Account Director – Asset Management & Private Equity at Oliver

London, United Kingdom Full-timeClient Services/Account Management Posted about 1 month ago

About the Role

<div class="content-intro">Established in 2004, OLIVER is the world’s first and only specialist in designing, building, and running bespoke in-house agencies and marketing ecosystems for brands. We partner with over 300 clients in 40+ countries and counting. Our unique model drives creativity and efficiency, allowing us to deliver tailored solutions that resonate deeply with audiences.  As a part of The Brandtech Group, we're at the forefront of leveraging cutting-edge AI technology to revolutionise how we create and deliver work. Our AI solutions enhance efficiency, spark creativity, and drive insightful decision-making, empowering our teams to produce innovative and impactful results. </div>Role: Account Director – Asset Management & Private Equity Location: London <hr class="border-border-200 border-t-0.5 my-3 mx-1.5"> About the role: Our team integrates closely with our clients' businesses, ensuring seamless collaboration and alignment with strategic priorities across asset management, private equity, and wealth management sectors. We champion delivering hard-working, on-brand creative and content at pace, leverage automation and AI tools, and are committed to continuous improvement in both process and creative output. With a blend of UK-based and offshore talent, we offer the flexibility, operational excellence, and innovation culture that sophisticated financial services clients demand — delivering work that is both effective and compliant. The culture is built on strong Nordic heritage combined with a global mindset. Our values drive everything we do: <ul class="[li_&]:mb-0 [li_&]:mt-1 [li_&]:gap-1 [&:not(:last-child)_ul]:pb-1 [&:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3"> <li class="whitespace-normal break-words pl-2">High-Performing: Maximising effort and results through collaboration, with urgency to take action and make an impact.</li> <li class="whitespace-normal break-words pl-2">Respectful: Acting with integrity and humility, showing regard for stakeholders and colleagues.</li> <li class="whitespace-normal break-words pl-2">Entrepreneurial: Being innovative and accountable, taking risks and learning from mistakes to succeed long-term.</li> <li class="whitespace-normal break-words pl-2">Informal: Being inclusive and non-hierarchical — everyone is encouraged to be themselves and speak their mind.</li> <li class="whitespace-normal break-words pl-2">Transparent: Being open and honest with each other and external stakeholders, raising issues when difficulties arise.</li> </ul> <hr class="border-border-200 border-t-0.5 my-3 mx-1.5"> What you will be doing: <ul class="[li_&]:mb-0 [li_&]:mt-1 [li_&]:gap-1 [&:not(:last-child)_ul]:pb-1 [&:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3"> <li class="whitespace-normal break-words pl-2">Serve as the senior relationship lead for asset management and private equity clients, acting as a trusted partner deeply embedded in their marketing and communications function.</li> <li class="whitespace-normal break-words pl-2">Lead brand guardianship across all client output — ensuring creative work reflects the sophistication, rigour, and regulatory requirements expected in financial services.</li> <li class="whitespace-normal break-words pl-2">Act as the single point of contact for clients, working independently while coordinating with regional marketing heads across the Americas and APAC — including alignment with investor relations, product, and compliance teams.</li> <li class="whitespace-normal break-words pl-2">Collaborate closely with internal stakeholders to define and execute integrated marketing strategy across fund marketing, thought leadership, LP communications, and digital channels.</li> <li class="whitespace-normal break-words pl-2">Champion creative excellence within the constraints of a regulated environment, balancing compelling storytelling with FCA, SEC, and MiFID II compliance considerations.</li> <li class="whitespace-normal break-words pl-2">Be present in the OLIVER office in Farringdon 3x per week to foster strong relationships across the team and ensure seamless communication.</li> <li class="whitespace-normal break-words pl-2">Take overall financial control of accounts, including profitability, forecasting accuracy, fee negotiation, and timely reporting to the Business Director.</li> <li class="whitespace-normal break-words pl-2">Own the execution of projects, run rates, and client satisfaction through regular job owner catchups and the weekly account/project management WIP.