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Employee Benefits Client Relationship Manager
33603 Tampa
HUB International
Posted 14 days ago
Job Viewed
Job Description
**About HUB International:**
HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
**What We Offer You:**
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
+ Competitive salaries and benefits offerings
+ Medical/dental/vision insurance and voluntary insurance options
+ Health Savings Account funding
+ 401k matching program
+ Company paid Life and Short-Term Disability Plans
+ Supplemental Life and Long-Term Disability Options
+ Comprehensive Wellness Program
+ Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
+ Great work/life balance, because that's important for all of us!
+ Focus on creating a meaningful environment through employee engagement events
+ The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
+ Growth potential - HUB is constantly growing and so can your career!
+ A rewarding career that helps local businesses in the community
+ Strong community support and involvement through HUB Gives
**Position Summary:**
The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards as it relates to accuracy, timeliness and friendliness in all communications.
**Essential Functions/Responsibilities:**
+ Develop and maintain effective working relationships in liaison role with insurance company service partner contacts (such service and claim representatives) and client contacts.
+ Confidentially assist with all claims matters and bring to resolution with proper documentation and follow up to the client; following HIPAA rules and HUB procedures.
+ Keep Advisors, and supervisor fully informed of all important activities on client accounts.
+ Prepare for open enrollment meetings by creating enrollment kits, Power Point presentation, and any other required presentation materials.
+ Schedule all Open Enrollment Meetings and Webinars.
+ Update Online Enrollment system for Open Enrollment.
+ Train employers on how to use online portal.
+ Monitor outstanding enrollment in online portal and assist employees with getting enrolled.
+ Present or assist with all Open Enrollment Meetings.
+ Update the WRAP document, SPD's, Annual Notices & Exchanges Notices.
+ Request Schedule A's and confirm 5500 filings.
+ Prepare Power Point for recording, if applicable.
+ Responsible for group submission; ensure employees are enrolled in the appropriate products as needed.
+ Prepare and ensure accuracy of group enrollment.
+ Make service/relationship calls as needed.
+ Assist with ongoing enrollment and changes as necessary.
+ Review weekly change reports and follow-up on any issues PATRA was unable to complete.
+ Large project implementation such as online enrollment, wellness programs, etc.
+ Manage online enrollment, training and ongoing platform service for clients.
+ Preparation of reports for clients or internal use as needed.
+ Keep all information and meeting notations on accounts accurate and up to date in Brokerage Builder.
+ Communicate to our clients "Our Value Added Service".
+ Other related duties as assigned.
+ Works Closely with the Benefits & Financial Analyst.
**Additional Duties & Responsibilities:**
+ Attends seminars, professional meetings and conferences as requested.
+ Communicates effectively and display a professional manner when dealing with supervisors, co-workers, clients and vendors.
+ Work effectively as a team member, participating actively and constructively.
**Required Knowledge, Skills, & Abilities:**
+ Must be self-directed and able to complete projects with limited supervision.
+ Ability to maintain confidentiality and discretion in all matters.
+ Strong attention to detail and ability to self-check work.
+ Excellent time management skills, task oriented; excellent organizational skills; ability to prioritize work load.
+ Enthusiastic attitude; cooperative team player; adaptable to new or changing circumstances.
+ Professional demeanor; sensitive to client needs.
+ Self-motivated, creative and innovative; excellent problem solving skills.
+ Competent in the use of Word, Excel. PowerPoint and other computer programs to prepare presentations, forms, and spreadsheets with speed and accuracy.
+ Effective written and verbal communication skills.
+ Strong presentation skills.
**Education & Licensure Requirements:**
+ Bachelor's degree preferred or equivalent combination of education and experience. High school diploma or GED required.
+ Florida 2-15 License required or must be willing to obtain.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program ( endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
**What We Offer You:**
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
+ Competitive salaries and benefits offerings
+ Medical/dental/vision insurance and voluntary insurance options
+ Health Savings Account funding
+ 401k matching program
+ Company paid Life and Short-Term Disability Plans
+ Supplemental Life and Long-Term Disability Options
+ Comprehensive Wellness Program
+ Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
+ Great work/life balance, because that's important for all of us!
+ Focus on creating a meaningful environment through employee engagement events
+ The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
+ Growth potential - HUB is constantly growing and so can your career!
+ A rewarding career that helps local businesses in the community
+ Strong community support and involvement through HUB Gives
**Position Summary:**
The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards as it relates to accuracy, timeliness and friendliness in all communications.
**Essential Functions/Responsibilities:**
+ Develop and maintain effective working relationships in liaison role with insurance company service partner contacts (such service and claim representatives) and client contacts.
+ Confidentially assist with all claims matters and bring to resolution with proper documentation and follow up to the client; following HIPAA rules and HUB procedures.
+ Keep Advisors, and supervisor fully informed of all important activities on client accounts.
+ Prepare for open enrollment meetings by creating enrollment kits, Power Point presentation, and any other required presentation materials.
+ Schedule all Open Enrollment Meetings and Webinars.
+ Update Online Enrollment system for Open Enrollment.
+ Train employers on how to use online portal.
+ Monitor outstanding enrollment in online portal and assist employees with getting enrolled.
+ Present or assist with all Open Enrollment Meetings.
+ Update the WRAP document, SPD's, Annual Notices & Exchanges Notices.
+ Request Schedule A's and confirm 5500 filings.
+ Prepare Power Point for recording, if applicable.
+ Responsible for group submission; ensure employees are enrolled in the appropriate products as needed.
+ Prepare and ensure accuracy of group enrollment.
+ Make service/relationship calls as needed.
+ Assist with ongoing enrollment and changes as necessary.
+ Review weekly change reports and follow-up on any issues PATRA was unable to complete.
+ Large project implementation such as online enrollment, wellness programs, etc.
+ Manage online enrollment, training and ongoing platform service for clients.
+ Preparation of reports for clients or internal use as needed.
+ Keep all information and meeting notations on accounts accurate and up to date in Brokerage Builder.
