Group Account Director, Financial Services Clients Job at Amsive (New York)

Job Description

The Group Account Director will lead and grow our Financial Services vertical as a senior agency leader who understands regulated categories, thrives in a performance-driven environment, and knows how to turn complex financial products into measurable marketing impact. This person owns senior client relationships, leads integrated teams, and drives growth across a portfolio of financial services accounts. They are accountable not just for delivery, but for strategic direction and sustained client business growth.

Job Responsibility

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

Requirements

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

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Group Account Director, Financial Services Clients

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