Vice President, Client Service (Financial Services)

United States /
Client – Client Service /
Full Time
The act of hiring is not simply to up the headcount or to fill a seat quickly. When we hire at Bounteous, it’s to add to our interpersonal dynamics and choose the right person to impact, collaborate, commit, inspire, and grow alongside our tenured teams. Bounteous boasts a long-standing track record of ideating, innovating, and implementing award-winning solutions and driving best-in-class results. Our success starts with hiring the right people, in the right roles, at the right time to strategize, analyze, design, engineer, and market for some of the world’s biggest brands.
 
We are seeking a Vice President of Client Service with a deep background in the Financial Services sector to join our growing team. This role will be focused on building teams and business growth within the Financial Services Business Unit. The ideal candidate is a strong strategic thinker, with experience operating both as a leader of client relationships and of pitches. The Vice President, Client Service should have deep experience in the Financial Services sector (Retail, Small, Fintech, Insurance, and/or Wealth). This high-visibility role reports to the Managing Director of our Financial Services BU.

Role and Responsibilities

    • Promote strong partnerships between Bounteous and our clients; establish trusted relationships with key decision-makers in client organizations, including C-suite
    • Drive Bounteous’ relationships with strategic accounts in the Financial Services BU; effectively manage multiple clients and large-scale programs while keeping individual client relationships the top priority 
    • Deliver client-focused solutions based off their goals; support the growth of clients’ business through new ideas, utilizing agency and network resources
    • Provide independent thinking to clients and internal teams to suggest new, unexplored solutions to client challenges; identify new opportunities and strategies to explore
    • Partner with other disciplines to hone agency workflow as necessary to meet challenges unique to the business
    • Actively solicit feedback from clients, strategic partners, and leaders across the team
    • Protect and grow agency revenue stream by demonstrating agency value consistently and proactively with client
    • Resolve client revenue changes or any client relationship disparities toward a financially positive and client-building solution
    • Independently assess team make-up; identify gaps and optimizations necessary to deliver an optimal client experience 
    • Mediate internal and client issues as necessary 
    • Coach, mentor, and grow the next level of leaders
    • Serve as an internal and external spokesperson for the Financial Services BU and Bounteous
    • Take a proactive approach to self-development; identify opportunities for growth, improvement, and enhancement

Preferred Qualifications

    • 14+ years of client service, digital sales, or account management experience
    • 7+ years of relevant experience in the United States Financial Services sector (Retail, Small, Fintech, Insurance, and/or Wealth), either client-side or as a trusted advisor 
    • Excellent business acumen; proven ability to think strategically about business, customer experience, and technical challenges; an entrepreneurial approach to finding new growth levers for the business
    • Strong communicator with all levels of leadership, management, and staff to achieve desired outcomes and build strong alliances and relationships 
    • Outstanding executive presence, presentation, and negotiation skills; the ability to inspire, engage, partner with, and influence senior leadership
    • Experience managing relationships in leveraging a global delivery team
    • Excellent verbal and written communication skills
    • BA/BS degree or equivalent consulting agency experience preferred
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