+ Communicate to our clients "Our Value Added Service".
+ Other related duties as assigned.
+ Works Closely with the Benefits & Financial Analyst.
**Additional Duties & Responsibilities:**
+ Attends seminars, professional meetings and conferences as requested.
+ Communicates effectively and display a professional manner when dealing with supervisors, co-workers, clients and vendors.
+ Work effectively as a team member, participating actively and constructively.
**Required Knowledge, Skills, & Abilities:**
+ Must be self-directed and able to complete projects with limited supervision.
+ Ability to maintain confidentiality and discretion in all matters.
+ Strong attention to detail and ability to self-check work.
+ Excellent time management skills, task oriented; excellent organizational skills; ability to prioritize work load.
+ Enthusiastic attitude; cooperative team player; adaptable to new or changing circumstances.
+ Professional demeanor; sensitive to client needs.
+ Self-motivated, creative and innovative; excellent problem solving skills.
+ Competent in the use of Word, Excel. PowerPoint and other computer programs to prepare presentations, forms, and spreadsheets with speed and accuracy.
+ Effective written and verbal communication skills.
+ Strong presentation skills.
**Education & Licensure Requirements:**
+ Bachelor's degree preferred or equivalent combination of education and experience. High school diploma or GED required.
+ Florida 2-15 License required or must be willing to obtain.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program ( endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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Apply Now
0
Advisory Director Client Relationship Executive - Transformation
33603 Tampa
Grant Thornton
Posted 9 days ago
Job Viewed
Job Description
Grant Thornton is seeking an Advisory Director Client Relationship Executive - Transformation to join the team. Approved office locations can be found below.
Job Description:
Grant Thornton is seeking an Advisory Director Client Relationship Executive (CRE) to accelerate Transformation growth through deep, trust-based executive relationships, high-impact solution orchestration, and active daily prospecting. This leader serves as a client growth strategist and Advisory deal architect - translating complex client needs into integrated, market-facing Advisory solutions and mobilizing cross-functional teams to deliver measurable outcomes. The Transformation CRE operates at the intersection of solution strategy, pursuit leadership, and executive relationship management - shaping how capabilities are packaged, positioned, and activated in the market.
Embedded within the Transformation solution, this individual is focused on helping clients modernize operating models, improve efficiency, and drive sustainable growth through Finance, Operations, Workforce, Customer, ERP, planning, and enterprise platform solutions.
Your Day-to-Day May Include:
Active Prospecting & Business Origination (Primary)
+ Conduct active, rigorous daily prospecting across assigned accounts, targets, and markets - originating new business through outbound calls, executive meetings, and relationship development
+ Meet sales production targets and goals with discipline and minimal oversight
+ Originate new sales opportunities by consistently and systematically initiating contacts; pursue prospects to secure meetings and win referrals
Advisory Growth Leadership & Account Strategy
+ Lead Advisory account strategies for a defined portfolio of priority clients and prospects, identifying 'moments that matter,' value levers, and multi-phase transformation roadmaps
+ Act as the deal/solution architect - shaping how GT brings capabilities together into clear value propositions, solution narratives, and commercially viable program structures
+ Translate client needs into scalable, differentiated solutions; partner with offering and solution strategy leaders to ensure solutions are executable and repeatable
+ Drive proposal strategies that emphasize measurable outcomes, defined governance, and practical implementation plans (not just scopes and hours)
+ Position GT's full-service Advisory approach - uniting data-driven insights, technology modernization, and shared services/outsourcing to deliver speed, efficiency, and ROI at scale
+ Champion responsible, practical AI adoption in pursuit narratives, coordinating with AI and risk leaders as needed
+ Maintain strong executive altitude in client conversations (Board/C-suite), aligning Advisory pursuits to growth, risk, profitability, and performance priorities
Pursuit Leadership & Win Strategy
+ Identify winning strategies by deeply understanding client needs; coach pursuit teams through qualification, solutioning, pricing, and closing
+ Participate in Advisory services sales presentations and executive working sessions; facilitate alignment across stakeholders
+ Negotiate and participate in pricing strategy to ensure GT is competitive while protecting value
Market Presence & Executive Connectivity
+ Project executive presence; build effective relationships with senior Partners and C-Suite executives
+ Identify key decision makers at client and prospect organizations at the C-Suite and Board levels
+ Cultivate relationships across executive networks, industry forums, and alliances to build GT relevance
+ In partnership with marketing, activate events, campaigns, and thought leadership to build pipeline
Solution Specific Duties
+ Identify opportunities tied to finance modernization, operating model redesign, workforce transformation, customer growth, planning, and enterprise platform change
+ Shape pursuits that connect strategic priorities to executable transformation programs
+ Partner with solution leaders across Finance, Operations, Workforce, Customer, Oracle, Workday, OneStream, and Anaplan to position integrated solutions
You Have the Following Technical Skills and Qualifications:
+ 10+ years of progressive experience in Advisory/consulting sales, complex solution selling, or enterprise transformation pursuits with C-suite/Board-level buyers
+ Demonstrated success building and expanding executive relationships and driving measurable growth outcomes in a matrixed professional services environment
+ Strong commercial acumen: qualification discipline, win strategy, pricing, negotiation, and executive storytelling
+ Proven ability to translate complex capabilities into clear value propositions and scalable pursuit narratives; comfort operating at the intersection of strategy and go-to-market
+ Working knowledge of modern Advisory domains (e.g., CFO Advisory, Business Consulting, Risk Advisory, Technology Modernization, Transactions, AI, Outsourcing)
+ Experience selling and structuring multi-year programs (including managed services / outsourcing / shared services models) preferred
+ Direct experience in professional services firms, with working knowledge of how partner-led, client-service organizations operate
+ Advanced communication and presentation skills (executive-level decks, whiteboarding, facilitating decision sessions)
+ Experience in enterprise transformation, business consulting, ERP/platform modernization, finance transformation, or operating model change
+ Bachelor's degree or equivalent professional experience required; MBA or other advanced degree preferred.
