Director & Associate Client Executive, Financial Services Strategic Partnerships

Boston

Tuesday, 21 April 2026

Own the sub-vertical growth strategy and operating model for a growing portfolio of Financial Services partners. Translate partner objectives into multi-quarter roadmaps and governance (QB - Rs, steering committees, decision forums) that drive decisions and accountability. Lead and coach relationship managers in a matrixed environment, ensuring consistent account planning, executive communications, and delivery against partner commitments. Drive performance through analytical, data-backed leadership: assess penetration, conversion, retention, channel mix, and ROI/unit economics; identify root causes and prioritize actions. Orchestrate cross-functional delivery of initiatives spanning digital marketing, lifecycle/journey improvements, martech and measurement, and digital integrations - managing scope, timelines, dependencies, and stakeholder alignment. Serve as executive sponsor and trusted advisor to partners; build C-level relationships and lead executive-level reviews with executive-ready narratives/decks that clearly outline strategy, performance, risks, required decisions, and recommendations. Establish scalable best practices across the portfolio (testing/measurement standards, playbooks, partner communications, escalation paths) to improve speed-to-market and consistency. Manage escalations and partner health (integration issues, compensation changes, service gaps, performance shortfalls) with rapid resolution and retention focus. Lead new partner contracting and renewals through close collaboration with Legal/ Compliance and Finance on deal terms and risk. What You Bring You have led in a client-facing, partner-driven environment, building trusted executive relationships and influencing outcomes in a matrixed organization. You combine strategic thinking with strong operational follow-through, translating partner and market insights into clear plans, governance, and measurable results. You're highly analytical and metrics-driven, using data to diagnose performance, uncover opportunities, and communicate concise, executive-ready recommendations. You collaborate effectively across teams to deliver initiatives spanning digital marketing, measurement/attribution, journey optimization, and digital integrations. Experience in financial services (banks/fintech/credit), consulting, strategic partnerships, or performance marketing/digital growth is preferred. Qualifications Bachelor`s degree or equivalent experience required. Advanced degree such as MBA and/or CPCU certification preferred. In-depth knowledge of insurance operations including underwriting, sales, and loss prevention operations, as well as marketing, underwriting and financial analysis. In-depth knowledge of the Company`s services, products, and marketing techniques; insurance contracts, funding, and rating; and management. Highly effective oral and written communication skills, including, interviewing, training, presentation, persuasion, and negotiations. Demonstrated ability to organize, lead and get work done through others

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