Director, Client Account Strategy
Intention.ly
Overview Intention.ly is a dynamic and innovative marketing agency specializing in providing strategic growth solutions to a diverse portfolio of financial services clients. We pride ourselves on our ability to deliver results-driven strategies that exceed client expectations and drive business growth. We are seeking a highly skilled and motivated individual to join our team as a Client Account Strategy Director. Requirements You have financial services marketing experience You can put together a killer marketing plan in alignment with company goals You are equal parts strategy + execution You feel you can juggle multiple client accounts successfully You know HubSpot inside and out You can build relationships with Founders, CEO and CMOs Responsibilities Develop and maintain strong relationships with key client stakeholders, serving as the primary point of contact for all account-related matters. Lead the development of strategic marketing plans and initiatives that align with client objectives and drive business growth. Oversee the execution of integrated marketing campaigns across various channels, including digital, traditional, and experiential. Collaborate closely with internal teams, including creative, digital, and content, to ensure the successful implementation of client strategies. Monitor and analyze campaign performance metrics, providing insights and recommendations for optimization and improvement. Stay abreast of industry trends and best practices, proactively identifying opportunities to enhance client strategies and deliver added value. Manage multiple client accounts, ensuring that all projects are delivered on time, within budget, and to the highest standard of quality. Qualifications Bachelor's degree in marketing, business, or a related field; MBA preferred. Minimum of 7 years of experience in senior marketing roles within the financial services industry. Proven track record of developing and executing successful marketing strategies that drive business results. Strong strategic thinking and analytical skills, with the ability to translate data into actionable insights. Excellent communication and presentation skills, with the ability to effectively articulate ideas and strategies to both internal teams and clients. Experience managing multiple client accounts simultaneously in a fast-paced agency environment. Demonstrated leadership abilities, with the capacity to inspire and motivate cross-functional teams to deliver exceptional results. A passion for marketing and a desire to stay ahead of industry trends and best practices. Ability to thrive in a fast-paced organization and embrace the challenges of a dynamic and evolving role. About Intention.ly Intention.ly works with a wide range of fintech and finserv companies – including start-ups looking to outsource their go-to-market planning, growth stage firms that want to turbocharge their marketing efforts, and established firms looking to modernize their outdated ways. Intention.ly clients are excited to change, evolve, and push boundaries and they want a partner to challenge and advise them as they pursue their growth goals. #J-18808-Ljbffr Intention.ly
- ...Identify, pursue, and secure new CAS client opportunities through networking, referrals... ...and leadership to execute go-to-market strategies and expand the CAS practice. Client Relationship... ...management, and compliance for client accounts. Ensure timely, accurate, and value-...Suggested
$200k
Director/Partner, Client Accounting Services New York, NY Title: Director/Partner, Client Accounting Services (CAS) Department: Client Accounting... ...with marketing and leadership to execute go‑to‑market strategies and grow the CAS practice. Drive client retention and...SuggestedFull time$119.96k - $156.37k
...day per week. New hires are eligible to apply 30 days after their effective date of hire. JOB TITLE: Director, Force Account Strategy & Oversight (Budget) AGENCY: Construction & Development DEPT/DIV: Development/...SuggestedTemporary workWork at officeRemote work1 day per week$145k - $189k
...Helpful. We are driven by a shared mission to become the Most Loved Lifestyle Brand in the World. THE ROLE. As the Director, Global Account Strategy, you will lead the strategic management and performance of Glossier’s global wholesale account portfolio. This role is...SuggestedFull timeTemporary workLocal area- ...full-time Sr. Tax Manager to develop tax strategies, oversee tax compliance, and manage a... ...culture. Responsibilities include advising clients on tax issues, managing tax returns,... ...at least 7 years of experience in public accounting. Benefits include medical, dental, PTO,...SuggestedFull timeFlexible hours
$120k - $240k
...Job Description : Senior Director/Director, Client Growth & Strategy Location: New York (in office three days/week) About Storyful: Storyful, a News Corp company, is a global leader in social media news and intelligence reporting. We harness data from across...Work at officeFlexible hours3 days per week$146.93k
...at a company where you matter. Your Impact We are looking for a forward thinking and highly motivated team player to join our Accounting Strategy and Financial Reporting team. You will lead accounting research and operational analysis with a primary focus on M&A,...Contract workWork experience placementWork at officeRemote work- The Metropolitan Transportation Authority is seeking a Director of Force Account Strategy & Oversight in New York City. The role includes providing strategic leadership for the development and monitoring of NYCT force account-related budgets. Key responsibilities involve...
