To be considered for this position, you must have:
- Managed and maintained an annual client portfolio threshold of at least $1M in fees
- A deep understanding of the overall financial services industry, with knowledge across buy- and sell-side, banking, capital markets and more, from front- to back-office as well as associated areas such as fintech
- Expert knowledge in multiple areas of financial services with the ability to proactively consult clients on marketing/comms strategies based on that knowledge
- Successfully managed Agency teams of various sizes and skillsets up to 10 direct reports with a focus on how team members can be motivated at all times to achieve stellar results
- Ability to provide strategic client counsel to ensure goals are met - across brand visibility, reputation management, crisis comms, employee engagement and more
Responsibilities of this position will include:
- Actively works to improve Group Vested as a global business - top-line revenue, profitability, client portfolio, staffing, cultural, programs and services and more
- Proactively consults clients on integrated marketing and communications strategies
- Demonstrates firm knowledge of multi-channel programs and can lead a team of experts to execute on these program ideas and confidently articulate the benefits of paid, owned, earned and shared media and how to potentially leverage these channels to deliver better client programs
- Converses with client regularly and understands client sentiment/mindset at all times
- Is able to hold honest, “tough” conversations with client contacts to ensure the client is happy and the account is retained or growing
- Works with the team to map out client relationships - who owns what relationships and ensures that the client relationship is owned at all levels
- Leads planning and strategy workshops with clients to map business/comms goals and can build effective marketing and communications strategies that achieve those goals
- Leads large-scale public relations and integrated programs for clients and sources new, qualified prospects
- Leads and wins new business pitches - actively participating in first, second and final meetings as well as developing and finalizing proposals and programs independently
- Identifies how to improve aspects of Vested’s new business and pitch process, grows a strong network with potential prospective clients and upsells additional programs and services to clients through consultation or creative ideas
What We Do
Vested is a world-leading integrated marketing and communications consultancy focused exclusively on the financial services industry. We were founded in 2015 with a mission to help shape a better financial services system that is more accessible, transparent, and sustainable. Today, Vested is the world's fourth-largest financial services agency, comprising over 100 employees widely recognized for their industry expertise, creativity, and passion for financial services. Our team is proud to do work that drives our mission forward - from uncomplicating finance through creative advertising campaigns to raising awareness of fintech disrupters working to make finance more accessible. From branding to social to creative to PR and more, we’re in the business of solving problems for the world’s most important financial brands.
Group Vested encompasses a prestigious portfolio of companies, including the cutting-edge tech platform Qwoted, the global network of 1,000+ senior financial marcomms leaders Financial Narrative, investment fund Vested Ventures, and our content and design hub, Finance Studio. Recognized as one of the industry's Best Places to Work, our unwavering goal is to become the most valued and sought-after brand in financial marketing and communications. With our own in-house Chief Economist and proprietary educational program, VestED, every team member, at any level, has continuous learning and up-skilling opportunities. As a “Vestie”, you become an owner, an entrepreneur, a builder, and a value creator.
At Vested, we are proud to do the right thing, even when it's hard. We are relentlessly curious and consistently challenge the status quo. Join us as we lead the way in transforming the industry and delivering exceptional results for our clients.
