Client Relationship Executive – AWM/PE

PwC

. Develop and manage strategic relationships with priority clients in asset and wealth management and private equity .

Posted 11/10/2026full-timeUnited StatesSeniorLead💰 $122,500 - $504,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing strategic client relationships and managing complex sales cycles, leveraging CRM tools for account strategy and opportunity pipeline management. Proven ability to engage executive stakeholders and drive business growth through effective communication and negotiation skills.

Highest-signal resume keywords

Client Relationship DevelopmentComplex Sales Cycle ManagementCRM Tools ProficiencyStrategic Account PlanningBusiness Development Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales MethodologiesNegotiation SkillsMarket ResearchAccount Strategy DevelopmentOpportunity Pipeline Management

Soft Skills

Relationship BuildingExecutive Stakeholder EngagementCommunication SkillsCommercial JudgmentTeam Coordination

Tools & Technologies

CRM PlatformsSales Forecasting Tools

Industry Keywords

Asset ManagementWealth ManagementPrivate EquityBusiness GrowthInternal Firm Services

About the role

Key responsibilities & impact

Develop and manage strategic relationships with priority clients in asset and wealth management and private equity
Identify client needs, create opportunities, and advance business development efforts within Internal Firm Services
Set strategic direction and lead business growth efforts
Manage executive-level relationships and cultivate the potential in others
Shape account and relationship strategies
Engage senior stakeholders and coordinate PwC capabilities across the firm
Use market insight and pipeline data to support revenue growth and client expansion
Develop account strategies for priority clients
Coordinate internal teams on pursuit strategies, client messaging, and proposal responses
Use CRM platforms and pipeline insights to track activity, monitor opportunity movement, and support forecasting
Conduct market research and account planning
Lead complex sales cycles from opportunity qualification through proposal coordination and deal support
Prepare business presentations, sales materials, and client communications for senior stakeholders
Apply sales methodologies, negotiation skills, and relationship-building techniques to support revenue growth

Requirements

What you’ll need

At least a High School Diploma or the equivalent degree
At least 8 years of experience in sales, marketing or PwC experience
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
Up to 60% travel
Must not require, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth in PwC's policy

Benefits

Comp & perks

Annual discretionary bonus
Medical insurance
Dental insurance
Vision insurance
401k
Holiday pay
Vacation
Personal and family sick leave