+ Travel up to ~25%, variable by portfolio
The total compensation package for this role includes base salary and bonus. The base salary range for this position is between $190,000 and $300,000. Placement within the pay range is at Grant Thornton's discretion, and it is based on multiple factors, including but not limited to, job -related knowledge/skills, experience, business needs, progression within the role, geographic location, and internal equity. At Grant Thornton, compensation decisions are dependent upon the facts and circumstances of each position and candidate.
About Us
At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better.
In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.
In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets.
About the Team
The team you're about to join is ready to help you thrive. Here's how:
- Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work the way that it best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in-person attendance at least three days per week, either at a GT office or client site.
- Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household.
- We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at what you can expect next:
If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave and are paid for firm holidays that fall within their internship period.
+ Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave.
Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation.
Additional Details:
It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact
For Los Angeles Applicants only: We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
For Massachusetts Applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment.
Job Description:
Grant Thornton is seeking an Advisory Director Client Relationship Executive (CRE) to accelerate Transformation growth through deep, trust-based executive relationships, high-impact solution orchestration, and active daily prospecting. This leader serves as a client growth strategist and Advisory deal architect - translating complex client needs into integrated, market-facing Advisory solutions and mobilizing cross-functional teams to deliver measurable outcomes. The Transformation CRE operates at the intersection of solution strategy, pursuit leadership, and executive relationship management - shaping how capabilities are packaged, positioned, and activated in the market.
Embedded within the Transformation solution, this individual is focused on helping clients modernize operating models, improve efficiency, and drive sustainable growth through Finance, Operations, Workforce, Customer, ERP, planning, and enterprise platform solutions.
Your Day-to-Day May Include:
Active Prospecting & Business Origination (Primary)
+ Conduct active, rigorous daily prospecting across assigned accounts, targets, and markets - originating new business through outbound calls, executive meetings, and relationship development
+ Meet sales production targets and goals with discipline and minimal oversight
+ Originate new sales opportunities by consistently and systematically initiating contacts; pursue prospects to secure meetings and win referrals
Advisory Growth Leadership & Account Strategy
+ Lead Advisory account strategies for a defined portfolio of priority clients and prospects, identifying 'moments that matter,' value levers, and multi-phase transformation roadmaps
+ Act as the deal/solution architect - shaping how GT brings capabilities together into clear value propositions, solution narratives, and commercially viable program structures
+ Translate client needs into scalable, differentiated solutions; partner with offering and solution strategy leaders to ensure solutions are executable and repeatable
+ Drive proposal strategies that emphasize measurable outcomes, defined governance, and practical implementation plans (not just scopes and hours)
+ Position GT's full-service Advisory approach - uniting data-driven insights, technology modernization, and shared services/outsourcing to deliver speed, efficiency, and ROI at scale
+ Champion responsible, practical AI adoption in pursuit narratives, coordinating with AI and risk leaders as needed
+ Maintain strong executive altitude in client conversations (Board/C-suite), aligning Advisory pursuits to growth, risk, profitability, and performance priorities
Pursuit Leadership & Win Strategy
+ Identify winning strategies by deeply understanding client needs; coach pursuit teams through qualification, solutioning, pricing, and closing
+ Participate in Advisory services sales presentations and executive working sessions; facilitate alignment across stakeholders
+ Negotiate and participate in pricing strategy to ensure GT is competitive while protecting value
Market Presence & Executive Connectivity
+ Project executive presence; build effective relationships with senior Partners and C-Suite executives
+ Identify key decision makers at client and prospect organizations at the C-Suite and Board levels
+ Cultivate relationships across executive networks, industry forums, and alliances to build GT relevance
+ In partnership with marketing, activate events, campaigns, and thought leadership to build pipeline
Solution Specific Duties
+ Identify opportunities tied to finance modernization, operating model redesign, workforce transformation, customer growth, planning, and enterprise platform change
+ Shape pursuits that connect strategic priorities to executable transformation programs
+ Partner with solution leaders across Finance, Operations, Workforce, Customer, Oracle, Workday, OneStream, and Anaplan to position integrated solutions
You Have the Following Technical Skills and Qualifications:
+ 10+ years of progressive experience in Advisory/consulting sales, complex solution selling, or enterprise transformation pursuits with C-suite/Board-level buyers
+ Demonstrated success building and expanding executive relationships and driving measurable growth outcomes in a matrixed professional services environment
+ Strong commercial acumen: qualification discipline, win strategy, pricing, negotiation, and executive storytelling
+ Proven ability to translate complex capabilities into clear value propositions and scalable pursuit narratives; comfort operating at the intersection of strategy and go-to-market
+ Working knowledge of modern Advisory domains (e.g., CFO Advisory, Business Consulting, Risk Advisory, Technology Modernization, Transactions, AI, Outsourcing)
+ Experience selling and structuring multi-year programs (including managed services / outsourcing / shared services models) preferred
+ Direct experience in professional services firms, with working knowledge of how partner-led, client-service organizations operate
+ Advanced communication and presentation skills (executive-level decks, whiteboarding, facilitating decision sessions)
+ Experience in enterprise transformation, business consulting, ERP/platform modernization, finance transformation, or operating model change
+ Bachelor's degree or equivalent professional experience required; MBA or other advanced degree preferred.
+ Travel up to ~25%, variable by portfolio
The total compensation package for this role includes base salary and bonus. The base salary range for this position is between $190,000 and $300,000. Placement within the pay range is at Grant Thornton's discretion, and it is based on multiple factors, including but not limited to, job -related knowledge/skills, experience, business needs, progression within the role, geographic location, and internal equity. At Grant Thornton, compensation decisions are dependent upon the facts and circumstances of each position and candidate.
About Us
At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better.
In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.
In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets.
About the Team
The team you're about to join is ready to help you thrive. Here's how:
- Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work the way that it best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in-person attendance at least three days per week, either at a GT office or client site.
- Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household.
- We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at what you can expect next:
If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave and are paid for firm holidays that fall within their internship period.
+ Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave.
Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation.
Additional Details:
It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact
For Los Angeles Applicants only: We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
For Massachusetts Applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment.
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1
Advisory Director Client Relationship Executive - IT Outsourcing
33603 Tampa
Grant Thornton
Posted 7 days ago
Job Viewed
Job Description
Grant Thornton is seeking an Advisory Director Client Relationship Executive within our Outsourcing solution to join the team. Approved office locations can be found below.
Job Description:
Grant Thornton is seeking an Advisory Director Client Relationship Executive (CRE) to accelerate the growth of our Outsourcing solution area, through deep, trust-based executive relationships, high-impact solution orchestration, and active daily prospecting. This leader serves as a client growth strategist and Advisory deal architect - translating complex client needs into integrated, market-facing Advisory solutions and mobilizing cross-functional teams to deliver measurable outcomes. Embedded within the Outsourcing solution, this leader is focused on helping clients modernize how work gets done through accountable delivery models that combine strategic advisory, digital innovation, automation, and specialized talent to improve speed, efficiency, and measurable ROI across shared services, finance, IT, HR, customer service, and industry-specific operations. Operating at the intersection of solution strategy, pursuit leadership, and executive relationship management, this leader shapes how capabilities are packaged, positioned, and activated in the market.
The primary responsibility of this role is to originate new business opportunities, develop executive relationships, build pipeline, and drive revenue growth. Solution development, delivery strategy, and service line expertise will be supported by GT's subject matter experts and practice leaders.
Your Day-to-Day May Include:
Active Prospecting & Business Origination (Primary)
+ Lead efforts to acquire new clients through direct individual prospecting and sales activities, including prospect identification, research, account penetration, and qualification of potential business opportunities.
+ Generate demand and close sales from both existing relationships and newly developed middle market and Fortune 1000 prospects.
+ Responsible for growing recurring outsourced services revenue across both middle market and Fortune 1000 accounts.
+ Develop high-level executive relationships with decision makers, officers, directors, CIOs, and other C-suite leaders at prospective and existing client organizations.
+ Responsible for building and maintaining a strong pipeline, connecting with, and building strong relationships with IT and business executives, and coordinating subject matter experts to support sales opportunities and client pursuits.
Opportunity Development & Pipeline Growth
+ Build an extensive portfolio of service-related opportunities by identifying and anticipating business challenges, operational improvement opportunities, and recurring revenue opportunities.
+ Position GT's full-service Advisory approach - uniting data-driven insights, technology modernization, and shared services/outsourcing to deliver speed, efficiency, and ROI at scale
+ Develop plans and activities that create and accelerate market awareness, interest, and conversion among prospects, clients, and industry influencers.
Pursuit Leadership & Win Strategy
+ Participate in Advisory services sales presentations and executive working sessions; facilitate alignment across stakeholders
+ Maintain strong executive altitude in client conversations (Board/C-suite), aligning Advisory pursuits to growth, risk, profitability, and performance priorities
+ Negotiate and participate in pricing strategy to ensure GT is competitive while protecting value
+ Champion responsible, practical AI adoption in pursuit narratives, coordinating with AI and risk leaders as needed
Market Presence & Executive Connectivity
+ Expand awareness of the firm's outsourcing, consulting, and technology capabilities through professional associations, industry events, speaking engagements, and thought leadership activities.
+ Stay current on technology, outsourcing, and business trends to engage credibly with executives and identify new opportunities.
Operational Discipline & Firm Stewardship
+ Regularly (daily) and consistently use CRM/OneView to ensure activity, pipeline, and customer data are current and decision-useful
+ Participate in the Sales Verification Process (SVP) for all origination claims
+ Model GT's commitment to quality, integrity, and trust in all client interactions
You Have the Following Technical Skills and Qualifications:
+ Minimum of at least 10 years of overall sales experience with at least 5 years selling professional services to middle market and Fortune 1000 with an emphasis on ITO services.
+ Proven track record as a top-producing salesperson with demonstrated success achieving and exceeding annual sales quotas.
+ Must demonstrate experience in hunting new logo accounts by attending networking events, executing outbound campaign strategy, and developing partner relationships
+ Responsible for building your own pipeline and driving opportunities to close in on to meet/exceed sales expectations.
+ Must be able to engage in CIO conversations about technology and business needs.
+ Strong understanding of technology trends, IT operations, cloud services, managed services, and technology-enabled business transformation.
+ Ability to discuss IT organizational structures, operational challenges, and competitive dynamics within the technology services industry.
+ Working knowledge of IT service management frameworks, service delivery models, automation technologies, and enterprise platforms such as ServiceNow and similar ITSM solutions.
+ Ability to articulate the value proposition of nearshore outsourcing, shared services, managed services, and technology modernization solutions.
+ Working knowledge of modern Advisory domains (e.g., CFO Advisory, Business Consulting, Risk Advisory, Technology Modernization, Transactions, AI, Outsourcing)
+ Experience selling and structuring multi-year programs (including managed services / outsourcing / shared services models) preferred
+ Strong commercial acumen: qualification discipline, win strategy, pricing, negotiation, and executive storytelling
+ Advanced communication and presentation skills (executive-level decks, whiteboarding, facilitating decision sessions)
+ Experience in managing CRM activities and sales process.
+ Direct experience in professional services firms, with working knowledge of how partner-led, client-service organizations operate
+ Bachelor's degree or equivalent professional experience required; MBA or other advanced degree preferred.
+ Travel up to ~25%, variable by portfolio
The total compensation package for this role includes base salary and bonus. The base salary range for this position is between $180,000 and $220,000. Placement within the pay range is at Grant Thornton's discretion, and it is based on multiple factors, including but not limited to, job -related knowledge/skills, experience, business needs, progression within the role, geographic location, and internal equity. At Grant Thornton, compensation decisions are dependent upon the facts and circumstances of each position and candidate.
About Us
At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better.
In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.
In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets.
