Lead Client Partner, Financial Services
Core
Lead strategic partnerships with complex Financial Services clients (banking and insurance) to drive revenue growth, pipeline development, and product adoption.
Role type
Senior IC client partner (financial services)
Builds
Full-funnel media strategies and joint business plans for enterprise clients
Domain
Financial Services / Digital Advertising
Deliverable
product features
Required skills
Financial Services expertise, enterprise sales, agency relationship management, full-funnel media strategy, executive negotiation, strategic storytelling, cross-functional leadership
Preferred skills
AI utilization for analysis and preparation
Technologies
None stated
Responsibilities
Lead multi-quarter account strategies and joint business plans; Build trusted relationships with senior executives and agency stakeholders; Drive revenue growth through pitches, renewals, and expansions; Develop full-funnel media strategies spanning brand, consideration, conversion, and measurement; Mobilize cross-functional teams to solve client challenges; Lead executive-ready conversations and business reviews
Seniority
Senior, hands-on IC
