Account Supervisor, Financial Services

Responsibilities

• Client strategy and media relations
• Handle all aspects of proactive and reactive media relations for a portfolio of financial services clients, including asset managers, wealth managers and private markets firms.
• Serve as a highly responsive day-to-day client contact; facilitate client calls and meetings.
• Articulate, implement and manage day-to-day execution of account strategy.
• Develop clear, thoughtful and strategic communications, including strategy plans, media plans, client emails and briefing documents, with minimal input from the account lead.
• Build and maintain relationships with financial, business and trade journalists, editors, producers and podcast hosts.
• Secure coverage in top-tier outlets such as The Wall Street Journal, Bloomberg, CNBC, Reuters, Barron’s and the Financial Times, as well as leading industry publications.
• Monitor markets, economic data, regulatory developments and industry news to identify timely opportunities for client commentary, and move quickly to secure placements.
• Demonstrate a proficient understanding of each client’s business and competitive landscape; bring strategic recommendations and creative ideas, and proactively identify and address client needs.
• Thought leadership and executive visibility

Requirements

• You have a bachelor’s degree or equivalent work experience.
• You have a minimum of five years’ PR and communications experience. Experience with financial services clients, whether asset management, wealth management, private markets or related sectors, is required; previous agency experience is highly preferred.
• You have established relationships with financial and business journalists, editors and producers, and a proven track record of securing coverage in top-tier business and financial media.
• You have a working knowledge of financial markets, investment products and industry dynamics, and can translate complex investment topics into clear, compelling narratives.
• You are familiar with compliance review processes and the regulatory considerations that shape financial services communications.
• You have demonstrated the ability to manage a team and lead multiple projects simultaneously, making sound judgments on a daily basis and knowing when to seek senior counsel.
• You are highly curious, creative and results-driven, with superior critical thinking, communication (verbal and written) and interpersonal skills.
• You have demonstrated strength as a writer; knowledge of AP style and the ability to proof, edit and coach others’ writing abilities.
• You are proficient with media databases, monitoring and measurement platforms, and the AI tools used in current PR workflows.

Benefits

• The opportunity to work with some of the industry’s premier asset and wealth management firms.
• A collaborative, entrepreneurial culture with significant opportunities for growth.
• Friendly and highly collaborative working environment where your voice will be heard and your ideas will count.
• A focus on growth and professional development: twice annual professional planning sessions, regular access to leadership and mentorship opportunities.
• Hybrid work schedule; two days in the office with three optional work-from-home days per week.
• Competitive compensation, bonus opportunities, and new business incentives.
• Comprehensive medical, dental, and vision benefits.
• 401(k) with employer contribution.
• Ample time off: 15 vacation days, 10 annual company holidays, nine days paid sick leave, one personal day and an “on call” period between Christmas and New Year’s.
• Thorough onboarding and training process that extends throughout your tenure with the company.