Develops and manages strategic relationships with asset and wealth management and private equity clients. Leads account strategies, executive engagement, business development, complex sales cycles, proposal coordination, market research, pipeline tracking, forecasting, and client communications. The role coordinates internal capabilities, identifies growth opportunities, supports revenue expansion, and guides others while maintaining commercial, quality, integrity, and brand standards.
The Opportunity
As a Client Relationship Executive-AWM/PE you will develop and manage strategic relationships with priority clients to identify needs, create opportunities, and move business development efforts forward within our Internal Firm Services practice. As a Director you will set strategic direction, lead business growth efforts, manage executive-level relationships, and cultivate the potential in others while upholding quality, integrity, inclusion, and a commercial mindset. In this role at PwC, you will shape account and relationship strategies, engage senior stakeholders, coordinate the use of PwC capabilities across the firm, and use market insight and pipeline data to support revenue growth and client expansion.
Responsibilities
- Developing and managing account strategies for priority clients across asset and wealth management and private equity
- Building executive-level relationships to identify client needs, surface growth opportunities, and advance business development priorities
- Coordinating across internal teams to shape pursuit strategies, client messaging, and proposal responses
- Using CRM platforms and pipeline insights to track activity, monitor opportunity movement, and support forecasting
- Conducting market research and account planning to inform sector positioning and target outreach
- Leading complex sales cycles from opportunity qualification through proposal coordination and deal support
- Preparing business presentations, sales materials, and client communications tailored to senior stakeholders
- Applying sales methodologies, negotiation skills, and relationship-building techniques to support revenue growth
What You Must Have
- At least a High School Diploma or the equivalent degree
- At least 8 years of experience in sales, marketing or PwC experience
What Sets You Apart
- Preference for a Bachelor's degree
- Demonstrating client relationship development in complex sales cycles
- Navigating executive stakeholders across priority client accounts
- Building account strategies and opportunity pipelines using CRM tools
- Developing thought leadership and market growth ideas
- Balancing commercial judgment with brand and conduct standards
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: https://pwc.to/benefits-at-a-glance
As 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: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For 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.
As a Client Relationship Executive-AWM/PE you will develop and manage strategic relationships with priority clients to identify needs, create opportunities, and move business development efforts forward within our Internal Firm Services practice. As a Director you will set strategic direction, lead business growth efforts, manage executive-level relationships, and cultivate the potential in others while upholding quality, integrity, inclusion, and a commercial mindset. In this role at PwC, you will shape account and relationship strategies, engage senior stakeholders, coordinate the use of PwC capabilities across the firm, and use market insight and pipeline data to support revenue growth and client expansion.
Responsibilities
- Developing and managing account strategies for priority clients across asset and wealth management and private equity
- Building executive-level relationships to identify client needs, surface growth opportunities, and advance business development priorities
- Coordinating across internal teams to shape pursuit strategies, client messaging, and proposal responses
- Using CRM platforms and pipeline insights to track activity, monitor opportunity movement, and support forecasting
- Conducting market research and account planning to inform sector positioning and target outreach
- Leading complex sales cycles from opportunity qualification through proposal coordination and deal support
- Preparing business presentations, sales materials, and client communications tailored to senior stakeholders
- Applying sales methodologies, negotiation skills, and relationship-building techniques to support revenue growth
What You Must Have
- At least a High School Diploma or the equivalent degree
- At least 8 years of experience in sales, marketing or PwC experience
What Sets You Apart
- Preference for a Bachelor's degree
- Demonstrating client relationship development in complex sales cycles
- Navigating executive stakeholders across priority client accounts
- Building account strategies and opportunity pipelines using CRM tools
- Developing thought leadership and market growth ideas
- Balancing commercial judgment with brand and conduct standards
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: https://pwc.to/benefits-at-a-glance
As 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: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For 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.
PwC New York, New York, USA Office
300 Madison Ave, New York, NY, United States, 10017
PwC Florham Park, New Jersey, USA Office
400 Campus Drive, Florham Park, NJ, United States, 7932
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