About the Team
Job Description:
Grant Thornton is seeking an Advisory Director Client Relationship Executive (CRE) to accelerate the growth of our Outsourcing solution area, through deep, trust-based executive relationships, high-impact solution orchestration, and active daily prospecting. This leader serves as a client growth strategist and Advisory deal architect - translating complex client needs into integrated, market-facing Advisory solutions and mobilizing cross-functional teams to deliver measurable outcomes. Embedded within the Outsourcing solution, this leader is focused on helping clients modernize how work gets done through accountable delivery models that combine strategic advisory, digital innovation, automation, and specialized talent to improve speed, efficiency, and measurable ROI across shared services, finance, IT, HR, customer service, and industry-specific operations. Operating at the intersection of solution strategy, pursuit leadership, and executive relationship management, this leader shapes how capabilities are packaged, positioned, and activated in the market.
The primary responsibility of this role is to originate new business opportunities, develop executive relationships, build pipeline, and drive revenue growth. Solution development, delivery strategy, and service line expertise will be supported by GT's subject matter experts and practice leaders.
Your Day-to-Day May Include:
Active Prospecting & Business Origination (Primary)
+ Lead efforts to acquire new clients through direct individual prospecting and sales activities, including prospect identification, research, account penetration, and qualification of potential business opportunities.
+ Generate demand and close sales from both existing relationships and newly developed middle market and Fortune 1000 prospects.
+ Responsible for growing recurring outsourced services revenue across both middle market and Fortune 1000 accounts.
+ Develop high-level executive relationships with decision makers, officers, directors, CIOs, and other C-suite leaders at prospective and existing client organizations.
+ Responsible for building and maintaining a strong pipeline, connecting with, and building strong relationships with IT and business executives, and coordinating subject matter experts to support sales opportunities and client pursuits.
Opportunity Development & Pipeline Growth
+ Build an extensive portfolio of service-related opportunities by identifying and anticipating business challenges, operational improvement opportunities, and recurring revenue opportunities.
+ Position GT's full-service Advisory approach - uniting data-driven insights, technology modernization, and shared services/outsourcing to deliver speed, efficiency, and ROI at scale
+ Develop plans and activities that create and accelerate market awareness, interest, and conversion among prospects, clients, and industry influencers.
Pursuit Leadership & Win Strategy
+ Participate in Advisory services sales presentations and executive working sessions; facilitate alignment across stakeholders
+ Maintain strong executive altitude in client conversations (Board/C-suite), aligning Advisory pursuits to growth, risk, profitability, and performance priorities
+ Negotiate and participate in pricing strategy to ensure GT is competitive while protecting value
+ Champion responsible, practical AI adoption in pursuit narratives, coordinating with AI and risk leaders as needed
Market Presence & Executive Connectivity
+ Expand awareness of the firm's outsourcing, consulting, and technology capabilities through professional associations, industry events, speaking engagements, and thought leadership activities.
+ Stay current on technology, outsourcing, and business trends to engage credibly with executives and identify new opportunities.
Operational Discipline & Firm Stewardship
+ Regularly (daily) and consistently use CRM/OneView to ensure activity, pipeline, and customer data are current and decision-useful
+ Participate in the Sales Verification Process (SVP) for all origination claims
+ Model GT's commitment to quality, integrity, and trust in all client interactions
You Have the Following Technical Skills and Qualifications:
+ Minimum of at least 10 years of overall sales experience with at least 5 years selling professional services to middle market and Fortune 1000 with an emphasis on ITO services.
+ Proven track record as a top-producing salesperson with demonstrated success achieving and exceeding annual sales quotas.
+ Must demonstrate experience in hunting new logo accounts by attending networking events, executing outbound campaign strategy, and developing partner relationships
+ Responsible for building your own pipeline and driving opportunities to close in on to meet/exceed sales expectations.
+ Must be able to engage in CIO conversations about technology and business needs.
+ Strong understanding of technology trends, IT operations, cloud services, managed services, and technology-enabled business transformation.
+ Ability to discuss IT organizational structures, operational challenges, and competitive dynamics within the technology services industry.
+ Working knowledge of IT service management frameworks, service delivery models, automation technologies, and enterprise platforms such as ServiceNow and similar ITSM solutions.
+ Ability to articulate the value proposition of nearshore outsourcing, shared services, managed services, and technology modernization solutions.
+ Working knowledge of modern Advisory domains (e.g., CFO Advisory, Business Consulting, Risk Advisory, Technology Modernization, Transactions, AI, Outsourcing)
+ Experience selling and structuring multi-year programs (including managed services / outsourcing / shared services models) preferred
+ Strong commercial acumen: qualification discipline, win strategy, pricing, negotiation, and executive storytelling
+ Advanced communication and presentation skills (executive-level decks, whiteboarding, facilitating decision sessions)
+ Experience in managing CRM activities and sales process.
+ Direct experience in professional services firms, with working knowledge of how partner-led, client-service organizations operate
+ Bachelor's degree or equivalent professional experience required; MBA or other advanced degree preferred.
+ Travel up to ~25%, variable by portfolio
The total compensation package for this role includes base salary and bonus. The base salary range for this position is between $180,000 and $220,000. Placement within the pay range is at Grant Thornton's discretion, and it is based on multiple factors, including but not limited to, job -related knowledge/skills, experience, business needs, progression within the role, geographic location, and internal equity. At Grant Thornton, compensation decisions are dependent upon the facts and circumstances of each position and candidate.
About Us
At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better.
In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.
In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets.
About the Team
Is this job a match or a miss?
Apply Now
2
Client Relationship Executive - Cyber Managed Services
33603 Tampa
PwC
Posted 13 days ago
Job Viewed
Job Description
**Specialty/Competency:** IFS - Clients & Markets
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 60%
The Opportunity
As a Client Relationship Executive - Cyber Managed Services, you will play a pivotal role in establishing and nurturing strategic partnerships to enhance PwC's service offerings and address clients' most pressing business challenges. Within our Internal Firm Services practice, you will focus on driving revenue growth, enhancing brand visibility, and capturing new business opportunities through strategic sales and marketing initiatives. As a Director, you will set the strategic direction, oversee multiple projects, and maintain executive-level stakeholder relations. You will be instrumental in driving business growth, shaping client engagement strategies, and mentoring future leaders, all while upholding PwC's reputation for quality, integrity, and inclusion.
