Lead Client Partner, Financial Services
Toronto, ON, Canada
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About the role
- Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace the flexibility to do your best work.
- Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think.
- You can read more about our AI interview philosophy and how we use AI in our recruiting process here.
Responsibilities
- Lead multi-quarter account strategies and joint business plans for complex Financial Services partnerships.
- Build and maintain trusted relationships across agency and direct client stakeholders at all levels, including senior executives.
- Drive revenue growth through strategic pitches, renewals, expansions, quality pipeline development, and product adoption.
- Develop full-funnel media strategies spanning brand, consideration, conversion, and measurement solutions.
- Lead executive-ready conversations, negotiations, escalations, and business reviews.
Requirements
- Meaningful experience in at least two of the following areas: Financial Services expertise, platform sales, and enterprise sales
- experience across all three is highly valued.
- A track record of creating revenue growth, quality pipeline, and measurable change within complex accounts.
- Executive presence and the ability to influence stakeholders from junior practitioners through C-suite leaders.
- Strong understanding of full-funnel digital advertising, media strategy, and measurement.
- Demonstrated ability to move quickly, operate with ambiguity, and make sound decisions with incomplete or conflicting information.
- A collaborative, growth-oriented approach and the ability to use AI to accelerate preparation, analysis, and follow-through while maintaining accuracy and ownership of outcomes.
- Bachelor's or Master's degree in a relevant field such as Marketing, or equivalent experience.
Skills
- It's Possible.
Benefits
- Partner closely with the CAM to create clear account coverage, operating rhythms, and accountability.
Company info
- What we're looking for
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