Description

Marketing Agency Account Director – Financial Services (Banking Focus)

Location: Flexible / Remote
Company: Whale 

This is a business leadership role.

We’re looking for someone who doesn’t just manage client relationships—
but owns outcomes, drives growth, and thinks like a partner to the business.

If you understand how financial institutions actually grow—and can translate that into marketing that performs—you’ll thrive here.

What You’ll Own

• Lead and grow relationships with banks and credit unions
• Translate business goals into clear, executable marketing strategy
• Drive integrated campaigns across digital, direct mail, and data-driven channels
• Ensure every initiative ties back to measurable growth (accounts, deposits, loans)
• Identify opportunities before the client does—and act on them
• Elevate creative, strategy, and analytics into one cohesive story

What You Bring

• 5-7+ years in marketing, with direct financial services experience (banking or credit union)
• Deep understanding of:
  • Deposit growth strategies
  • Loan acquisition
  • Customer segmentation and targeting
  • Ability to connect strategy → execution → results
  • Confidence to lead conversations with senior client stakeholders
  • A bias toward action

Why Whale

We’re built differently. We don’t separate strategy, data, and creative into silos. We integrate them—and expect our leaders to do the same.

Work directly with leadership on high-impact accounts 
Be part of a team that prioritizes thinking over task-taking 
Influence real growth for financial institutions—not vanity metrics 
Collaborate with strategists, analysts, and creatives who push each other 
Compensation & Benefits

Competitive base salary + performance-based bonuses 
Profit sharing program tied to company performance 
Full benefits package (medical, dental, vision) 
401(k) with company match 

Who This Is For

Frustrated being stuck in “order-taker” agency roles 
Ready to step into true ownership and strategic leadership 
Energized by solving real business problems—not just launching campaigns 

If you’re ready to lead—not manage—we’d like to talk.

Requirements

• 7–10+ years of marketing experience with direct banking or credit union exposure
• Proven track record of driving deposit and/or loan growth (not just campaigns)
• Strong command of customer segmentation, targeting, and data-driven strategy
• Experience leading multi-channel campaigns (digital + direct mail required)
• Ability to connect strategy → execution → measurable results
• Comfortable owning and presenting to senior client stakeholders
• Deep understanding of performance metrics (ROI, CPL, conversion, attribution)
• Demonstrated ability to proactively identify problems and solve them without direction
• Experience managing multiple accounts while maintaining strategic clarity and quality
• Clear, confident communicator who can simplify complex ideas into actionable plans