financial Services

    Deloitte • New York, NY, US
    Full-time
    Are you driven by a passion for spearheading industry-leading business development initiatives? Do you excel in cultivating business relationships with clients? If so, a career as a Client Relation...Show more
    Last updated: 19 hours ago • Promoted • New!
    Associate, Client Service

    Associate, Client Service

    Kantar • New York, NY, United States
    Full-time
    We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. To start a career that is out of the ordinary, please apply.New York, Wor...Show more
    Last updated: 8 hours ago • Promoted • New!
    Wealth Management Client Relationship Manager

    Wealth Management Client Relationship Manager

    TIAA • Hackensack, New Jersey, USA
    Full-time
    Wealth Client Relationship Manager.Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with ou...Show more
    Last updated: 26 days ago • Promoted
    Client Executive, GTS

    Client Executive, GTS

    Gartner • New York, NY, United States
    Full-time
    This Client Executive role is responsible for setting strategy for major regional accounts which are of substantial strategic and revenue generating importance. This position is typically focused on...Show more
    Last updated: 30+ days ago • Promoted
    Travel Physical Therapist - $2,276 per week

    Travel Physical Therapist - $2,276 per week

    CompHealth Inc. • Neptune, NJ, United States
    Permanent
    Physical Therapist for a travel job in Neptune, New Jersey.Job Description & Requirements.Some locum assignments can be as short as a day, others, years. Some are far from home, others are local.Wha...Show more
    Last updated: 30+ days ago • Promoted
    Client Relationship Specialist, Private Wealth Sales - Canvas Custom Indexing

    Client Relationship Specialist, Private Wealth Sales - Canvas Custom Indexing

    O'Shaughnessy Asset Management • New York, NY, US
    Full-time
    Relationship Management Specialist.O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many w...Show more
    Last updated: 7 hours ago • Promoted • New!
    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Finance Buzz • Red Bank, New Jersey, US
    Remote
    Temporary
    FinanceBuzz is looking for everyday people to test-drive some of the most popular online money-making methods.This remote opportunity lets you earn extra income while reviewing real, flexible side ...Show more
    Last updated: 30+ days ago • Promoted
    Private Wealth Management Client Relationship Analyst

    Private Wealth Management Client Relationship Analyst

    Morgan Stanley • New York City, New York, USA
    Full-time
    Client Relationship Analysts help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Relationship Analyst assists with the development ...Show more
    Last updated: 9 hours ago • Promoted • New!
    Forex / Cryptocurrency Trader - Remote

    Forex / Cryptocurrency Trader - Remote

    Maverick Currencies • Yonkers, NY
    Remote
    Full-time +1
    Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online crypto / foreign exchange trading division,...Show more
    Last updated: 30+ days ago • Promoted
    Client Services Associate

    Client Services Associate

    MarketAxess • New York, NY, US
    Full-time
    Marketaxess Client Services Associate.MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully...Show more
    Last updated: 30+ days ago • Promoted
    Commercial Account Executive, Financial Services

    Commercial Account Executive, Financial Services

    Talkdesk • New York City, New York, USA
    Full-time
    At Talkdesk we are courageous innovators focused on redefining the customer experience making the impossible possible for companies globally. We champion an inclusive and diverse culture representat...Show more
    Last updated: 15 days ago • Promoted
    Client Relations Associate

    Client Relations Associate

    Cedrus Management • Clifton, NJ, US
    Full-time
    Quick Apply
    Here at Cedrus Management, we pride ourselves on our ability to build lasting client relationships based on trust, transparency, and exceptional customer service. As a growing leader in the business...Show more
    Last updated: 30+ days ago
    Pharmaceutical Sales Representative

    Pharmaceutical Sales Representative

    Syneos Health / inVentiv Health Commercial LLC • Asbury Park, NJ, United States
    Full-time
    Join Syneos Health in partnership with a large Biopharmaceutical company as a Pharmaceutical Sales Representative (PSR).Become a part of a fast-paced and challenging environment where our compassio...Show more
    Last updated: 23 days ago • Promoted
    Client Services Associate

    Client Services Associate

    Coda SearchStaffing • New York, NY, United States
    Full-time
    One of the largest Real Estate investment management firms in the world, with over $80 billion in assets under management, is looking to hire a Client Services Analyst. With over 300 people, they sp...Show more
    Last updated: 15 days ago • Promoted
    Travel Physical Therapist - $2,153 per week

    Travel Physical Therapist - $2,153 per week

    Ardor Health Solutions • Neptune City, NJ, United States
    Full-time
    Ardor Health Solutions is seeking a travel Physical Therapist for a travel job in Neptune City, New Jersey.Job Description & Requirements Specialty : Physical Therapist Discipline : Therapy Start Dat...Show more
    Last updated: 4 days ago • Promoted
    Travel Physical Therapist - $2,276 per week

    Travel Physical Therapist - $2,276 per week

    CompHealth • Neptune City, NJ, United States
    Permanent
    Physical Therapist for a travel job in Neptune, New Jersey.Job Description & Requirements.Some locum assignments can be as short as a day, others, years. Some are far from home, others are local.Wha...Show more
    Last updated: 4 days ago • Promoted
    Physical Therapy Therapist

    Physical Therapy Therapist

    GO Healthcare Staffing • Neptune City, NJ, United States
    Full-time
    Our client in Neptune NJ has a 8HR DAY travel position for an Therapist traveler with current Physical Therapy - experience. The ideal candidate must have at least 2 years of experience, with active...Show more
    Last updated: 4 days ago • Promoted
    Relationship Banker I

    Relationship Banker I

    Cathay Bank - Headquarters • Brooklyn, NY, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more
    Last updated: 16 days ago • Promoted