Client Account Manager, Financial Services

Who We Are

At the company, 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, the company 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, the company DOES NOT provide sponsorship opportunities.

*This is a HYBRID position, * 1 day in office per week. Our office is located in the Flatiron District in New York, NY

What we are looking for:

the company is hiring an Account Manager, Customer Experience , to support a portfolio of integrated marketing clients within the Financial Services sector. This role serves as the primary day‑to‑day client contact, partnering with cross‑functional teams across Strategy, Media, Analytics, CRM, Direct Mail, Creative, Digital Marketing, and Customer Experience to deliver measurable business outcomes.

We’re looking for a proactive and consultative account leader with experience managing digital and omnichannel marketing programs within an agency environment, building strong client relationships, and translating business objectives into actionable marketing strategies. Experience supporting financial services clients is strongly preferred. The ideal candidate possesses strong project management skills, exceptional communication abilities, and a passion for helping clients drive customer acquisition, engagement, retention, and lifetime value through integrated marketing solutions.

Experience supporting financial services, banking, lending, insurance, fintech, wealth management, or other highly regulated industries within a digital marketing or integrated agency environment is strongly preferred.

What You Will Be Doing

• Serve as the primary day‑to‑day client contact across integrated marketing programs, including CRM, Email, Paid Media, SEO, and Direct Mail. Working closely on Analytics, Creative, and Digital Marketing team initiatives.
• Develop a strong understanding of client business goals, customer segments, acquisition strategies, retention objectives, and regulatory considerations within the financial services industry.
• Partner with channel specialists and strategists to identify opportunities for growth, performance improvement, customer journey optimization, and cross‑channel integration.
• Translate client business objectives into actionable omnichannel marketing plans, ensuring alignment between strategy, execution, measurement, and business outcomes.
• Lead client status meetings, campaign reviews, quarterly business reviews, and performance discussions, providing clear recommendations backed by data and insights.
• Collaborate with Analytics teams to interpret campaign performance and communicate meaningful insights, trends, testing opportunities, and optimization recommendations.
• Support integrated customer acquisition, onboarding, cross‑sell, retention, and reactivation initiatives across digital and offline channels.
• Coordinate campaign execution across multiple channels, including direct mail, email, paid media, web, CRM, and emerging customer engagement platforms.
• Ensure projects move efficiently through internal teams while maintaining quality, accuracy, compliance requirements, timelines, and budget expectations.
• Support financial services clients by understanding customer lifecycle marketing, audience segmentation, personalization strategies, marketing compliance considerations, and omnichannel customer journeys.
• Identify opportunities to expand existing client engagements through additional services, channels, strategic initiatives, and customer experience enhancements.

Who you are:

• 2‑4+ years of experience in account management, client services, or digital marketing within an agency environment.
• Experience managing integrated omnichannel marketing programs, with a strong emphasis on digital channels including paid media, SEO, CRM, email marketing, analytics, customer experience, digital marketing, or related performance marketing channels.
• Experience supporting financial services, banking, lending, insurance, wealth management, fintech, or other regulated industries is strongly preferred.
• Understanding of customer acquisition, retention, lifecycle marketing, segmentation strategies, and customer journey development.
• Ability to confidently discuss marketing performance, measurement frameworks, KPIs, attribution approaches, and optimization strategies with clients and internal stakeholders.
• Strong consultative and relationship‑building skills, with demonstrated success managing and growing client partnerships.
• Proven ability to coordinate cross‑functional teams, manage multiple projects simultaneously, and maintain accountability across deliverables.
• Experience developing presentations, business reviews, strategic recommendations, campaign recaps, and client‑facing communications.
• Strong analytical mindset with the ability to interpret performance data and translate findings into actionable recommendations.
• Familiarity with direct mail marketing, CRM programs, audience targeting, personalization strategies, and integrated campaign planning is preferred.
• Proficiency with Microsoft Office Suite, particularly PowerPoint and Excel; familiarity with reporting, CRM, analytics, and marketing automation platforms is a plus.
• Excellent written and verbal communication skills, with strong attention to detail and organizational abilities.
• Curiosity, adaptability, and a passion for learning emerging marketing technologies, customer experience trends, and industry best practices.

Additional Information

* Salary starting at $75,000/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 the company, or if you need reasonable accommodation with the application process, please call (331) 318‑7800.*

*the company is proud to be an Equal Opportunity Employer. We are committed to building a supportive and inclusive environment for all employees. It is the company’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 the company 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, the company 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.*

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