In this role at PwC, you will develop and execute strategies and business plans, focusing on market penetration and revenue growth. You will identify opportunities for solution development and industry alignment, building relationships with key Cyber executives and collaborating with cross-functional teams. Your efforts will contribute to creating a thriving environment where people and technology work together seamlessly, maximizing client satisfaction and leveraging the collective strength of the PwC Network.
Responsibilities
- Developing and executing Cyber Managed Services go-to-market strategies to drive revenue growth and exceed sales targets
- Identifying, qualifying, and managing new Cyber opportunities with Partners and MDs through close and project kick-off
- Building trusted relationships with key Cyber executives as a strategic advisor throughout the sales process
- Leveraging market research, threat intelligence, and competitive insights to position PwC's Cyber value proposition
- Orchestrating subject matter experts, solution architects, and delivery leaders to design tailored Cyber solutions
- Translating Cyber strategy into actionable sales plans that shape client engagements and support KPIs
- Identifying Cyber market gaps and converting opportunities into successful outcomes for the Firm
- Staying current on the evolving threat landscape to advise clients and internal teams
- Partnering with delivery teams post-sale to support smooth transitions and exceed client expectations
What You Must Have
- At least a Bachelor's degree
- At least 8 years of experience in the Cyber industry with a track record of driving demand generation and driving successful sales
What Sets You Apart
- Preference for a Bachelor's degree
- Translating vision into actionable cyber managed services strategies for business growth
- Cultivating potential in emerging leaders through mentorship and complex sales coaching
- Promoting technological advances that improve client satisfaction and address emerging issues
- Developing innovative solutions and demonstrating thought leadership in professional services selling
- Excelling in strategic alliances, executive relationship building, and C-level client engagement
- Utilizing systemic thinking to understand industry structures, address market gaps, and overcome objections
- Building and sustaining long-term client relationships across Big 4, major U.S. firm, or cyber software environments
- Demonstrated success in individual contributor sales roles
- Thriving in unstructured and evolving environments while projecting executive presence
The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: more about how we work: only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines:
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 60%
The Opportunity
As a Client Relationship Executive - Cyber Managed Services, you will play a pivotal role in establishing and nurturing strategic partnerships to enhance PwC's service offerings and address clients' most pressing business challenges. Within our Internal Firm Services practice, you will focus on driving revenue growth, enhancing brand visibility, and capturing new business opportunities through strategic sales and marketing initiatives. As a Director, you will set the strategic direction, oversee multiple projects, and maintain executive-level stakeholder relations. You will be instrumental in driving business growth, shaping client engagement strategies, and mentoring future leaders, all while upholding PwC's reputation for quality, integrity, and inclusion.
In this role at PwC, you will develop and execute strategies and business plans, focusing on market penetration and revenue growth. You will identify opportunities for solution development and industry alignment, building relationships with key Cyber executives and collaborating with cross-functional teams. Your efforts will contribute to creating a thriving environment where people and technology work together seamlessly, maximizing client satisfaction and leveraging the collective strength of the PwC Network.
Responsibilities
- Developing and executing Cyber Managed Services go-to-market strategies to drive revenue growth and exceed sales targets
- Identifying, qualifying, and managing new Cyber opportunities with Partners and MDs through close and project kick-off
- Building trusted relationships with key Cyber executives as a strategic advisor throughout the sales process
- Leveraging market research, threat intelligence, and competitive insights to position PwC's Cyber value proposition
- Orchestrating subject matter experts, solution architects, and delivery leaders to design tailored Cyber solutions
- Translating Cyber strategy into actionable sales plans that shape client engagements and support KPIs
- Identifying Cyber market gaps and converting opportunities into successful outcomes for the Firm
- Staying current on the evolving threat landscape to advise clients and internal teams
- Partnering with delivery teams post-sale to support smooth transitions and exceed client expectations
What You Must Have
- At least a Bachelor's degree
- At least 8 years of experience in the Cyber industry with a track record of driving demand generation and driving successful sales
What Sets You Apart
- Preference for a Bachelor's degree
- Translating vision into actionable cyber managed services strategies for business growth
- Cultivating potential in emerging leaders through mentorship and complex sales coaching
- Promoting technological advances that improve client satisfaction and address emerging issues
- Developing innovative solutions and demonstrating thought leadership in professional services selling
- Excelling in strategic alliances, executive relationship building, and C-level client engagement
- Utilizing systemic thinking to understand industry structures, address market gaps, and overcome objections
- Building and sustaining long-term client relationships across Big 4, major U.S. firm, or cyber software environments
- Demonstrated success in individual contributor sales roles
- Thriving in unstructured and evolving environments while projecting executive presence
The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: more about how we work: only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines:
Is this job a match or a miss?
Apply Now
3
Client Relationship Executive - Office of the CFO Managed Services
33603 Tampa
PwC
Posted today
Job Viewed
Job Description
**Specialty/Competency:** IFS - Clients & Markets
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 60%
The Opportunity
As a Client Relationship Executive - Office of the CFO Managed Services, you will play a pivotal role in fostering and maintaining strategic alliances within our Internal Firm Services practice. Your focus will be on building and nurturing relationships with key stakeholders, driving collaboration and innovation to deliver exceptional service. As a Director, you will set the strategic direction and lead business growth efforts, making impactful decisions while overseeing multiple projects. You will inspire others by translating vision into actionable strategies, cultivating potential in your team, and maintaining executive-level relations.
In this role, you will leverage your skills in customer relationship management and cross-functional collaboration to enhance client satisfaction and drive business outcomes. You will be instrumental in shaping the direction of projects and mentoring the next generation of leaders, all while upholding our reputation for quality, integrity, and inclusion. This position offers a unique opportunity to work within a dynamic environment where people and technology thrive together, maximizing stakeholder satisfaction and leveraging our collective strength across the PwC Network.
