Apply on Employer Site

Vision · 3 days ago

Group Account Director, Financial Services Clients

United States

Full-time

Remote

Director/Executive

10+ years exp

Amsive is a performance marketing agency that values collaboration and innovation. The Group Account Director will lead the Financial Services vertical, managing senior client relationships and driving growth across financial services accounts while ensuring strategic direction and client satisfaction.

AdvertisingDigital MediaMarketing

No H1B

Responsibilities

Serve as the senior day-to-day client partner across multiple financial services accounts

Lead executive-level relationships with banks, credit unions, lenders, insurers, fintechs, or investment brands

Navigate compliance-heavy environments with confidence and precision

Lead high-stakes conversations around performance, scope, and results

Anticipate client business challenges and proactively bring forward growth-focused solutions

Partner closely with Strategic Marketing to shape client business strategy, interpret data and insights, and identify long-term growth opportunities across the financial services vertical

Partner with client leadership to identify opportunities for acquisition, retention, cross-sell, and lifetime value growth

Guide integrated strategies across direct response, CRM, lifecycle, and brand performance

Ensure insights, analytics, and testing translate into clear recommendations and action

Challenge both clients and internal teams to think beyond execution toward long-term impact

Own account health across the portfolio, including staffing, scope, forecasting, and profitability

Serve as the primary escalation point for clients and internal teams, resolving complex issues and managing risk

Identify and drive organic growth opportunities within existing clients

Partner with agency leadership on renewals and new business efforts

Ensure accounts are delivering value, not just deliverables

Balance client ambition with performance reality and operational discipline

Lead strategies rooted in direct response (must have direct mail experience), acquisition, CRM, lifecycle, and retention

Leverage data, analytics, and testing to inform strategic direction, guide investment decisions, and drive measurable business outcomes

Champion data-driven thinking, testing, and optimization

Ensure work is accountable to KPIs, ROI, and business outcomes

Connect strategy, creative, media, and analytics into one cohesive system

Lead and mentor Account Directors and Account Managers

Set clear expectations for strategic thinking, client leadership, and execution

Develop teams that understand client businesses, not just agency process

Establish high standards for accountability, rigor, and proactive leadership

Qualification

Financial services experienceDirect marketing strategiesClient relationship managementData-driven decision makingTeam leadershipCommunication skillsAttention to detailSelf-motivatedGrowth-oriented mindset

Required

10+ years of experience in an agency environment, with significant leadership responsibility across financial services or similarly regulated categories (Financial services experience required)

Demonstrated experience leading multiple accounts or a client portfolio, with accountability for strategic direction, client outcomes, and business growth

Proven track record of driving organic growth, expanding scope, and evolving client relationships beyond original engagements

Experience operating as the senior-most client lead, including executive-level relationships and ownership of complex client and internal escalations

Strong strategic judgment, with the ability to translate data, insights, and testing into clear recommendations and growth-focused decisions

Background in direct marketing or performance-driven environments, including acquisition, CRM, lifecycle, and retention strategies (direct mail experience required)

Comfort navigating compliance-heavy environments and guiding strategy within regulatory constraints

Experience leading and developing senior account talent, setting standards for strategic thinking, client leadership, and accountability

Confident, direct communicator with strong business acumen and the ability to influence clients and internal teams

Ability to balance client ambition with performance reality, operational discipline, and agency priorities

Strong presentation and client communication skills

Strong attention to detail and ability to multi-task and work across multiple client relationships

Ability to be self-motivated towards the achievement of established goals

Comfort in working in a matrixed environment and ability to develop and maintain satisfactory working relationships with both the client and internal agency staff members

Growth oriented mindset with proven track record of driving revenue retention and growth