What are the responsibilities and job description for the Senior Account Executive position at FMS?
Company Overview
FMS is a niche branding firm specializing in work for companies in banking and financial services. Based in Franklin, Tennessee, we’re a firm that provides branding, strategic marketing, media and consulting services. Visit us at theFMSagency.com to see our work, get to know our close-knit team, and gather additional insights into our purpose, beliefs and culture.
Position Overview
The Senior Account Executive is the day‑to‑day lead for a portfolio of bank and financial‑services clients. You’ll be accountable for the health of the client relationship, project delivery, and growth—translating business goals into smart strategies, creative briefs, scopes, timelines, and measurable outcomes. In collaboration with Creative, Media, and Operations, you’ll orchestrate multi‑channel programs that drive results and strengthen our long‑term partnerships. This role carries high visibility, autonomy, and the expectation to raise the bar for how we serve clients.
Key Responsibilities
Client Leadership & Growth
• Serve as primary point of contact and trusted advisor for clients; own agendas, action items, and accountability.
• Develop annual or quarterly strategic marketing plans that effectively deliver on client business objectives.
• Proactively identify opportunities to expand engagements (campaigns, services, and channels); prepare strategies, budgets, and SOWs.
• Lead regular reviews that provide valuable insights, connect goals to results, and end with clear next steps.
Strategy & Results
• Guide discovery meetings, interview key stakeholders, and conduct competitive reviews to surface valuable insights and next steps.
• Partner with Media to define KPIs and measurement plans; translate performance into actionable recommendations.
• Ensure brand and campaign work ties back to business outcomes for clients.
Delivery & Operations
• Translate strategy into briefs, scopes, timelines, budgets, and resourcing plans.
• Manage the logistics of all campaign work from kickoff through delivery.
• Work closely with the Creative team to develop creative that is distinctive and solves for business goals.
• Drive collaboration with Creative, Media, and Production teams; resolve issues and maintain quality standards.
• Monitor scope, margin, and pacing; ensure on‑time, on‑budget delivery.
• Champion process improvements, templates, and playbooks that create consistency and efficiency.
Communication & Relationship Management
• Develop close relationships with clients. Become a resource they can lean on. Strive to make their work more enjoyable.
• Be responsive, respectful, friendly, and honest.
• Facilitate purposeful meetings; develop clear recaps and action lists.
• Present strategy, creative, and results with confidence and clarity; manage feedback to resolution.
• Identify potential issues early, reduce the impact with a clear plan, and document agreed actions.
Team Leadership
• Set clear expectations, provide quality feedback, and build up those around you.
• Approach your work with eagerness, humility, an attitude of learning, and a spirit of collaboration.
• Model FMS values— Get Better, Respect Each Other, Open Your Mind, Work Hard, Tell The Truth
Skills & Competencies
• Agency‑side account leadership for brand, campaign, and content programs across multiple channels.
• Exceptional client communication and presentation skills; ability to simplify complexity and drive decisions.
• Strong project management fundamentals: scoping, scheduling, resourcing, and budget control.
• Develop estimates, monitor profitability, and produce clear scope-change documentation as needed.
• Strategic thinking with working knowledge of research, positioning, journey mapping, and measurement.
• Collaborative leadership style; able to rally teams toward shared outcomes.
• Excellent writing skills for briefs, decks, recaps, and business reviews.
Experience
• 7 years as an Account Executive or Senior Account Executive within a branding/creative/marketing agency or financial institution.
• Banking/financial services experience is a plus but not required.
• Demonstrated success leading complex, multi‑stakeholder engagements from strategy through execution and measurement.
• Experience managing annual account revenue and portfolios of work is a plus.
Working Hours
• This is a full‑time position. While the role gravitates toward an in‑office presence to facilitate collaboration, FMS embraces flexibility. Both scheduled and unscheduled remote stints are welcomed.
• Travel: approximately 6–8 trips per year for client discovery, workshops, production, and key presentations.
What We Offer
- Competitive salary
- An amazing group of fun, talented people
- Health, life, dental and vision insurance
- Paid time off
- Paid Maternity and Paternity Leave
- Company-provided equipment (laptop, monitor, software, etc)
- 401K benefits after 30 days of employment
How We’ll Measure Success (first 6–12 months)
• Portfolio Management: Successfully manage ~8 active client relationships.
• Relationship Health: Satisfied clients who renew and grow with us.
• Delivery Excellence: High quality work delivered on time and on budget to the satisfaction of clients and team.
• Growth: Expansion of services/channels and contribution to revenue targets.
• Team: Clear briefs, smooth handoffs, fewer escalations, and positive feedback from peers.
We believe that in order to do great work and serve our clients, we must have a diversity of backgrounds, identities, and perspectives. We are an equal opportunity employer that is firmly committed to building a more diverse and inclusive workplace. FMS does not discriminate on the basis of race, color, religion, gender, orientation, nationality, age, disability, status, or other non-merit factor.