Client
• Acts as a client advisor for strategic marketing issues; partners with client to develop marketing strategies that inform creative briefs
• Communicates with client regularly to obtain updates on the client’s business
• Contributes ideas for innovative, comprehensive marketing solutions that build the client’s brand with local financial advisors
• Draws on knowledge of the integrated communications industry and theory to create innovative, comprehensive marketing solutions that build the client’s brand with local financial advisors
• Anticipates potential changes and obstacles with the client’s business and/or our relationship and involves the appropriate resources to bring resolution requirements
• Projects optimism and calm in the face of challenges
• Has global knowledge of client and brand initiatives, also has a grasp on client competitors
• Analyzes and communicates in market results and monitors brand threats and opportunities
• Possesses a thorough understanding of the client’s business, brands and industry, including the client’s cost and time parameters
• Leverages business knowledge and knowledge of client’s business objectives to meet or exceed client delivery
• Builds strong, trusting client relationships to build hunger for bold, untested ideas
• Understands client’s communications measurement tools well enough to influence decisions related to results
• Conducts all client meetings
• Facilitates development and delivery of all value-added requests
• Presents new ideas and innovative approaches to solving client business issues
• Identifies opportunities and makes suggestions for action
• Responsible for obtaining client’s approval on production cost estimates
• Obtains final client approvals
• Works with client to identify opportunities for future improvements
• Oversees the fulfillment of competitive requests
• Presents ideas with clarity and persuasive impact

Creative

• Provides business information to and develops creative briefs with Planning
• Oversees execution from initial concept through final measurement
• Ensures creative product is developed according to deliverables
• Anticipates issues in the creative and production processes and works to avoid them
• Addresses client/internal questions related to the briefs throughout the creative process
• Provides guidance and oversees timing, budget and legal for creative briefing
• Provides meaningful feedback on the creative brief, possesses proven creative influence
• Conducts testing meetings; identifies key learnings and creative implications
• Ensures the archiving of creative work and strategic documents

Project Management

• Collaborates with strategy, media and creative teams in the development of the agency’s recommendation for advertising mix
• Collaborates with VP, Director to develop yearly deliverables plan and production budget
• Monitors project scope and helps define project resource requirements
• Optimizes use of team’s time and resources on each project
• Helps others execute complex ideas
• Manages ways to bring ideas to life across departments and within budget and timing parameters
• Gains support and ownership of all key stakeholders to execute project plans on time and budget
• Conducts production meeting and internal and external reviews of work
• Approves individual project plans and timelines
• Reviews production cost estimates and confirms client approval
• Troubleshoots issues with cross-functional Account team daily
• Maintains quality assurance and continually improves work processes driving toward flawless execution that exceed client expectations
• Supervises the writing of weekly status report and attends internal and external status meetings
• Determines alternate methods of meeting project deadlines/goals
• Understands P&L issues and identifies opportunities to reduce costs
• Understands the meaning and impact of key financial measures and how to use financial analysis to create project cost and budgeting

Leadership

• Creates a positive agency/team culture
• Reinforces roles and accountabilities internally and with the client
• Identifies opportunities to incorporate sister agencies and ensures strategic alignment
• Encourages the team to contribute new, innovative ideas for improving the agency’s strategic, competitive advantage
• Helps people see how they fit into the account’s and agency’s vision
• Confronts others constructively on important issues and problems
• Deals well with conflict and overcomes objections
• Identifies opportunities to utilize the entire agency and sister companies to get the best ideas to market
• Guides, advises, assistants and stimulates all team members with the explicit goal of developing the agency’s account management talent
• Is concerned with agency’s profitability, and is alert to opportunities to build additional business from clients
• Demonstrates a commitment to the agency “team” as part of a positive mindset about the work, the client, and agency staff that in involved
• Demonstrate unity behind team and agency decision-making

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