Senior Account Director (Financial Services) jobs in United States
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Bounteous · 1 week ago

Senior Account Director (Financial Services)

Bounteous is a premier end-to-end digital transformation consultancy dedicated to partnering with ambitious brands to create digital solutions for today’s complex challenges. They are seeking an experienced Senior Account Director to build strong relationships with clients in the Financial Services sector, deepen confidence in their products and services, and drive greater client satisfaction.

Brand MarketingConsultingInformation ServicesInformation TechnologyInternetWeb Design
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H1B Sponsorednote

Responsibilities

Protect and grow client accounts, serving as the primary liaison between Bounteous and the client
Develop and execute a strategic account management plan that builds multi-threaded relationships, mitigates risks, identifies opportunities, and elevates Bounteous’ strategic role within the client’s business
Build a deep understanding of client objectives, brand, and success metrics
Develop and maintain strong, long-term relationships with key client stakeholders
Serve as a trusted advisor who understands and advocates for the full range of client needs and priorities
Lead new Statement of Work (SOW) kickoffs and client onboarding, coordinating across internal stakeholders including Finance, Legal, Design, and Development
Oversee contract execution and ensure timely, accurate billing and collections
Drive and implement strategic digital initiatives aligned with client goals
Benchmark industry best practices to influence service quality and profitability
Guide internal teams toward delivering innovative, results-driven solutions
Manage program scope, timelines, and budgets to ensure successful delivery
Participate in key planning milestones and provide leadership from project initiation through completion
Develop and maintain client scorecards and dashboards highlighting key results and trends
Provide clients with actionable insights through reporting, analytics, and strategic consultation
Support business development efforts, including pitching, closing, and contract negotiation
Consistently identify opportunities to grow and expand client relationships

Qualification

Financial Services expertiseAccount managementClient relationship buildingDigital media experienceNegotiation skillsCommunication skillsStorytelling skillsAdaptabilityLeadership

Required

Promote and enforce awareness of key information security practices, including acceptable use of information assets, malware protection, and password security protocols
Identify, assess, and report security risks, focusing on how these risks impact the confidentiality, integrity, and availability of information assets
Understand and evaluate how data is stored, processed, or transmitted, ensuring compliance with data privacy and protection standards (GDPR, CCPA, etc.)
Ensure data protection measures are integrated throughout the information lifecycle to safeguard sensitive information
Protect and grow client accounts, serving as the primary liaison between Bounteous and the client
Develop and execute a strategic account management plan that builds multi-threaded relationships, mitigates risks, identifies opportunities, and elevates Bounteous' strategic role within the client's business
Build a deep understanding of client objectives, brand, and success metrics
Develop and maintain strong, long-term relationships with key client stakeholders
Serve as a trusted advisor who understands and advocates for the full range of client needs and priorities
Lead new Statement of Work (SOW) kickoffs and client onboarding, coordinating across internal stakeholders including Finance, Legal, Design, and Development
Oversee contract execution and ensure timely, accurate billing and collections
Drive and implement strategic digital initiatives aligned with client goals
Benchmark industry best practices to influence service quality and profitability
Guide internal teams toward delivering innovative, results-driven solutions
Manage program scope, timelines, and budgets to ensure successful delivery
Participate in key planning milestones and provide leadership from project initiation through completion
Develop and maintain client scorecards and dashboards highlighting key results and trends
Provide clients with actionable insights through reporting, analytics, and strategic consultation
Support business development efforts, including pitching, closing, and contract negotiation
Consistently identify opportunities to grow and expand client relationships

Preferred

7+ years of client service, digital media, digital/analytics sales, or account management experience at a digital-first agency/consultancy
5+ years of relevant experience in the U.S. financial sector with an emphasis on driving results and solving experience and engineering challenges at banking, wealth management, insurance, and fintech organizations, either client-side or as a trusted advisor
Highly adaptable and comfortable in fast-paced, ambiguous environments, with a proven ability to navigate shifting priorities in pursuit of bold growth objectives
A strong executive presence with excellent communication, storytelling, and negotiation skills; capable of engaging and influencing stakeholders at all levels
Experience operating within matrixed organizations and global delivery models
BA/BS degree or equivalent consulting agency experience preferred

Company

Bounteous

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Bounteous is a digital experience consultancy that helps companies deliver transformational brand experiences.

H1B Sponsorship

Bounteous has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (21)
2024 (9)
2023 (5)
2022 (14)
2021 (11)
2020 (18)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
New Mountain Capital
2021-08-03Private Equity

Leadership Team

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Keith Schwartz
Chief Executive Officer
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Michael Twedell
Senior Vice President, Growth
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Company data provided by crunchbase