Account Supervisor – Financial Services

Infinite Global

. Oversee development and execution of strategic PR programs across a portfolio of financial services accounts.

Posted 10/19/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $84,000 - $94,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in strategic public relations and communications within the financial services sector, with a strong ability to manage client relationships, develop compelling narratives, and lead account teams effectively. Proficient in navigating compliance requirements and leveraging media tools to secure impactful coverage.

Highest-signal resume keywords

Public Relations Strategy DevelopmentFinancial Services CommunicationsMedia Relations ManagementTeam Leadership and MentoringCompliance Review Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Public RelationsCommunicationsMedia StrategyWriting and EditingCritical ThinkingClient Relationship ManagementMarket AnalysisContent DevelopmentNarrative TranslationProject Management

Soft Skills

Interpersonal SkillsCommunication SkillsJudgmentAgilityCompassion

Tools & Technologies

Media DatabasesMonitoring PlatformsMeasurement ToolsAI Tools

Industry Keywords

Financial ServicesAsset ManagementWealth ManagementPrivate MarketsSEC ComplianceFINRA RegulationsJournalist RelationshipsBusiness Media CoverageInvestment ProductsIndustry Dynamics

About the role

Key responsibilities & impact

Oversee development and execution of strategic PR programs across a portfolio of financial services accounts.
Set day-to-day objectives for account teams and serve as the primary client contact.
Handle proactive and reactive media relations for asset managers, wealth managers and private markets firms.
Facilitate client calls and meetings.
Articulate, implement and manage account strategy execution.
Develop strategy plans, media plans, client emails and briefing documents.
Build and maintain relationships with financial, business and trade journalists, editors, producers and podcast hosts.
Secure coverage in top-tier business and financial outlets and leading industry publications.
Monitor markets, economic data, regulatory developments and industry news to identify commentary opportunities and secure placements.
Understand clients’ businesses and competitive landscapes; provide strategic recommendations and creative ideas.
Support thought leadership programs, bylined articles and market commentary for senior executives.
Prepare executives for interviews and develop content for LinkedIn and other owned channels.
Guide client materials through compliance review with working knowledge of SEC and FINRA communications requirements.
Support reactive and sensitive matters, including market volatility, fund performance, regulatory inquiries and leadership transitions.
Track, measure and report program results using media monitoring, measurement and AI-enabled research tools.
Verify outputs before delivery to clients or reporters.
Manage account team performance, quality, deadlines, processes, deliverables and metrics.
Line manage Account Executives and Coordinators, providing onboarding, training, feedback and review participation.
Mentor junior colleagues and model desired behaviors.
Participate in new business through strategy development, proposals and pitch meetings.
Pursue continuous professional and leadership development and stretch goals.
Demonstrate behaviors aligned with Infinite’s values: integrity, agility, compassion and courage.

Requirements

What you’ll need

Bachelor’s degree or equivalent work experience.
Minimum of five years’ PR and communications experience.
Experience with financial services clients is required, including asset management, wealth management, private markets or related sectors.
Previous agency experience is highly preferred.
Established relationships with financial and business journalists, editors and producers.
Proven track record of securing coverage in top-tier business and financial media.
Working knowledge of financial markets, investment products and industry dynamics.
Ability to translate complex investment topics into clear, compelling narratives.
Familiarity with compliance review processes and regulatory considerations shaping financial services communications.
Demonstrated ability to manage a team and lead multiple projects simultaneously.
Sound daily judgment and ability to know when to seek senior counsel.
Strong critical thinking, communication (verbal and written) and interpersonal skills.
Demonstrated writing strength; knowledge of AP style; ability to proof, edit and coach others’ writing.
Proficiency with media databases, monitoring and measurement platforms, and AI tools used in current PR workflows.

Benefits

Comp & perks

The opportunity to work with some of the industry’s premier asset and wealth management firms.
A collaborative, entrepreneurial culture with significant opportunities for growth.
Friendly and highly collaborative working environment where your voice will be heard and your ideas will count.
Twice annual professional planning sessions.
Regular access to leadership and mentorship opportunities.
Hybrid work schedule; two days in the office with three optional work-from-home days per week.
Competitive compensation, bonus opportunities, and new business incentives.
Comprehensive medical, dental, and vision benefits.
401(k) with employer contribution.
15 vacation days.
10 annual company holidays.
Nine days paid sick leave.
One personal day.
An “on call” period between Christmas and New Year’s.
Thorough onboarding and training process that extends throughout your tenure with the company.