Client Relationship Executive Jobs in Massachusetts
Client Relationship Executive jobs in Massachusetts are concentrated in Boston, Worcester, and Cambridge, where financial services firms, technology companies, and life sciences organizations run significant client-facing operations. Employers like Fidelity Investments, State Street, and Wayfair have long maintained teams of client relationship executives focused on institutional accounts, wealth management, and enterprise technology solutions. Demand is strongest for professionals with backgrounds in financial services relationship management, B2B technology accounts, and healthcare sector client work. Find a role that fits below and apply directly.
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Grant Thornton is seeking an Private Equity Director Client Relationship Executive to join the team. Approved office locations can be found below.
Job Description:
Grant Thornton is seeking a Private Equity Director Client Relationship Executive (CRE) to drive growth across private equity funds and portfolio companies through deep, trust-based executive relationships, high-impact solution orchestration, and active daily prospecting. This leader serves as client growth strategist and seller, opening new doors for the with PE funds and portfolio companies. The role centers on Commercial Due Diligence while identifying additional M&A-related opportunities along the way. The PE CRE operates at the intersection of solution strategy, pursuit leadership, and executive relationship management — shaping how capabilities are packaged, positioned, and activated in the market.
Active Prospecting & Business Origination
- Conduct active, rigorous daily prospecting across assigned accounts, targets, and markets — originating new business through outbound calls, executive meetings, and relationship development
- Meet sales production targets and goals with discipline and minimal oversight
- Originate new sales opportunities by consistently and systematically initiating contacts; pursue prospects to secure meetings and win referrals
PE Growth Leadership & Account Strategy
- Lead PE account and pursuit strategies across assigned PE funds and portfolio companies, identifying opportunities to deliver Commercial Due Diligence services as a core focus alongside other Advisory opportunities
- Serve as the originator of new client relationships with PE funds, building relationships that open access to portfolio-wide opportunities
- Act as the deal/solution architect — shaping how GT brings capabilities together into clear value propositions, solution narratives, and commercially viable program structures
- Translate client needs into scalable, differentiated solutions; partner with offering and solution strategy leaders to ensure solutions are executable and repeatable
- Drive proposal strategies that emphasize measurable outcomes, defined governance, and practical implementation plans (not just scopes and hours)
- Position GT's full-service approach — uniting data-driven insights, technology modernization, and shared services/outsourcing to deliver speed, efficiency, and ROI at scale
- Champion responsible, practical AI adoption in pursuit narratives, coordinating with AI and risk leaders as needed
- Maintain strong executive altitude in client conversations (Board/C-suite), aligning Advisory pursuits to growth, risk, profitability, and performance priorities
Pursuit Leadership & Win Strategy
- Identify winning strategies by deeply understanding client needs; coach pursuit teams through qualification, solutioning, pricing, and closing
- Participate in solution-specific sales presentations and executive working sessions; facilitate alignment across stakeholders
- Negotiate and participate in pricing strategy to ensure GT is competitive while protecting value
Market Presence & Executive Connectivity
- Project executive presence; build effective relationships with senior Partners and C-Suite executives
- Identify key decision makers at client and prospect organizations at the C-Suite and Board levels
- Cultivate relationships across executive networks, industry forums, and alliances to build GT relevance
- In partnership with marketing, activate events, campaigns, and thought leadership to build pipeline
Operational Discipline & Firm Stewardship
- Regularly (daily) and consistently use CRM/OneView to ensure activity, pipeline, and customer data are current and decision-useful
- Participate in the Sales Verification Process (SVP) for all origination claims
- Model GT's commitment to quality, integrity, and trust in all client interactions
- 10+ years of progressive experience in professional services (commercial due diligence preferred), including experience working with private equity firms, portfolio companies, or PE-backed businesses, and experience in complex solution selling, or enterprise transformation pursuits with C-suite/Board-level buyers
- Demonstrated success building and expanding executive relationships with PE fund executives, and driving measurable growth outcomes in a matrixed professional services environment
- Ability to identify, coordinate, and advance commercial due diligence opportunities across PE funds and portfolio companies, in addition to other Advisory opportunities
- Strong commercial acumen: qualification discipline, win strategy, pricing, negotiation, and executive storytelling
- Proven ability to translate complex capabilities into clear value propositions and scalable pursuit narratives; comfort operating at the intersection of strategy and go-to-market
- Experience selling and structuring multi-year programs (including managed services / outsourcing / shared services models) preferred
- Direct experience in professional services firms, with working knowledge of how partner-led, client-service organizations operate
- Advanced communication and presentation skills (executive-level decks, whiteboarding, facilitating decision sessions)
- Bachelor’s degree or equivalent professional experience required; MBA or other advanced degree preferred.
