Responsibilities

• Serve as the senior day-to-day business partner and trusted advisor to clients' CMOs and marketing leaders across its 10 lines of business; understand their individual mandates, commercial priorities, and measures of success while connecting opportunities across the enterprise.
• Build durable relationships with senior stakeholders, bring an informed point of view to consequential decisions, anticipate challenges, and offer candid, constructive counsel grounded in clients’ business and the financial services environment.
• Set a clear client strategy and annual priorities for the partnership, balancing enterprise consistency with the needs of individual businesses; translate those priorities into integrated plans, accountable owners, and measurable outcomes.
• Lead strategy across brand, performance, customer acquisition, engagement, and retention, bringing together media, creative, data, analytics, commerce, and technology capabilities where they add value.
• Advance transformation by helping stakeholders align around new capabilities, better use of data and technology, more effective ways of working, and a practical roadmap for adoption and measurable impact.
• Transform the agency operating model to meet clients' evolving needs: clarify decision rights and roles, reduce duplication, improve workflow and governance, strengthen talent deployment, and raise the standard of execution across all 10 lines of business.
• Lead through servant leadership: set high standards, remove obstacles, coach and develop talent, share credit, address issues directly, and create an inclusive environment in which teams can do their best work.
• Unite the Integrated Agency Team across OMD, other Omnicom agencies, and non-Omnicom partners. Build mutual trust, shared planning rhythms, and clear escalation paths while putting the clients' outcomes ahead of agency boundaries.
• Ensure media investment, measurement, and optimization decisions reflect the demands of a highly regulated sector, including appropriate attention to privacy, data use, brand safety, approvals, and applicable client and legal requirements.
• Own the commercial health of the relationship, including scope, staffing, financial performance, resource planning and organic growth; address delivery risks early and invest in capabilities that improve client results.

Requirements

• Significant senior leadership experience in an agency, media or marketing services business, ideally including complex, multibusiness financial services clients; approximately 15 or more years of relevant experience is preferred.
• Demonstrated success advising senior marketing executives, including CMOs with different business priorities, and leading strategic client relationships through change.
• Strong grasp of financial services marketing, customer journeys and the practical implications of privacy, compliance, reputation and regulatory review for marketing delivery.
• Proven ability to lead integrated teams and influence peers and partners across separate agencies, disciplines and reporting lines.
• Experience redesigning operating models and leading adoption of data, technology, measurement and AI-enabled capabilities with demonstrable improvements in effectiveness or efficiency.
• Strong commercial judgment, including scope, P&L, resourcing, negotiation and the ability to identify and deliver organic growth opportunities.
• Clear communication, sound judgment under pressure, and a track record of developing inclusive, accountable, high-performing teams.