Perform the role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their ...
Perform the role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their ...
Sr Private Client Advisor
Dallas, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their ...
Sr Private Client Advisor
Dallas, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their ...
Sr Private Client Advisor
Houston, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their ...
Sr Private Client Advisor
Houston, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their ...
Sr Private Client Advisor
Fort Worth, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their ...
Sr Private Client Advisor
Fort Worth, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their ...
Perform the role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their ...
Perform the role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their ...
Client Strategy Lead - Media
Dallas, TX · On-site
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Client Strategy Lead - Media
Dallas, TX · On-site
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Client Strategy Lead - Media
Dallas, TX · On-site
$79K - $84K/yr
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Client Strategy Lead - Media
Dallas, TX · On-site
$79K - $84K/yr
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Senior Wealth Strategist
Dallas, TX · On-site
$120K - $155K/yr
Client & Prospect Engagement: Partner with WMAs and Private Bank teams to acquire and retain key client relationships by delivering comprehensive wealth strategies and participating in client ...
Senior Wealth Strategist
Dallas, TX · On-site
$120K - $155K/yr
Client & Prospect Engagement: Partner with WMAs and Private Bank teams to acquire and retain key client relationships by delivering comprehensive wealth strategies and participating in client ...
Senior Wealth Strategist
Dallas, TX · On-site
$120K - $155K/yr
Client & Prospect Engagement: Partner with WMAs and Private Bank teams to acquire and retain key client relationships by delivering comprehensive wealth strategies and participating in client ...
Senior Wealth Strategist
Dallas, TX · On-site
$120K - $155K/yr
Client & Prospect Engagement: Partner with WMAs and Private Bank teams to acquire and retain key client relationships by delivering comprehensive wealth strategies and participating in client ...
Senior Wealth Strategist
Houston, TX · On-site
$116K - $149K/yr
Client & Prospect Engagement: Partner with WMAs and Private Bank teams to acquire and retain key client relationships by delivering comprehensive wealth strategies and participating in client ...
Senior Wealth Strategist
Houston, TX · On-site
$116K - $149K/yr
Client & Prospect Engagement: Partner with WMAs and Private Bank teams to acquire and retain key client relationships by delivering comprehensive wealth strategies and participating in client ...
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Quick apply
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Client Strategy Principal
Dallas, TX · On-site
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Client Strategy Principal
Dallas, TX · On-site
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Position Summary The Director of Private Client Strategy is responsible for leading the strategic direction, growth, and performance of the Private Client division across the enterprise. This role is ...
Position Summary The Director of Private Client Strategy is responsible for leading the strategic direction, growth, and performance of the Private Client division across the enterprise. This role is ...
Client Strategy Principal
Dallas, TX · On-site
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Quick apply
Client Strategy Principal
Dallas, TX · On-site
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Client Strategy Principal
Dallas, TX · On-site
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Client Strategy Principal
Dallas, TX · On-site
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Quick apply
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies that help brands grow, evolve, and connect meaningfully with their audiences. We're not ...
Client Strategist information
See Texas salary details
$43.3K - $49K
15% of jobs
$49K - $54.6K
0% of jobs
$58.2K is the 25th percentile. Wages below this are outliers.
$54.6K - $60.2K
16% of jobs
$60.2K - $65.9K
0% of jobs
$65.9K - $71.5K
4% of jobs
$71.5K - $77.1K
9% of jobs
The median wage is $79.7K / yr.
$77.1K - $82.7K
13% of jobs
$82.7K - $88.4K
15% of jobs
$90K is the 75th percentile. Wages above this are outliers.
$88.4K - $94K
12% of jobs
$94K - $99.6K
11% of jobs
$99.6K - $105.3K
6% of jobs
$43.3K
$77K
$105.3K
How much do client strategist jobs pay per year?
What is the difference between Client Strategist vs Account Manager?
| Aspect | Client Strategist | Account Manager |
|---|---|---|
| Primary Focus | Developing strategic plans to grow client accounts and optimize marketing efforts | Maintaining client relationships and ensuring service delivery |
| Responsibilities | Creating strategies, analyzing data, and advising clients on growth opportunities | Managing day-to-day client communications, renewals, and support |
| Skills & Credentials | Strong analytical, strategic thinking, marketing knowledge, often with a background in marketing or business | Excellent communication, relationship management, customer service skills |
While both roles involve client interaction, a Client Strategist focuses on developing and implementing growth strategies, whereas an Account Manager emphasizes maintaining relationships and service delivery. Understanding these differences helps organizations assign the right roles for client success and growth.
How does a Client Strategist typically collaborate with internal teams to deliver successful client outcomes?
What are the key skills and qualifications needed to thrive as a Client Strategist, and why are they important?
How much does a client Strategist make?
What kind of jobs in media bring in $150,000 a year?
What is the highest paying job in customer service?
What does a client Strategist do?

Full-time
Medical, Life, Retirement, PTO
Posted 9 days ago
Job description
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.
- Leverages the specialists on their team including the investment advisor, wealth strategist, financial planner, trust administrator, or banking advisor to provide interdisciplinary expertise and portfolio management.
- Primarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging all available PWA resources to deliver a complete wealth management solution.
- Remain the ongoing relationship manager for a specific portfolio of clients and ensure every client has an extraordinary experience
- Perform the role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their subject matter expert teammates.
- Develop perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.
- Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities
- Demonstrate continuous prospecting skills applied to COIs (centers of influence), associations, and community activities as well as internally with their commercial bank colleagues.
- Operate effectively in a team based, collaborative environment and assist in the development and retention of junior team members and relationship and customer service associates
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.
Qualifications- Minimum 10 years relevant banking experience required with at least seven years in private banking preferred
- Required: Bachelor's degree in finance, economics, accounting or related field
- Preferred: MBA, CFA or CFP
- Prior experience providing complex investment solutions to affluent or high net worth individuals or families
- Prior sales experience required
- Ability to collaborate with and positively influence team members
- Strong communications skills and experience creating and delivering presentations and written materials
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.