Responsibilities
- Developing and executing strategic sales initiatives to drive revenue growth and market penetration
- Building and maintaining strong relationships with key clients and stakeholders to enhance customer relationship management
- Leading cross-functional collaboration efforts to align sales strategies with organizational goals
- Coordinating sales programs and initiatives to optimize performance and achieve targets
- Utilizing analytical thinking to assess market trends and forecast market penetration opportunities
- Innovating and implementing creative solutions to address client needs and improve service excellence
- Mentoring and coaching team members to foster professional growth and development
- Promoting systemic thinking to identify and leverage strategic alliances for mutual benefit
- Applying a strategic mindset to guide decision-making and drive business outcomes
- Facilitating external relationships to expand the organization's network and influence
What You Must Have
- At least a Bachelor's degree
- At least 8 years of experience in sector, account or relationship management with a track record of driving demand generation and driving successful programs
What Sets You Apart
- Preference for a Bachelor's degree
- Demonstrating strategic alliances and relationship building
- Excelling in customer relationship management
- Utilizing analytical thinking for market penetration forecasts
- Coordinating sales programs and strategies
- Innovating through creativity and rapid experimentation
- Embracing change and fostering cross-functional collaboration
The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: more about how we work: only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines:
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 60%
The Opportunity
As a Client Relationship Executive - Office of the CFO Managed Services, you will play a pivotal role in fostering and maintaining strategic alliances within our Internal Firm Services practice. Your focus will be on building and nurturing relationships with key stakeholders, driving collaboration and innovation to deliver exceptional service. As a Director, you will set the strategic direction and lead business growth efforts, making impactful decisions while overseeing multiple projects. You will inspire others by translating vision into actionable strategies, cultivating potential in your team, and maintaining executive-level relations.
In this role, you will leverage your skills in customer relationship management and cross-functional collaboration to enhance client satisfaction and drive business outcomes. You will be instrumental in shaping the direction of projects and mentoring the next generation of leaders, all while upholding our reputation for quality, integrity, and inclusion. This position offers a unique opportunity to work within a dynamic environment where people and technology thrive together, maximizing stakeholder satisfaction and leveraging our collective strength across the PwC Network.
Responsibilities
- Developing and executing strategic sales initiatives to drive revenue growth and market penetration
- Building and maintaining strong relationships with key clients and stakeholders to enhance customer relationship management
- Leading cross-functional collaboration efforts to align sales strategies with organizational goals
- Coordinating sales programs and initiatives to optimize performance and achieve targets
- Utilizing analytical thinking to assess market trends and forecast market penetration opportunities
- Innovating and implementing creative solutions to address client needs and improve service excellence
- Mentoring and coaching team members to foster professional growth and development
- Promoting systemic thinking to identify and leverage strategic alliances for mutual benefit
- Applying a strategic mindset to guide decision-making and drive business outcomes
- Facilitating external relationships to expand the organization's network and influence
What You Must Have
- At least a Bachelor's degree
- At least 8 years of experience in sector, account or relationship management with a track record of driving demand generation and driving successful programs
What Sets You Apart
- Preference for a Bachelor's degree
- Demonstrating strategic alliances and relationship building
- Excelling in customer relationship management
- Utilizing analytical thinking for market penetration forecasts
- Coordinating sales programs and strategies
- Innovating through creativity and rapid experimentation
- Embracing change and fostering cross-functional collaboration
The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: more about how we work: only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines:
Is this job a match or a miss?
Apply Now
4
Private Client Relationship Manager II - Tampa, FL
33603 Tampa
TD Bank
Posted 22 days ago
Job Viewed
Job Description
**Work Location:**
Tampa, Florida, United States of America
**Hours:**
40
**Pay Details:**
$115,440 - $173,160 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
TD Wealth
**Job Description:**
This role is a high-touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment. The Private Client Relationship Manager II will serve as the central point of contact for HNW clients across banking lending and High Net Worth Investing with expertise in banking and lending. The role partners with Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of wallet. The role will also be responsible for retaining and growing the client relationship and is accountable for exceeding clients expectations for asset accumulation, preservation and growth. The role is at the center of the Private Client Services model supporting an integrated Wealth Management offering by providing day-to-day account management, wealth management solutions (via partner referrals) and complex credit solutions for client and their businesses. In so doing, the role must focus on maximizing clients satisfaction with their Banking relationships, maximizing profitability of the portfolio, while ensuring minimum credit risk for Bank funds.
**Depth & Scope:**
+ Demonstrates a commitment to being customer-centric by ensuring legendary service is provided during every customer interaction to maximize retention and growth
+ Ensures all NEW clients receive the complete onboarding experience, which includes; A thorough client discovery leading to a truly exceptional Private Client Experience, An introduction to the IA and TA as per client needs, and the completion of all requisite client profiling documents
+ May work with more complex clients
+ Will be able to have a more fulsome discussion with clients before bringing in subject matter experts
+ Ensures those existing clients, where it would add value, are provided with a Private Client Planning Experience
+ Effectively implement a process with CSAs to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the clients overall wealth needs, as well as a minimum of two annual pro-active contacts
+ Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the clients relationships with TD Bank
+ Implements and executes a differentiated service model/experience for HNW clients
+ Meets quarterly and annual referral goals for investments and trust business
+ Deepens wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions
+ Maximizes profitability, while ensuring the client receives an exceptional client experience
+ Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients
+ Identifies opportunities within your portfolio and network to refer business to Retail and Commercial Partners
+ Executes in a manner that is compliant with regulations, policies and procedures
+ Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, FINRA etc.)
