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Associate Strategy Director Jobs in Ohio (NOW HIRING)

... · Direct or prepare analysis covering any of the following: payer agreements, vendor or ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

... strategic direction of data initiatives and enhance decision-making processes. As a Director, you ... Associate - SAP Master Data Governance (MDG) - SnowPro Core / SnowPro Advanced - Databricks ...

We are seeking a dynamic, results-driven Associate Director, Investment, to join our growing EU ... Provide strategic advice and design optimal transaction structures. Conduct financial analysis ...

Bereichsleitung People Strategy (w/m/d) Arbeitgeber: KORIAN Holding GmbH Arbeitsort: München ... Wir bieten dir * Einen eigenen Verantwortungsbereich mit Freiraum zum Mitgestalten

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Associate Strategy Director information

What does an Associate Strategy Director do?

An Associate Strategy Director is responsible for developing and overseeing strategic plans that guide a company's marketing, branding, or business initiatives. They work closely with clients and internal teams to identify business challenges, analyze data and market trends, and develop creative solutions that achieve business goals. The role often includes mentoring junior strategists, presenting strategic recommendations to stakeholders, and ensuring that all projects align with the overall vision and objectives. Associate Strategy Directors typically work in advertising agencies, consulting firms, or large corporations.

What are the key skills and qualifications needed to thrive as an Associate Strategy Director?

To thrive as an Associate Strategy Director, you need strong analytical abilities, strategic thinking, and a background in business, marketing, or communications—often supported by a relevant degree. Familiarity with market research tools, data analytics platforms, and presentation software like PowerPoint or Keynote is typically required. Exceptional leadership, communication, and collaboration skills help you guide teams and influence stakeholders. These competencies are crucial for developing effective strategies, driving business outcomes, and ensuring alignment across cross-functional teams.

What are some common challenges faced by an Associate Strategy Director when leading cross-functional teams?

As an Associate Strategy Director, one of the main challenges is aligning diverse stakeholders—such as creative, account, and data teams—toward a unified strategic vision. Balancing varying priorities and communication styles while ensuring everyone is motivated and clear on objectives can be complex. Effective leadership requires adaptability, strong interpersonal skills, and the ability to translate higher-level strategy into actionable plans for each team. Regular check-ins, transparent communication, and fostering a collaborative culture are key to overcoming these challenges.

What is the difference between Associate Strategy Director vs Strategy Manager?

AspectAssociate Strategy DirectorStrategy Manager
Required CredentialsBachelor's degree, often an MBA or related field, with 5-8 years of experienceBachelor's degree, 4-7 years of experience, often with strategic planning background
Work EnvironmentPart of senior strategic teams, involved in high-level planning and client interactionsFocuses on project execution, data analysis, and supporting strategic initiatives
Employer & Industry UsageCommon in consulting, advertising, and corporate strategy departmentsWidely used across industries for strategic planning and project management

The Associate Strategy Director typically holds a higher seniority level, involved in shaping overall strategy and client relationships, whereas the Strategy Manager focuses more on executing strategic plans and managing projects. Both roles require strategic thinking and analytical skills but differ in scope and responsibility.

How much do associate strategy directors make?

Associate Strategy Directors typically earn between $90,000 and $150,000 annually, depending on experience, industry, and location. They often have advanced degrees or certifications and work in strategic planning, consulting, or marketing environments.

What is an associate strategy director?

An associate strategy director is a senior-level professional responsible for developing and guiding strategic initiatives within an organization. They analyze market trends, collaborate with cross-functional teams, and often oversee the work of strategy managers or analysts to ensure business growth and competitive advantage.

What cities in Ohio are hiring for Associate Strategy Director jobs?

Cities in Ohio with the most Associate Strategy Director job openings:

Infographic showing various Associate Strategy Director job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 66% Full Time, 28% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution.

Managing Director & Senior Wealth Strategist

Cincinnati, OH • On-site

Oxford Financial Group, Ltd.
Finance and Insurance • 51 - 200 employees

$118K - $153K/yr

Full-time

Re-posted 19 days ago


Job description

POSITION SUMMARY  

As a key member of the Family Office Services Team, the Managing Director & Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information.  Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Managing Director & Senior Wealth Strategist also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates.

DUTIES AND RESPONSIBILITIES:

Produces and performs review of complex client estate and wealth planning deliverables              

  • Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables.
  • Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities.
  • Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan.
  • Reviews, analyzes and summarizes sophisticated estate planning documents.
  • Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs.
  • Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables.
  • Anticipates client questions.

Serves as an estate planning technical resource to the Managing Directors in preparing for client meeting and in attending meetings

  • Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs.
  • Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings.
  • Participates in client/prospect/advisor meetings as needed.
  • Participates in feedback/debrief meetings and takes a active approach to continuous improvement.

Serves as a technical resource for and to the firm                                         

  • Provides support, clarity and answers to technical issues/questions related to tax and estate planning.
  • Researches, writes, and publishes high-quality articles on complex wealth transfer topics for professional journals, industry publications, and online platforms. Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing.
  • Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors.
  • Reviews, develops and maintains FOS technical materials and educational pieces related to estate and wealth planning.
  • Reviews or creates and maintains estate planning related technical education summaries and materials.
  • Provides subject matter expertise and training opportunities to internal associates.

Performs other duties as assigned                                                                              

QUALIFICATIONS

  • College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP® and/or CPWA®  and 10 years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration.
  • Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families.
  • Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area.
  • Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail.
  • Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies.
  • Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred.
  • Must have ability to explain complex estate planning strategies in a client friendly manner.
  • Must have a professional demeanor with the utmost respect for confidential matters.
  • Must be able to work independently and in a team environment.
  • Must have excellent written and verbal communication skills with strong interpersonal skills.
  • Must be detail oriented with excellent organizational skills.
  • Must have ability to multi-task.
  • Must have ability to work in a fast paced environment.
  • Must have strong work ethic with a positive attitude.

WORKING CONDITIONS

  • Limited travel as business needs necessitates
  • Long periods of sitting utilizing a computer
  • 100% onsite