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Client Account Management - Financial Services Industry - Manager job

DeloitteCharlotte, NC
Deloitte jobs




Company Description

With a current total headcount of 94,000+ Deloitte ranks among the leading professional services firms in audit, advisory, tax, and consulting services in the United States across more than 20 industries. The company is headquartered in New York with more than 80 US locations and hundreds more around the world. Whether you embark on your career journey with this company as a student or as a professional, you will realize that Deloitte is about people who come from several kinds of places, with versatile background and area of study, representing nearly every spot on the globe and source of inspiration. The company hires in the following business areas: Audit and Insurance, Consulting, Risk and Financial Advising, Tax and Internal Services. Deloitte is committed to respond to the well-being and development needs of employees next to its highly attractive benefits packages.

Job Description


Client Account Management FinancialServices Industry Manager


Were looking for an autonomous self-starter with outstandingorganizational and program management skills -- a strategic thinker whos alsoa natural collaborator. As a Client Account Manager (CAM) in Deloittes FinancialServices Industry (FSI) practice, youll work with senior leaders in our firmon the top accounts in the FSI industry helping the Account Teams buildrelationships, win projects and manage work. Youll oversee all account operationsand strategic activities keeping our practitioners armed and in front ofthe client while ensuring back office operations run smoothly. Youll alsointimately work with account leadership to deliver and support Advisory,Consulting and Tax business priorities to bring the best of each business to ourclient. Youll share what other account teams are doing and help to innovate newapproaches. You will be the important link between the larger firm, the accountteam, and the client.


Work youll do

Responsibilities will be based on specificclient relationship objectives and the needs of the account team, and will includesome or all of the following:

  • Client Impact/External Facing Activities: Develop and executeClient Service Strategyand Planning, Client ServiceAssessments, MarketingStrategy, Client and AlumniRelationship Management, Client Meeting Preparation, and Proposal Support


  • Account Operations/Internal Team Management Activities: Manage Account Meetings, Team Communications, Opportunity Management, Onboarding/Offboarding of team members,Knowledge Management, and supportAccount Financial Management as needed


  • Contract, Risk and Quality Management Activities: Manage Contract Management activities and the accounts ConfidentialInformation Program


The team

At Deloitte, clients are at the heart ofeverything we do. As a part of Client Experience, the Client Account Manager(CAM) program is comprised of professionals who are dedicated to providing ourmost important client accounts with streamlined cross-functional support. CAMs,like other Deloitte practitioners, are aligned to an industry (e.g., Energy,Resources & Industrials, Financial Services; Consumer; Life Sciences &Health Care; Government & Public Services; or Technology, Media &Telecom). CAMs help build and execute client service strategies, optimizeinternal support, and increase efficiencies to enable our account teams toprovide the best Deloitte Client Experience.




  • Bachelors degree

  • Demonstrated

Estimated annual salary
Professional Development



Company - Private




Over $10B


550 South Tryon St # 2500Charlotte, NC, 28202and others


Customer Service




Cathy Engelbert

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