Client Account Manager, Financial Services

Who We Are

At Amsive, we are more than just a performance marketing agency; we thrive on collaboration and innovation. We offer a supportive environment where personal growth is as important as professional development. We empower our team members, provide them with the tools they need to succeed, and trust them to lead the way. Our commitment to integrated solutions and setting industry standards drives us forward.

We are looking for a place where your work matters, a career path you can grow on your terms, and a team invested in your success.

* We regret to inform you that currently, Amsive does not provide sponsorship opportunities.

This is a HYBRID position, 1 day in office per week. Our office is located in the Flatiron District in New York, NY.

Amsive is hiring an Account Manager, Customer Experience, to support a portfolio of integrated marketing clients within the financial services sector. This role serves as the primary day‑to‑day client contact, partnering with cross‑functional teams across strategy, media, analytics, CRM, direct mail, creative, digital marketing, and customer experience to deliver measurable business outcomes.

We're looking for a proactive and consultative account leader with experience managing digital omnichannel marketing programs within an agency environment, building strong client relationships, and translating business objectives into actionable marketing strategies. Experience supporting financial services clients is strongly preferred. The ideal candidate possesses strong project management skills, exceptional communication abilities, and a passion for helping clients drive customer acquisition, engagement, retention, and lifetime value through integrated marketing solutions.

Experience supporting financial services, banking, lending, insurance, fintech, wealth management, or other highly regulated industries within a digital marketing or integrated agency environment is strongly preferred.

• Serve as the primary day‑to‑day client contact across integrated marketing programs, including CRM, email, paid media, SEO, and direct mail. Work closely on analytics, creative, and digital marketing team initiatives.
• Develop a strong understanding of client business goals, customer segments, acquisition strategies, retention objectives, and regulatory considerations within the financial services industry.
• Partner with channel specialists and strategists to identify opportunities for growth, performance improvement, customer journey optimization, and cross‑channel integration.
• Translate client business objectives into actionable omnichannel marketing plans, ensuring alignment between strategy, execution, measurement, and business outcomes.
• Lead client status meetings, campaign reviews, quarterly business reviews, and performance discussions, providing clear recommendations backed by data and insights.
• Collaborate with analytics teams to interpret campaign performance and communicate meaningful insights, trends, testing opportunities, and optimization recommendations.
• Support integrated customer acquisition, onboarding, cross‑sell, retention, and reactivation initiatives across digital and offline channels.
• Coordinate campaign execution across multiple channels, including direct mail, email, paid media, web, CRM, and emerging customer engagement platforms.
• Ensure projects move efficiently through internal teams while maintaining quality, accuracy, compliance requirements, timelines, and budget expectations.
• Support financial services clients by understanding customer lifecycle marketing, audience segmentation, personalization strategies, marketing compliance considerations, and omnichannel customer journeys.
• Identify opportunities to expand existing client engagements through additional services, channels, strategic initiatives, and customer experience enhancements.

• 2‑4+ years of experience in account management, client services, or digital marketing within an agency environment.
• Experience managing integrated omnichannel marketing programs, with a strong emphasis on digital channels including paid media, SEO, CRM, email…