Account Executive, Financial Services

The opportunity

We are seeking a highly motivated, confident individual to join our Business Development team as an Account Executive. This is a pivotal role in our account structure, working alongside our account team members including the Client Partner (CP), Client Executive (CE) and Engagement Delivery Partners to drive revenue growth, identify opportunity in the market and strengthen relationships on multiple accounts that are of strategic importance to EY.

• Serve as a key point of contact for agreed client contacts, fostering trust and open communication to understand their unique strategies, challenges, and opportunities.
• Develop deep insights into clients’ businesses, identifying key stakeholders and tailoring engagement strategies that resonate with their goals and priorities.
• Proactively identify opportunities to connect with clients, collaborating with internal teams to deliver innovative solutions that address their specific needs.
• Lead initiatives that enhance client experiences, such as diversity and inclusion programs and interactive workshops, ensuring that clients feel valued and understood.
• Maintain ongoing dialogue with clients to gather feedback, assess satisfaction, and adapt strategies to continuously improve their experience with EY.
• Owns and manages select client relationships, as identified by CP (e.g. Procurement/Sourcing, EY Alumni, etc.).

• Continually build upon the EY Account Management Framework and bring the full breadth of the firm to the account (e.g. technology, Investment/Funding, Service Lines).
• Collaborate with internal teams to develop tailored proposals and strategies that align with client objectives, driving successful outcomes and long-term partnerships.
• Works closely with Account Coordinators to support account operations and account administrative activity. Monitors reports and presents on account KPIs such as revenue, client relationship activity, sales forecast and pursuits.
• Leading the account planning processes and meetings.
• Lead pursuit process.
• Promote pursuit excellence, assist in creating a WIN strategy, and power maps on proposals.
• Develop and manage central client communications (e.g., client newsletters, value scorecard, event invites).

• Actively promotes the activation of solutions, and services across the account through ideation of opportunities and teaming with account team members on demand generation activities.
• Plans and monitors client feedback program and win/loss reviews to generate key client insights, as appropriate assists with client feedback interviews and be viewed as a Voice of the Client.
• Acts as interface with global sector for account industry needs (Subject Matter Resource, Solutions, Networks);
  Inter-connect account team centrally and to the broader sector.
• Acts as subject matter expert and coach the team on EY’s Sales and Account Management Framework (ex: immersive selling, Wavespace, building client trust, etc.).

• Proven ability to build trusted relationships, both internal and external.
• Demonstrated success in large matrix organizations.
• Strong analytical and quantitative skills, ability to review reports, interpret data and identify trends; a healthy sense of curiosity.
• Time Management skills – ability to meet deadlines, prioritise and manage projects to the end.
• Ability to work independently and in a team environment, collaborate effectively with other functional groups within EY.
• An executive presence; energetic and engaging style.
• The ability to work independently in a fast-paced, dynamic team-oriented environment.

• A Bachelor's or post-graduate degree is required.
• 10+ years of relevant experience, including previous experience with complex account management and/or business development.
• We are looking for candidates who are highly motivated, analytical, logical thinkers and have a very strong attention to detail and the ability to meet multiple and/or unexpected deadlines in a demanding environment.

• Professional services knowledge is an asset.
• Know…