+ Ensures all Continuing Education requirements are attained
+ Responsible for understanding and adhering to TD Wealth AML/ATF Policies and Procedures
+ Responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
+ Transitions lower threshold clients to appropriate Wealth Partners, as needed, to ensure capacity for target market clients
+ Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
+ Provides guidance to junior staff
+ Contributes individually, as a team member and as a mentor to more junior staff, to ensure strong performance, collaboration and enthusiasm that set TD Wealth Private Client apart from our competitors
+ Represents TD Wealth to the general public in a professional manner
+ Be involved in the community and support TDBG charity and community initiatives
+ May lead activities of unit, assigning, prioritizing and monitoring work. Provides direction and answers questions as needed
+ Provides technical guidance and assists staff with most complex aspects of work as necessary
**Education & Experience:**
+ 4-year degree highly preferred
+ Advanced degree or MBA preferred
+ Preferred a minimum of 10 years financial services experience in a production capacity (i.e. track record for meeting sales goals) required
+ Valid Series 7, 63 + 65 or 66
+ Valid and active Life & Health insurance licenses
+ Certified Financial Planner (CFP), preferred
+ Strong understanding of private banking business development techniques, products, services and overall industry
+ Advanced understanding and experience with commercial banking relationships and experience interacting with high-net worth clients
+ Consultative sales experience required
+ Proven ability to establish relationships and partner effectively with other departments within TD Bank U.S.
+ Proven business development track record
+ Strong market presence with wide network of outside referral sources for new business
+ High level of personalized customer service skills, including ability to work with wide variety of clients and provide an exceptional level of service
+ Strong credit and financial analysis skills
+ Self-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up to date in a timely manner
+ Ability to work within an organization to influence and get things done without direct authority
+ Organized self-starter with ability to work independently with little direct guidance
+ Refined negotiation skills
+ Excellent communication skills, both verbal and written
+ Membership in civic and professional organizations required upon on-boarding
+ Must have experience working within a highly collaborative team environment
+ Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Tampa, Florida, United States of America
**Hours:**
40
**Pay Details:**
$115,440 - $173,160 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
TD Wealth
**Job Description:**
This role is a high-touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment. The Private Client Relationship Manager II will serve as the central point of contact for HNW clients across banking lending and High Net Worth Investing with expertise in banking and lending. The role partners with Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of wallet. The role will also be responsible for retaining and growing the client relationship and is accountable for exceeding clients expectations for asset accumulation, preservation and growth. The role is at the center of the Private Client Services model supporting an integrated Wealth Management offering by providing day-to-day account management, wealth management solutions (via partner referrals) and complex credit solutions for client and their businesses. In so doing, the role must focus on maximizing clients satisfaction with their Banking relationships, maximizing profitability of the portfolio, while ensuring minimum credit risk for Bank funds.
**Depth & Scope:**
+ Demonstrates a commitment to being customer-centric by ensuring legendary service is provided during every customer interaction to maximize retention and growth
+ Ensures all NEW clients receive the complete onboarding experience, which includes; A thorough client discovery leading to a truly exceptional Private Client Experience, An introduction to the IA and TA as per client needs, and the completion of all requisite client profiling documents
+ May work with more complex clients
+ Will be able to have a more fulsome discussion with clients before bringing in subject matter experts
+ Ensures those existing clients, where it would add value, are provided with a Private Client Planning Experience
+ Effectively implement a process with CSAs to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the clients overall wealth needs, as well as a minimum of two annual pro-active contacts
+ Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the clients relationships with TD Bank
+ Implements and executes a differentiated service model/experience for HNW clients
+ Meets quarterly and annual referral goals for investments and trust business
+ Deepens wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions
+ Maximizes profitability, while ensuring the client receives an exceptional client experience
+ Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients
+ Identifies opportunities within your portfolio and network to refer business to Retail and Commercial Partners
+ Executes in a manner that is compliant with regulations, policies and procedures
+ Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, FINRA etc.)
+ Ensures all Continuing Education requirements are attained
+ Responsible for understanding and adhering to TD Wealth AML/ATF Policies and Procedures
+ Responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
+ Transitions lower threshold clients to appropriate Wealth Partners, as needed, to ensure capacity for target market clients
+ Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
+ Provides guidance to junior staff
+ Contributes individually, as a team member and as a mentor to more junior staff, to ensure strong performance, collaboration and enthusiasm that set TD Wealth Private Client apart from our competitors
+ Represents TD Wealth to the general public in a professional manner
+ Be involved in the community and support TDBG charity and community initiatives
+ May lead activities of unit, assigning, prioritizing and monitoring work. Provides direction and answers questions as needed
+ Provides technical guidance and assists staff with most complex aspects of work as necessary
**Education & Experience:**
+ 4-year degree highly preferred
+ Advanced degree or MBA preferred
+ Preferred a minimum of 10 years financial services experience in a production capacity (i.e. track record for meeting sales goals) required
+ Valid Series 7, 63 + 65 or 66
+ Valid and active Life & Health insurance licenses
+ Certified Financial Planner (CFP), preferred
+ Strong understanding of private banking business development techniques, products, services and overall industry
+ Advanced understanding and experience with commercial banking relationships and experience interacting with high-net worth clients
+ Consultative sales experience required
+ Proven ability to establish relationships and partner effectively with other departments within TD Bank U.S.
+ Proven business development track record
+ Strong market presence with wide network of outside referral sources for new business
+ High level of personalized customer service skills, including ability to work with wide variety of clients and provide an exceptional level of service
+ Strong credit and financial analysis skills
+ Self-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up to date in a timely manner
+ Ability to work within an organization to influence and get things done without direct authority
+ Organized self-starter with ability to work independently with little direct guidance
+ Refined negotiation skills
+ Excellent communication skills, both verbal and written
+ Membership in civic and professional organizations required upon on-boarding
+ Must have experience working within a highly collaborative team environment
+ Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
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Job Description
PNC is seeking a seasoned leader to drive customer/prospect management initiatives, align sales plans with risk controls, and expand client relationships across the bank’s product suite. The role emphasizes coaching, strategic planning, and delivering measurable business results.
You will oversee teams, coach for credit risk understanding, and collaborate with internal partners to optimize client outcomes while maintaining regulatory compliance.
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