Client Account Director, Financial Services

Tech Sales Jobs; New York (NY); Hybrid; USD 115,000 - 155,000; Full time

Benefits offered by this job

Unlimited vacation time

Dental, vision, health insurance

401(k) with company match

Paid parental leave

Paid holidays

Job summary

Amsive seeks an Account Director for Financial Services Accounts in New York, NY. You will lead omnichannel programs, manage senior client relationships, and drive strategic growth across channels with minimal supervision.

The role emphasizes data‑driven decision making, cross‑functional leadership, and accountability for account health and profitability. Hybrid work arrangement applies, with collaboration across teams.

Qualifications

• 8+ years in digital marketing programs with measurable results.
• 4+ years of financial services experience in client/agency settings.
• Experience leading multi‑channel campaigns and diverse teams.

Responsibilities

• Build empathetic relationships with clients and translate business challenges into marketing solutions.
• Lead cross‑functional teams to deliver omnichannel programs that meet objectives.
• Interpret data and analytics to demonstrate program impact to clients.
• Act as day‑to‑day strategic client lead, driving satisfaction and growth.
• Manage project timelines and internal resource planning.
• Forecast, bill, and manage account profitability while aligning with agency goals.
• Support onboarding of new clients and identify growth opportunities.

Skills

Account leadership

Omnichannel marketing

Client communication

Cross-functional collaboration

Data driven decision making

Job description

Client Account Director, Financial Services Accounts

Location: New York, NY

Department: Customer Experience

Who We Are

At Amsive, we're more than just a performance marketing agency; we're a team that thrives on collaboration and innovation. We offer a supportive environment where personal growth is just as important as professional development. We're a team of passionate individuals ready to tackle challenges, learn from one another, and drive results. We believe in empowering our team members, providing them with the tools they need to succeed, and trusting them to lead the way. With decades of expertise and a commitment to integrated solutions, we don't meet the industry standard; we're setting it.

If you're looking for a place where your work matters, a career path you can grow on your terms, and a team that's as invested in your success as you are, Amsive is for you. We offer a unique blend of flexibility, growth opportunities, and a culture that values each individual. Join us, and be part of the team ready to welcome, support, and grow with you.

We regret to inform you that currently, Amsive DOES NOT provide sponsorship opportunities.

This is a HYBRID position (1-2 days in office) located in New York, NY or Nashville, TN.

What we are looking for:

We’re looking for an Account Director with a passion for omnichannel marketing, a propensity to solve complex business challenges, exceptional attention to detail, and strong leadership skills. The candidate should be a self‑motivated leader who can successfully manage multiple priorities while providing proactive client communication, leading cross‑functional teams, and delivering measurable business results. This senior‑level role will be a leading member of our Client Services team and collaborate with internal Customer Intelligence, Creative, SEO, Paid Media, Direct Mail, Email, and Analytics teams.The primary function of the Account Director is to serve as the strategic lead across all agency channels, driving client success through proactive communication, marketing strategy, KPI achievement, and profitable account growth. The Account Director will independently manage the most complex accounts at Amsive with limited need for hands‑on supervision or guidance, overseeing program execution and be accountable for overall account health, client retention, financial performance, and long‑term account growth. The Account Director will assist in onboarding new clients, manage their existing portfolio, develop strategic growth opportunities, and collaborate with internal teams. Additionally, the Account Director should have a deep understanding of the omnichannel marketing landscape, and Amsive's full suite of services in order to identify opportunities and deliver strategic recommendations. This role also provides leadership through direct management of junior Client Services team members while mentoring cross‑functional teams to ensure exceptional client service and delivery. This position will report to the Group Account Director for Financial Services and will partner with agency sales and strategy teams when needed to assist with pitching and planning for agency prospects or growth of existing accounts.

What you will be doing:

• Builds empathetic personal relationships with clients and engages in understanding client’s marketing and business challenges, creating sound marketing program solutions to solve those challenges.

• Leads and directs cross functional teams in building, development and delivery of omnichannel marketing programs to achieve client’s stated objectives and business outcomes.

• Leverages strong data driven experience to interpret data and analytics – helping to craft the narrative that illustrates the impact of our programs on the client’s business.

• Serves as the primary day‑to‑day strategic client lead, driving overall client satisfaction, long‑term partnership growth, and proactive account leadership.

• Become proficient in company designated tools for success in project and account management.

• Create and proactively manage internal timelines for projects and programs through proactive communication.

