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About the Role
Lead integrated media strategy and planning for B2B and consumer clients, focusing on financial services. This player-coach role involves setting strategic direction, leading a team, and hands-on execution of media plans, analysis, and presentations. The ideal candidate acts as a business advisor, demonstrating how media drives key business metrics and leveraging AI tools for efficiency.
Responsibilities
- Serve as the senior media voice on accounts, leading meetings and presenting plans and results as clear business stories to senior stakeholders.
- Build long-term client relationships as a trusted advisor on media's impact on their business.
- Understand client business models, distribution strategies, competitive landscapes, and go-to-market priorities, including regulatory and compliance considerations.
- Translate client business objectives into media strategies, investment frameworks, and budget allocations.
- Develop integrated, full-funnel media plans across paid, owned, and earned channels.
- Lead audience strategy, segmentation, and journey development.
- Build scenario plans and forecasts to demonstrate expected business impact.
- Utilize AI-powered tools across the planning workflow to enhance efficiency and strategic thinking.
- Define success metrics upfront and build measurement frameworks connecting media investment to business outcomes.
- Apply a test-and-learn mindset using incrementality testing, lift studies, media mix modeling, and attribution.
- Translate performance data into investment recommendations and explain decision tradeoffs.
- Supervise, mentor, and develop media team members, coaching them on strategic thinking and AI tool utilization.
- Collaborate with the team on daily deliverables, modeling expected quality and rigor.
- Establish best practices and repeatable, AI-enabled processes for planning, measurement, and reporting.
- Identify opportunities for work expansion with existing clients and support new business pitches.
- Lead proposal and scope of work development, contributing strategic thinking to new business pitches.
- Manage media budgets, billing forecasts, vendor relationships, and profitability of media work.
Requirements
- 10+ years of media strategy and planning experience, primarily in an agency environment.
- Track record of integrated plans that delivered measurable business results.
- Financial services experience is required; asset or wealth management experience is strongly preferred.
- Understanding of how firms market to financial advisors, intermediaries, institutional investors, and individual investors.
- Strong commercial acumen to connect marketing investment to revenue and growth targets.
- Player-coach mindset: comfortable building plans and leading a team.
- Working knowledge of modern measurement approaches (incrementality testing, media mix modeling, multi-touch attribution).
- Cross-channel fluency across paid social, search, programmatic, CTV, online video, audio, and content partnerships.
- Experience managing multi-million-dollar media budgets.
- Experience leading and developing teams.
- Comfort with AI-powered workflows and curiosity about future AI developments.
- Excellent presentation and storytelling skills for senior client stakeholders.
- Bachelor's degree in advertising, marketing, business, or a related field, or equivalent experience.
- Experience reaching financial advisors and institutional audiences (nice to have).
- Experience growing client relationships or supporting new business (nice to have).
- Familiarity with ABM, intent data (e.g., 6sense, Bombora), and CRM platforms (e.g., Salesforce, Marketo) (nice to have).
Skills
- Media Strategy
- Media Planning
- Financial Services Marketing
- Asset Management Marketing
- Wealth Management Marketing
- Commercial Acumen
- ROI Analysis
- Team Leadership
- AI Tools
- Measurement Frameworks
- Incrementality Testing
- Media Mix Modeling
- Multi-Touch Attribution
- Paid Social
- Search Engine Marketing (SEM)
- Programmatic Advertising
- Connected TV (CTV)
- Online Video Advertising
- Audio Advertising
- Content Partnerships
- Budget Management
- Presentation Skills
- Storytelling
- ABM
- Intent Data
- CRM Platforms
Location
- San Francisco
- New York
- Atlanta
- Chicago
- Austin
Work Type
- Hybrid
Experience Level
- Senior
- 10+ years
Education Level
- Bachelor's degree in advertising, marketing, business, or a related field, or equivalent experience
Salary/Compensations
- $160,000 - $190,000
About the Company
- Prophet is an equal opportunity employer.
Equal Opportunity
- We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
- All employment, promotion, and evaluation decisions are based on qualifications, merit and business need.