Senior Account Director (Financial Services)

AI overview

Drive client satisfaction and growth by managing relationships and executing strategic initiatives in the Financial Services sector, focused on investment banking and wealth management.
Bounteous is a premier end-to-end digital transformation consultancy dedicated to partnering with ambitious brands to create digital solutions for today’s complex challenges and tomorrow’s opportunities. With uncompromising standards for technical and domain expertise, we deliver innovative and strategic solutions in Strategy, Analytics, Digital Engineering, Cloud, Data & AI, Experience Design, and Marketing. Our Co-Innovation methodology is a unique engagement model designed to align interests and accelerate value creation. Our clients worldwide benefit from the skills and expertise of over 4,000+ expert team members across the Americas, APAC, and EMEA. By partnering with leading technology providers, we craft transformative digital experiences that enhance customer engagement and drive business success. We are seeking an experienced Senior Account Director to join our growing Financial Services Business Unit. In this role, you will build strong relationships with Bounteous clients, deepen confidence in our products and services, and drive greater client satisfaction.     The ideal candidate embodies our culture and consistently supports account growth, expanded opportunities, and long-term client retention, with a core focus on the Financial Services sector including investment banking, wealth and asset management, capital markets, retail banking, and trading systems.  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 
  • We invite you to stay connected with us by subscribing to our monthly job openings alert here.

    Bounteous is proud to be an equal opportunity employer. Bounteous does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, national origin, veteran status, or any other status protected under federal, state, or local law. Bounteous is willing to sponsor eligible candidates for employment visas. 

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    Learn how Bounteous achieves results through strategy, analytics, design & technology. Offices in Chicago, Pittsburgh, Denver, Toronto & San Francisco.

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    Salary
    $93,000 – $125,000 per year
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