</li> <li class="whitespace-normal break-words pl-2">Drive and be accountable for growth targets across the account, identifying opportunities to expand scope across new funds, markets, or business lines.</li> <li class="whitespace-normal break-words pl-2">Serve as the escalation point when client or internal SLAs are not met, capturing process gaps and working with the BD, Head of Operations, or relevant department lead to resolve them.</li> <li class="whitespace-normal break-words pl-2">Negotiate win-win outcomes on behalf of your team, navigating the commercial and reputational sensitivities inherent in financial services relationships.</li> <li class="whitespace-normal break-words pl-2">Proactively identify new business opportunities within the broader asset management and private equity landscape, introducing Brandtech's capabilities where appropriate.</li> </ul> <hr class="border-border-200 border-t-0.5 my-3 mx-1.5"> What you need to be great in this role: <ul class="[li_&]:mb-0 [li_&]:mt-1 [li_&]:gap-1 [&:not(:last-child)_ul]:pb-1 [&:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3"> <li class="whitespace-normal break-words pl-2">Demonstrable experience working with asset management, private equity, wealth management, or broader financial services clients — with a strong understanding of fund marketing, LP/investor communications, and the regulated content landscape.</li> <li class="whitespace-normal break-words pl-2">Familiarity with the compliance and legal review processes common in financial services, and the ability to manage creative output within those frameworks efficiently.</li> <li class="whitespace-normal break-words pl-2">Excellent client engagement skills with the ability to proactively organise and influence senior stakeholders — including CMOs, heads of distribution, and investor relations leads.</li> <li class="whitespace-normal break-words pl-2">Proven commercial acumen with a track record of growing accounts and identifying upsell opportunities within complex, relationship-driven client environments.</li> <li class="whitespace-normal break-words pl-2">Strong understanding of the B2B buyer journey in financial services — including how HNW and institutional audiences consume content and make decisions.</li> <li class="whitespace-normal break-words pl-2">First-rate communication skills, with the ability to present confidently to C-suite and investment professionals, and articulate the value of creative work in commercial terms.</li> <li class="whitespace-normal break-words pl-2">Experience leading and developing junior team members within a fast-paced, client-embedded model.</li> <li class="whitespace-normal break-words pl-2">A working knowledge of Brandtech group products and how to apply them to asset management and PE marketing challenges — including automation, AI content tools, and performance analytics.</li> <li class="whitespace-normal break-words pl-2">Understanding of how to integrate within a client-side team while maintaining a top-tier agency service standard.</li> <li class="whitespace-normal break-words pl-2">Highly creative, with the ability to generate ideas that cut through in a sector where differentiation is challenging.</li> <li class="whitespace-normal break-words pl-2">Proficient in Microsoft Office and related software; comfortable with social and digital-first campaign environments.</li> <li class="whitespace-normal break-words pl-2">Comfortable working in a hybrid environment, with regular in-office presence to support team cohesion and client engagement.</li> </ul><div class="content-conclusion">Our values shape everything we do:  Be Ambitious to succeed    Be Imaginative to push the boundaries of what’s possible    Be Inspirational to do groundbreaking work    Be always learning and listening to understand    Be Results-focused  to exceed expectations    Be actively pro-inclusive and anti-racist across our community, clients and creations      OLIVER, a part of the Brandtech Group, is an equal opportunity employer committed to creating an inclusive working environment where all employees are encouraged to reach their full potential, and individual differences are valued and respected. All applicants shall be considered for employment without regard to race, ethnicity, religion, gender, sexual orientation, gender identity, age, neurodivergence, disability status, or any other characteristic protected by local laws.     OLIVER has set ambitious environmental goals around sustainability, with science-based emissions reduction targets. Collectively, we work towards our mission, embedding sustainability into every department and through every stage of the project lifecycle.</div>

About the Role

About the Role

Related Roles

About the Role

Related Roles