Account Director, Client Services (Financial Services Client)

Posted 23 Hours Ago
Be an Early Applicant
United States of America
70K Annually
7+ Years Experience
Professional Services
The Role
The Account Director will lead Octagon’s client business for a financial services client, overseeing day-to-day management, collaboration with internal teams and external agencies, project coordination, and development of strategic programs. The role requires effective communication and project management skills to ensure successful execution of client campaigns.
Summary Generated by Built In

THE JOB / Account Director, Client Services (Financial Services Client)

CLIENT SERVICES / Responsible for leading Octagon’s client business and day-to-day management of client programs.

 ***Our headquarters are in Stamford, CT, but the location of this position can be flexible with a priority given to candidates open to hybrid work (3 days week in office) in one of our office locations - - Stamford, CT, New York, NY, Charlotte, NC, Los Angeles, CA or Atlanta, GA.”

Are you looking for that next challenge as you build your career in client services? Do you want to build strategic programs around sports and CSR campaigns? Then this may be the right opportunity for you!

In this role, the Account Director will spearhead collaboration on a collection of programs and experiences that embody our client’s brand while harnessing the uniqueness and spirit of each campaign. Reporting to the Group Account Director you will support our team in collaborating closely with clients, internal groups (Strategy, Creative, Experiences), and external agencies agency partners to develop programs across various campaigns ranging from MLB to NFL and Motorsports. In this role, the AD will be a leader who recognizes that success is a team sport. The ideal candidate thrives in a collaborative environment, strives to be better, and knows there is always more they can do. You are a playmaker, sports-mad, culture-obsessed with your fingers firmly on the pulse. You bring your own abilities to the game, have a passion for learning, creating unique experiences, and the ability to work at a dynamic pace.

THE WORK YOU’LL DO

  • Lead and support day-to-day team functions to help the team succeed
  • Collaborate closely with financial service clients, internal groups at Octagon and agency partners
  • Prepare vital documents supporting strategic planning and ideation, competitive reviews, POVs, recommendations, etc.
  • Coordinate projects with agency partners and internal Octagon resources
  • On select campaigns, serve as project lead and integrator overseeing cross-functional teams
  • Lead internal, external, and client meetings, including managing and distributing meeting agenda and notes
  • Create timelines, budgets, program plans, and recaps
  • Develop a working knowledge and understanding of financial service client’s business initiatives and marketing trends, serving as a subject matter expert as you build your knowledge base
  • Additional projects as assigned

THE BIGGER TEAM YOU’LL JOIN

Recognized as one of the “Best Places to Work in Sports”, Octagon is the global sports, entertainment, and experiential marketing arm of the Interpublic Group.

We take pride in being Playmakers – finding insightful, bold ways to create play in our work, our lives, and in the world. We believe in the power of play to create big ideas and unlock potential for our clients and talent.

We can put ourselves in the shoes of fans because we ARE fans – of sports, entertainment, and culture at large. This expertise allows us to continually evolve the fan experience across sports and entertainment alongside some of the biggest brands and talent in the world.

The world needs play more than ever. Are you a Playmaker?

WHO WE’RE LOOKING FOR

  • 7+ years of work with an agency, brand, or property on the development of integrated brand campaigns
  • Passion and expertise in sports, cause, entertainment and are eager to stay up to date with developments in each industry
  • Prioritize multiple programs simultaneously with strong attention to detail
  • Ability to forecast and mitigate issues/challenges effectively
  • Team builder and collaborator
  • History of building positive relationships, both internally and externally – finding opportunities to make valuable contributions with every interaction
  • Ability to lead client meetings and partner conversations, keeping all parties on task, on time and on budget
  • Strong leadership presence, with the ability to communicate concisely, persuasively, and effectively through both written and verbal mediums
  • Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Publisher)
  • Flexibility and willingness to travel domestically and work weekends or holidays as needed. Anticipated travel level: Moderate (20-45%)

The base range for this position is $70,000 – 90,000. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee’s/applicant’s background, pertinent experience, and qualifications

Octagon’s comprehensive benefit package includes:

  • Unlimited PTO policy – we understand you need time for play!
  • Competitive medical/dental/vision insurance plans with FSA/HSA and Dependent Care FSA options. Pet Insurance for those who need it too!
  • Generous Family and Parental Leave Policy (12 weeks) with eligibility extended to all parents regardless of gender or primary/secondary caregiver status 
  • Access to our parent company (IPG) Savings plan (401K program) with company match as well as an Employee Stock Purchase Plan (ESPP)
  • Pretax Transportation/Commuter Benefits and Parent Travel Program
  • Dedicated Mental Health resources including Headspace membership, Employee Assistance Program (CCA) and more
  • Discount portal for everyday goods and services
  • Employee Resource Groups and inclusive diversity programming and initiatives
  • Personal Development programs 


Octagon is proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability, protected veteran status, or any other basis prohibited by law.




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The Company
New York, NY
205 Employees
On-site Workplace
Year Founded: 2006

What We Do

IPG DXTRA companies bring together unique combinations of in-demand skills and expertise for clients, including experiential, public relations, sponsorships, innovation, brand, influencer, digital, social and analytics in categories as diverse as sports, healthcare, entertainment, CPG, luxury, tech and financial services. brand collective for organizations looking for different ways to succeed in complex environments where growth depends on uniquely configured solutions inspired by truly diverse teams.

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