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Senior Strategist, Financial Services

The Financial Services Practice Area Lead (PAL) is a subject matter expert in Financial Services. The role requires senior strategy thought leadership across various areas of Financial Services from insurance companies, banks, investment firms, etc.


New Business. As one of the primary drivers of new business within the Financial Services Practice at Primacy, the Financial Services PAL will:

  • Support achievement of Primacy’s new business revenue goals
  • Identify proactive opportunities to pitch Primacy’s capabilities to targeted prospects while replying to RFPs and other requests for Primacy’s services
  • Work closely with the New Business Team and other Primacy team members to identify opportunities, develop proposals and lead pitch presentations with the goal of securing new work for the company

Client Strategy. As a key part of the client team, the Financial Services PAL will:

  • Identify challenges and develop solutions for clients that support achievement of their brand and business objectives while supporting client revenue goals
  • Maintain a roster of 2-3 existing clients whose businesses you are deeply familiar with and for whom you provide ongoing consultative support
  • Partner with the Client Services Lead to support long-term client relationships and account growth, including annual strategic planning sessions
  • Become an indispensable advisor to our Financial Services clients, building C-Level relationships, and providing ideas and insights, a point of view on trends, etc.


Practice Area Growth. As someone deeply familiar with the trends, opportunities and challenges of the Financial Services industry, the Financial Services PAL will:

  • Develop and implement an annual plan to grow the Financial Services Practice Area
  • Actively lead, drive and close new business opportunities in partnership with the business development team
  • Increase reputation and visibility of the Financial Services Practice
  • Lead development of thought leadership and marketing materials that convey Primacy’s expertise and attract new clients
  • Increase industry awareness of Primacy and its strategic capabilities and services
  • Seek opportunities to share strategic thinking with the wider Financial Services industry through involvement in relevant industry organizations, speaking engagements, published articles, client roundtables, etc.


Resources this role is responsible for:

  • Decision leader on new business opportunities we pursue in Financial Services and the strategic approach we take in new business pitches; initial client strategy; adjacent markets we consider; thought leadership opportunities; services Primacy offers
  • Influences decisions on the agency’s strategic offerings, products and partnerships; existing client planning and account growth opportunities
  • Works closely with internal account, experience, creative, technical, marketing and other team members to meet client needs
  • Proven ability to build productive relationships with VP, SVP and C-level leaders
  • Deep subject matter expertise
  • Strong understanding of the trends, opportunities, and challenges in Financial Services, including the role of critical technologies across the digital ecosystem
  • The ability to drive a strategic and successful approach to new business opportunities
  • A strategic and collaborative approach to short- and long-term client success and account growth
  • An entrepreneurial mindset and the ability to act both independently and as an essential, sought after, collaborative member of the internal team
  • Increase awareness of Primacy and its work in Financial Services through successful client work and thought leadership efforts
  • Educate internal staff on the needs and trends in Financial Services