• Accurately track time and resource utilization within Amsive's project management platform.

• Schedule, organize and facilitate client campaign initiatives across all agency channels; hold regular internal meetings to effectively guide client conversation to ensure clarity and productivity.

• Communicate with clients on a regular basis including weekly or monthly calls to review campaign performance, recommending omni‑channel marketing strategies and campaign optimizations to continuously improve results.

• Oversee implementation, delivery, and execution of program promise; manage client expectations by providing timing and budget implications of scope change requests.

• Oversee forecasting, invoicing, scope management, and overall account profitability while ensuring financial performance aligns with agency goals.

• Maintain and improve account profitability through effective forecasting, resource planning, scope management, and identification of organic growth opportunities.

• Develop cross‑channel insights and recommendations to solve larger business problems and improve key performance metrics; organize logistics for, narrative and key insights for quarterly and annual business reviews.

• Strong understanding of data and data insights to allow for testing strategies in audience identification, channel selection, and creative messaging.

• Core responsibility to collaborate and oversee agency standards on key marketing service deliverables for mid to large agency accounts in the form of PowerPoints, POV’s and performance reports from excel to dashboard technologies to optimize, retain or upsell business.

• Identify, develop, and help close strategic upsell and cross‑sell opportunities in partnership with Sales and agency leadership when appropriate.

• Demonstrate curiosity and a commitment to continuous learning within the evolving data‑driven marketing landscape.

Who you are:

• 8 years + experience managing digital marketing programs, with proven results in Paid Search, SEO and/or social media initiatives.

• 4+ years of financial services experience required (including banking or credit unions), from either client‑side or vendor/agency‑side work.

• 4+ years of experience in agency environment required.

• Demonstrated excellence in building and maintaining profitable client relationships.

• Experienced in compiling, documenting, and communicating client requirements to internal stakeholders (in digital marketing, direct mail or creative services).

• Must have experience overseeing implementation or managing and executing multi‑channel marketing campaigns as main client point of contact.

• Experience managing, training, and developing a growing group of direct reports; effectively delegating tasks and responsibilities to increase team capacity.

• Strong written and verbal communication skills, a positive attitude, and the ability to thrive in a collaborative and fast‑paced environment.

• Ability to influence others, both with the client and within the internal Amsive organization.

• Strong grasp and demonstrated application of marketing and communication principles.

• Strong project management and organization skills, ability to prioritize and manage multiple projects and inspire trust with team members; experience using Asana preferred.

• Strong understanding of applying data and insights for use in audience, channel and creative testing strategies. This includes but is not limited to the use of predictive modeling and segmentation to optimize both campaign results and a learning agenda.

• Advanced knowledge of web analytics and digital marketing tools, including Google Analytics and Google Ads Keyword Planner preferred.

• Strong proficiency in Microsoft Office Suite, especially PowerPoint and Excel.

• Future-minded individual with a strong desire to contribute to an emerging leader in the omni‑channel marketing space.

Additional Information

• Salary starting at $135,000/yr, based on skills and experience
• Paid time off that includes Unlimited Vacation Time, Annual Sick Days, Mental Health Days, and Holidays
• Dental, Vision, and Health Insurance
• 401(k) with a company match program
• Paid Parental Leave

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

If you need any assistance seeking a job opportunity at Amsive, or if you need reasonable accommodation with the application process, please contact our team.

Amsive is proud to be an Equal Opportunity Employer. We are committed to building a supportive and inclusive environment for all employees. It is Amsive’s continuing policy to provide equal employment opportunity and not to discriminate on the basis of race, color, religion, pregnancy or childbirth, marital status, national origin, ancestry or citizenship status, age, disability, sex, sexual orientation, gender identity, veteran status or any other characteristic protected by applicable federal, state or local laws. This policy applies to all aspects of employment, including (but not limited to) application for employment, recruiting, hiring, compensation, benefits, promotions and transfers, training, layoffs, rehires, termination of employment and all other terms and conditions of employment.

All offers of employment with Amsive are contingent upon the successful completion of background checks, which may include criminal history and reference verification, conducted in compliance with applicable state, federal, and local laws.

As part of the Company's equal employment opportunity policy, Amsive will also take affirmative action as called for by applicable laws and Executive Orders to ensure that minority group individuals, females, disabled veterans, recently separated veterans, other protected veterans, Armed Forces service medal veterans, and qualified disabled persons are introduced into our workforce and considered for promotional opportunities.