Senior Account Director (Financial Services)

Information Security Responsibilities

• Promote and enforce awareness of key information security practices, including acceptable use of information assets, malware protection, and password security protocols
• Identify, assess, and report security risks, focusing on how these risks impact the confidentiality, integrity, and availability of information assets
• Understand and evaluate how data is stored, processed, or transmitted, ensuring compliance with data privacy and protection standards (GDPR, CCPA, etc.)
• Ensure data protection measures are integrated throughout the information lifecycle to safeguard sensitive information

Role and Responsibilities

• Protect and grow client accounts, serving as the primary liaison between Bounteous and the client 
• Develop and execute a strategic account management plan that builds multi-threaded relationships, mitigates risks, identifies opportunities, and elevates Bounteous’ strategic role within the client’s business 
• Build a deep understanding of client objectives, brand, and success metrics 
• Develop and maintain strong, long-term relationships with key client stakeholders 
• Serve as a trusted advisor who understands and advocates for the full range of client needs and priorities 
• Lead new Statement of Work (SOW) kickoffs and client onboarding, coordinating across internal stakeholders including Finance, Legal, Design, and Development 
• Oversee contract execution and ensure timely, accurate billing and collections 
• Drive and implement strategic digital initiatives aligned with client goals 
• Benchmark industry best practices to influence service quality and profitability 
• Guide internal teams toward delivering innovative, results-driven solutions 
• Manage program scope, timelines, and budgets to ensure successful delivery 
• Participate in key planning milestones and provide leadership from project initiation through completion 
• Develop and maintain client scorecards and dashboards highlighting key results and trends 
• Provide clients with actionable insights through reporting, analytics, and strategic consultation 
• Support business development efforts, including pitching, closing, and contract negotiation 
• Consistently identify opportunities to grow and expand client relationships 

Preferred Qualifications

• 7+ years of client service, digital media, digital/analytics sales, or account management experience at a digital-first agency/consultancy   
• 5+ years of relevant experience in the U.S. financial sector with an emphasis on driving results and solving experience and engineering challenges at banking, wealth management, insurance, and fintech organizations, either client-side or as a trusted advisor  
• Highly adaptable and comfortable in fast-paced, ambiguous environments, with a proven ability to navigate shifting priorities in pursuit of bold growth objectives 
• A strong executive presence with excellent communication, storytelling, and negotiation skills; capable of engaging and influencing stakeholders at all levels 
• Experience operating within matrixed organizations and global delivery models 
• BA/BS degree or equivalent consulting agency experience preferred