$145k - $165k
...Director, Client Strategy- Enterprise Join ShopMy – Powering the Future of Digital Marketing ShopMy is transforming e-commerce by building... ...and revenue expansion within 8-12 high-value Fortune 500 accounts, serving as a trusted advisor to senior decision-makers...Contract workWork experience placementWork at officeImmediate startFlexible hours$100k - $231.54k
9005 CVS Pharmacy, Inc. is seeking a Client Insights & Strategy Lead Director in New York. This key role involves consulting across teams on measurement and leading discussions on methodologies to enhance client insights. The ideal candidate has over 8 years in data-driven...$100k - $231.54k
Director, Client Insights & Strategy - CVS Media Exchange (CMX)Skip to main content#Director, Client Insights & Strategy - CVS Media Exchange (CMX)... ...who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do....Hourly payFull timeTemporary workLocal area$150k - $220k
...Job Description Job Description Position Title: Director of Business Strategy & Client Relations Salary: $150,000/Yr. - $220,000/ Yr.... ...delivered consistently, develops evaluation plans for accounts nearing contract expiration, and collaborates with Operations...Contract workWork at officeLocal areaRemote workFlexible hours- Dentsu Aegis Network Ltd. is seeking a Director of Client Experience Operations in New York to oversee the operational strategies behind client interactions and relationships. In this pivotal role, you will collaborate with the Chief Client Experience Officer, ensuring...
$100k - $231.54k
The CVS Health Corporation is seeking a Director, Client Insights & Strategy for their CVS Media Exchange (CMX) team in New York. This leadership role focuses on developing measurement strategies and guiding a team responsible for delivering actionable insights. Successful...$160k - $180k
...performance marketing with brand strategy, integrated media, social,... ...measurable growth for our clients in over 120 markets and 60+ languages... ...Croud is recruiting a Director, Client Leadership to lead a... ...senior POC on the day to day account management. Lead with agility...Summer workWork at officeHome office3 days per week- ...pays, banks, and invests. FIS helps their clients use technology in innovative ways to... ...our client promise includes consistent account servicing, proactive product adoption, and... ...and value Define client segmentation strategies to maximize impact across priority client...Work at office
- ...A leading creative marketing agency is seeking a Senior Account Director to join their New York City team. This role involves leading client strategies and managing key relationships, ensuring growth and profitability. Ideal candidates will have substantial experience...Flexible hours
$167k - $185k
A dynamic and experienced Director, Product Strategy is sought to join a key client team in New York. This pivotal role focuses on product vision and deployment, overseeing data onboarding, defining user needs, and enhancing capabilities. Candidates must possess over 8...$190k - $210k
...ideas that people love. We do communications strategy, media planning and buying, and reporting... ...a creative lens. Role Summary As a Group Account Director (GAD) at Noble People, you’ll be at the center of our mission- unlocking client growth, solving challenges with agility,...Summer workFlexible hours$150k - $175k
Tinuiti is looking for an experienced leader to drive multi-year growth strategies across their client portfolio. This role involves nurturing relationships with C-suite executives and overseeing integrated planning to enhance client outcomes. With 12+ years in performance...Remote job- ...A healthcare organization in New York, NY, seeks a Vice President of Finance to lead financial strategy and operations. The ideal candidate will possess extensive experience in FP&A, strategic finance, and building strong finance teams. This leadership role involves overseeing...
- ...forecasting, and company-wide business reviews , Partner closely with the CFO, Board of Directors, and senior leadership to provide rigorous financial insight that shapes company-wide strategy and resource allocation , Establish and uphold rigorous financial principles...Work at office
- ...Job Description Tax Director- PCG RESPONSIBILITIES: Serve as the... ...primary point of contact for clients, addressing their concerns and... ...trust and estate planning strategies tailored to individual client... ...: Bachelors degree in law, accounting, finance, or related field....
$220k - $270k
...founder and CTO/co‑founder to drive financial strategy, ensure analytical rigor across the... ...departments Partner with external accounting firms on close, reporting, and compliance... ...roles, currently operating at a Senior Director, VP, or equivalent level, or ready to step...Summer workWork at office3 days per week- ...A pioneering life sciences company based in New York is seeking a Vice President of Finance to drive their financial strategy and support fundraising efforts. The ideal candidate will have significant experience in finance, market research, and team leadership, with a...
$200k
...Description Title: HNW Tax Partner/Director – Private Client Group Department: Tax, Private Client... ...: Anchin is a New York City based Accounting and Consulting firm with a Long... ...tax regulations, and wealth transfer strategies. ~ Strong business development skills...Full timePrivate practiceWork at office- Job Description The Associate Director is responsible for developing complex, high‑impact Connected Commerce strategies for a portfolio of clients, helping them unlock incremental growth... ...strategy, and long‑term planning—and is accountable for setting strategic direction,...Work experience placementWork at officeFlexible hours3 days per week
- A leading commerce technology company is seeking a Director of Services Operations & Planning to oversee operational strategy and execution in a remote setting. The successful candidate will drive cross-functional initiatives, maintain visibility into performance, and...Remote job
$120k - $140k
The Role As a Director of Client Strategy (Media), you are the primary strategic architect and business lead within the agency, partnering with... ...in some cases, Creative). This role requires a hybrid of account ownership—managing total account health, profitability, and...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours- The Trade Desk, Inc. seeks a Client Strategy Manager in New York to oversee client relationships and guide a team of Traders. This role involves providing innovative solutions tailored to client needs and fostering trust with internal and external stakeholders. Candidates...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director, Client Account Strategy. Be the first to apply!
- director of client services New York, NY
- contact centre manager New York, NY
- director client operations New York, NY
- manager customer service New York, NY
- director client management New York, NY
- director of customer service New York, NY
- senior director of client services New York, NY
- customer care manager New York, NY
- cost accounting manager New York, NY
- account supervisor New York, NY