- Travel up to 10% variable by portfolio
The base salary range for this position is between $185,000 and $278,000. Placement within the pay range is at Grant Thornton’s discretion, and it is based on multiple factors, including but not limited to, job-related knowledge/skills, experience, business needs, progression within the role, geographic location, and internal equity. At Grant Thornton, compensation decisions are dependent upon the facts and circumstances of each position and candidate.
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Find JobsClient Relationship Executive Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Client Relationship Executive Job Market in Massachusetts
A snapshot from current Massachusetts openings, updated as new roles post.
Who's Hiring



Top Industries Hiring
- Accounting & Auditing
- Insurance
What Massachusetts Employers Look For
The qualifications that appear most often in client relationship executive jobs across Massachusetts.
- Bachelor's degree in business, finance, or a related field required
- Five or more years of client-facing account management or relationship management experience
- Demonstrated ability to manage and grow a portfolio of enterprise or institutional clients
- Strong written and verbal communication skills for executive-level stakeholder engagement
- Proficiency with CRM platforms such as Salesforce to manage pipelines and client activity
- Experience working across financial services, technology, or life sciences industries preferred
Client Relationship Executive Jobs in Massachusetts: Frequently Asked Questions
How do you become a client relationship executive in Massachusetts?
Most client relationship executive roles in Massachusetts require a bachelor's degree in business, finance, communications, or a related field, followed by several years in account management, sales, or client services. Massachusetts does not require a state-issued license for this role. Employers in Boston's financial district and Route 128 technology corridor typically expect candidates to demonstrate a history of managing complex client relationships and growing revenue within an existing book of business.
Which companies hire client relationship executives in Massachusetts?
Massachusetts client relationship executive roles are posted by Grant Thornton, CohnReznick, and HUB International and others right now, based on current listings on Migrate Mate as of July 2026. Massachusetts's deep concentration of asset managers, insurance carriers, biotech firms, and enterprise software companies means demand for this role is spread across multiple industries rather than a single sector.
Which Massachusetts cities have the most client relationship executive jobs?
Boston and Wilmington have the most client relationship executive openings in Massachusetts. Boston dominates because of its density of financial institutions, professional services firms, and technology headquarters, while Worcester and Cambridge generate openings through their growing healthcare, biotech, and university-affiliated commercial operations.
Are there remote client relationship executive jobs in Massachusetts?
Yes, and more than many client-facing roles, since much of the work involves calls, video meetings, and written communication that does not require a physical presence. About 100% of client relationship executive openings tied to Massachusetts are remote or hybrid as of July 2026, reflecting how many employers have normalized distributed account teams. Strategic account reviews and new business meetings are the tasks most likely to require in-person attendance.
How can I get hired as a client relationship executive in Massachusetts with little or no experience?
The most realistic entry path is through a client services associate or account coordinator role at a Boston-area financial services firm, asset manager, or enterprise software company, then advancing internally. Fidelity Investments, State Street, and Massachusetts-based insurance carriers regularly hire associates into structured rotational or client support programs. Moving laterally from inside sales, customer success, or financial advisory positions is also common, and earning a CFA Level I or obtaining a FINRA Series 7 license strengthens applications significantly in the financial services corridor.
Where can I find and apply to client relationship executive jobs in Massachusetts?
You can find and apply to client relationship executive jobs in Massachusetts on Migrate Mate, which lists current Massachusetts openings across financial services, technology, life sciences, and professional services employers. Find roles that fit your experience and apply directly to the listings that match.
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