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Account Executive/Account Manager, Direct Response

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Job Description

Agency Account Executive/Account Manager

The Account Executive will work on the direct mail execution team supporting global financial firm's mailings to both new-to-firm as well as advisory migrated clients.

Primary Responsibilities Include:
• Drive all aspects in executing the financial firms new client on-boarding and engagement direct mail efforts, including
• Manage current collateral/OE/letterhead inventories and re-orders
• Execute activation briefs by managing creative development of new pieces, including presentation of creative concepts and sell direction to senior management
• Coordinate campaign execution between agency, LOB, data, Segment Marketing partner
• Garner governance/MRC Approvals
• Recommend approaches to versioning reductions, production efficiencies, etc.
• Manage agency and vendor relationships
• Process, track invoices and expenses to budget/forecast
• Update various project status reports; participate in review of jobs at all stages


Required:
• Bachelors Degree
• 7-10 years project/program management experience, 3+ years within financial services
• Extensive direct mail production skill set including program strategy, targeting/list development, creative development, reporting/analytics, and working with outside agencies/production houses
• Demonstrated ability to accurately estimate costs and develop and implement project plans within budgetary guidelines
• Proficient in Word, Excel, PowerPoint, Adobe
• Experience fostering internal client relationships
• Experience managing overarching strategies and ability to think strategically about how specific pieces impact the overall strategy
• Strong communication skills
• Strong analytical, problem solving, quality management, and organizational skills
• Proven ability to effectively collaborate with others, initiate action and adapt to change

Desired:
• Strong preference for the above required 3+ years of financial services experience to be within Investments

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