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Client Portfolio Management (CPM) Assistant Manager, Clients & Industries

Geplaatst 24 mrt. 2024
Werkervaring
2 tot 5 jaar
Full-time / part-time
Full-time
Functie
Soort opleiding
Taalvereiste
Engels (Vloeiend)

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Your opportunity

Deloitte’s strategic aspiration is to become the undisputed leader in professional services.

The Clients & Industries (C&I) strategy is a key enabler of this aspiration; aiming to build enviable client loyalty in our chosen markets, such that these clients will turn to Deloitte first when faced with a major challenge.

UK Financial Advisory (FA) is recruiting a CPM Assistant Manager on a 12-month Fixed Term contract to work with the FA Clients & Industries Director to further professionalise client relationship development and to lead coordination of our Lead Business Partner Programme.

We encourage consideration of flexible ways of working, both formal and informal arrangements that allow for the best outcomes for our people and our clients. If this opportunity is of interest to you with some flexibility, please do discuss with us.

Are you looking to return to the workplace after an extended career break?

For this role we can offer coaching and support designed for returners to refresh your knowledge and skills, and help your transition back into the workplace after a career break of 2 years or more. If this is relevant for you, just let your recruiter know when you make your application.

Your role

The Financial Advisory CPM Assistant Manager will play a key role in bringing the best of Deloitte FA to our highest priority clients across our FY23 priorities.

Reporting to the FA Clients & Industries Director, the role holder will work as part of an integrated team across research, marketing, business development and Client Portfolio Management to embed key activity.

You will be responsible for:

  • Working with the FA C&I Business Director to drive engagement with (and reflect the needs of) our FA Priority clients in our C&I activity
  • Working alongside FA’s Industry Business Development leads to provide input into the FY planning on FA priority accounts
  • Working with the FA C&I team to prioritise areas requiring support to implement the FA GTM plan successfully and efficiently
  • Joining the FA Executive Partners in conversation with Priority Account Lead Business Partners (LBPs) to drive account performance
  • Embedding standard processes and methodologies as they relate to portfolio management
  • Developing relationships with the central C&I client development team and colleagues in other businesses (service lines) to explore best practice and enhance FA’s Lead Business Partner experience as appropriate
  • Providing timely reporting to Lead Business Partners on pipeline and wins, using Deloitte’s Salesforce programme, Jupiter
  • Work effectively in diverse teams within an inclusive team culture where people are recognised for their contribution

Your work, your choice

At Deloitte we believe the best impact is the value we add, not the hours we sit at our desk. We carefully consider agile ways of working, both formal and informal, that allow for the best impact for our people and our clients. Please speak to your recruiter about the working pattern that works best for you.

Location: The role can be located anywhere within our National offices, however UK travel may be required on an ad hoc basis.

Work pattern: This is a full-time role. Our team members work a variety of agile working patterns. Tell us what arrangement works for you and we’ll try to accommodate.

Your professional experience

Essential

  • Excellent project management, written and verbal communication and collaboration skills
  • Time management skills; ability to support several concurrent initiatives
  • Client centric mind-set
  • Ability to work independently under pressure, and on multiple assignments while maintaining top quality deliverables
  • Energetic, enthusiastic, flexible and proactive attitude
  • Exceptional eye for detail
  • Team-oriented with ability to working a fast-paced, high-volume and often dynamic environment
  • Self-starter with a strong work ethic
  • Strong relationship building and stakeholder management skills
  • Demonstrable experience in some if not all of Deloitte’s marketing and insight systems including; Jupiter, Eagle, Marketo, BRMS
  • Experience of working independently and with remote teams based in the UK and overseas

Desirable

  • You will have worked in a similar capacity within a large professional services firm or Partnership structure

Your service line: Financial Advisory

Advising clients in the moments that define their business takes multiple layers of expertise. Much more than due-diligence, this is about diverse teams of specialists coming together, crossing service lines and international borders to tackle the many, complex issues involved in major transactions. And we have one of the broadest networks in the business. Here, you’ll find fascinating, career-building projects, market leading approaches, cutting-edge resources, huge clients and inspirational colleagues. As well as opportunities to develop a deep industry or product specialism.

Personal independence

Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints. This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm. The recruitment team will provide further detail as you progress through the recruitment process.

About Deloitte

Our Purpose & Strategy

To make an impact that matters for our clients, our people and society - defines who we are and what we stand for. Our purpose provides the foundation for our strategy and our aspiration to be the undisputed leader in professional services: this is not about size, it's about being the first choice. The first choice for the largest and most influential clients, and the first choice for the best talent.

What do we do?

Deloitte offers global integrated professional services that include Audit & Assurance, Consulting, Financial Advisory, Legal, Risk Advisory and Tax Consulting. Our approach combines intellectual leadership, industrial expertise, insight, consulting & problem solving capabilities whatever the role, technology revolutions and innovation from multiple disciplines to help our clients excel anywhere in the world.

Beyond the UK: Deloitte North and South Europe

The UK is part of Deloitte North and South Europe (NSE), the second largest member firm in the Deloitte network. Deloitte NSE combines operations in Belgium, Central Mediterranean (Italy, Greece, Malta), Ireland, the Middle East (Bahrain, Cyprus, Egypt, Iraq, Jordan, Kuwait, Lebanon, Libya, Oman, Palestinian Ruled Territories, Qatar, Saudi Arabia, United Arab Emirates, Yemen), the Netherlands, the Nordics (Denmark, Finland, Iceland, Norway and Sweden), Switzerland and the UK. Deloitte NSE brings together 2,700 partners and over 50,000 people, combining our unmatched breadth and depth of capabilities in audit and assurance, consulting, financial advisory, risk advisory, and tax and legal across the region. Being part of Deloitte NSE supports our aspiration to be the undisputed leader in professional services and will create more opportunity and growth for our people.

What do we value?

What brings us all together at Deloitte? It’s how we approach the thousands of decisions we make every day. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we are in the world, we lead the way, serve with integrity, take care of each other, foster inclusion, and collaborate for maximum impact. These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most.

Being a Leader at Deloitte

Cultural fit and purpose-led leadership is crucial for Deloitte. Our leaders always set the example and inspire their colleagues. They make quality time for people and take an interest in them. They know what matters to people - both inside and outside work – and value them as individuals; always finding opportunities to develop them while showing respect and appreciation.

We expect colleagues at all levels to embrace and live our purpose and our leadership culture by challenging themselves to identify issues that are most important for our clients, our people, and for society and make an impact that matters. We know leadership comes in all shapes and sizes, but our Leadership Charter helps all of our people understand what we’re looking for:

  • We live our purpose: we act as a role model, embracing and living our purpose and values, and recognising others for the impact they make
  • We develop talent: we develop high-performing people and teams through challenging and meaningful opportunities
  • We drive performance: we deliver exceptional client service; maximise results and drive high performance from people while fostering collaboration across businesses and borders
  • We believe positive influence can make an impact that matters: we influence clients, teams, and individuals positively, leading by example and establishing confident relationships with increasingly senior people
  • We move, together, towards a strategic direction: we understand key objectives for clients and Deloitte, aligning people to objectives and setting priorities and direction.

Deloitte drives progress. Our firms around the world help clients become leaders wherever they choose to compete.

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