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Client Strategist Jobs (NOW HIRING)

Northern Trust

Wealth Strategist/Sales Rep

New York, NY · On-site

Wealth Strategist/Client Development Sales Executive Overview: At Northern Trust, our Wealth Strategist position is a key business development sales role to support our growth. Wealth Strategists are ...

CFA Institute

Wealth Strategist/Sales Rep

Manhattan, NY · On-site

Wealth Strategist/Client Development Sales Executive Overview: At Northern Trust, our Wealth Strategist position is a key business development sales role to support our growth. Wealth Strategists are ...

Bluefish AI

Customer AI Strategist

New York, NY · On-site +1

As part of our Marketing Services team , we're looking for a seasoned, client-facing Customer AI Strategist to guide enterprise marketers to success in their AI Marketing journey. In this role, you ...

Bluefish AI

Customer AI Strategist

New York, NY · On-site

As part of our Marketing Services team , we're looking for a seasoned, client-facing Customer AI Strategist to guide enterprise marketers to success in their AI Marketing journey. In this role, you ...

All Financial Freedom

Financial Strategist

$60K - $75K/yr

Position Overview We are seeking a Client Services Specialist to support our financial services operations by assisting individuals and families through a structured financial education and ...

FlowX.ai group

You're very likely to succeed if you have: * 7-10+ years of combined experience split across logistics/freight operations and a client-facing strategy, transformation, or sales-engineering role.

Flowx.ai

Field Strategist, Logistics

Manhattan, NY · On-site

You're very likely to succeed if you have: * 7-10+ years of combined experience split across logistics/freight operations and a client-facing strategy, transformation, or sales-engineering role.

Northern Trust

Associate, Wealth Strategist

Atlanta, GA · On-site

Follows up with the client via the telephone or through written correspondence. 2. Researches and prepares materials (i.e. estate agreements, marketing updates) for client meetings and presentations ...

Fragment

Founding Agent Strategist

San Francisco, CA · On-site

Strategic Work. Help shape Fragment's point of view on what lean procure-to-pay and source-to-pay processes should look like when AI agents are in the loop. Not incremental optimization of the status ...

Apple Inc.

Retail Experience Strategist, Agent-to-Agent Commerce Austin, Texas, United States Corporate Functions Imagine what you could do here! The people here at Apple don't just create products -- they ...

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Client Strategist information

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$46.5K

$82.6K

$113K

How much do client strategist jobs pay per year?

As of Sep 11, 2026, the average yearly pay for client strategist in the United States is $82,640.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $98,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client strategist?

To thrive as a Client Strategist, you need a strong background in account management, marketing strategy, and data analysis, often supported by a relevant degree such as business, marketing, or communications. Familiarity with CRM platforms, digital analytics tools, and project management software is typically required. Exceptional communication, relationship-building, and problem-solving skills help you stand out in managing client expectations and driving results. These skills are crucial for delivering tailored solutions, maintaining client satisfaction, and achieving business growth.

How does a client strategist typically collaborate with internal teams to deliver successful client outcomes?

A Client Strategist works closely with cross-functional teams such as sales, marketing, creative, and analytics to develop and execute tailored strategies for clients. This role often serves as the bridge between the client’s goals and the agency’s capabilities, ensuring that deliverables align with client expectations. Regular communication, project management, and status meetings are common, as strategists coordinate resources, gather feedback, and adjust plans as needed to achieve desired results. Effective collaboration requires strong interpersonal skills and the ability to translate client needs into actionable strategies for internal teams.

What is the difference between Client Strategist vs Account Manager?

AspectClient StrategistAccount Manager
Primary FocusDeveloping strategic plans to grow client accounts and optimize marketing effortsMaintaining client relationships and ensuring service delivery
ResponsibilitiesCreating strategies, analyzing data, and advising clients on growth opportunitiesManaging day-to-day client communications, renewals, and support
Skills & CredentialsStrong analytical, strategic thinking, marketing knowledge, often with a background in marketing or businessExcellent 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 much does a client strategist make?

A client strategist typically earns between $60,000 and $100,000 annually, depending on experience, location, and industry. Entry-level roles may start lower, while experienced strategists with specialized skills can earn higher salaries, often supplemented with bonuses or commissions.

What does a client strategist do?

A client strategist is responsible for developing and maintaining strong relationships with clients, understanding their needs, and creating tailored strategies to meet their goals. They analyze client data, coordinate with internal teams, and use tools like CRM software to ensure client satisfaction and retention.
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Client Strategist jobs near you
Infographic showing various Client Strategist job openings in the United States as of September 2026, with employment types broken down into 85% Full Time, 10% Part Time, and 5% Contract. Highlights an 70% Physical, 3% Hybrid, and 27% Remote job distribution, with an average salary of $82,640 per year, or $39.7 per hour.

Director, Wealth Strategist - 2236714

Nashville, TN • On-site

Forvis Mazars
Accounting Services
Learn more about Forvis Mazarsexternal

Full-time

Medical, Retirement

Re-posted 29 days ago

Key responsibilities

  • Develop, recommend, and implement complex tax and estate plans for clients in conjunction with advisors and external partners.

  • Lead and participate in multi-advisor and multi-generational client meetings involving family members, attorneys, trustees, and other external advisors.

  • Provide direction to Private Client personnel and oversee the development of work product related to estate and tax planning.

Forvis Mazars rating

8.1

Company rating: 8.1 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

Job description

Description & Requirements
The Private Client team helps high-net-worth individuals and multigenerational families manage financial complexity with confidence. Through a holistic approach that integrates wealth management, tax planning, and family office services, Forvis Mazars delivers personalized strategies aligned with each client's goals-ensuring peace of mind and long-term financial well-being.
This role is a core component of the firm's Wealth Strategy platform, operating at the intersection of advanced estate and family enterprise planning. The Wealth Strategist serves as an advisor on the most complex Private client engagements, partnering with Tax, Wealth Advisory, and other firm service lines to deliver integrated solutions for ultra-high net worth (UHNW) individuals, multigenerational families and privately held business owners.
What You Will Do:
  • You will work in conjunction with existing advisors and external advisors to develop, recommend and implement complex tax and estate plans for clients
  • Translate complex tax, estate, and legacy planning concepts into clear, actionable recommendations for clients, advisors, and relationship partners
  • Lead and participate in multi-advisor and multi-generational client meetings involving family members, attorneys, trustees, and other external advisors
  • Be an externally recognized thought leader in the Private Client area and ideally would present at high-level, impact conferences, produce written materials, etc.
  • Consulting with clients and their attorneys on the benefits of estate planning and identifying appropriate plans for estate taxes utilizing knowledge of inheritance, gift, income, and estate taxes
  • Advise families on governance, legacy planning, and long-term stewardship considerations as part of holistic wealth strategies
  • Collaborating with other planning resources on specific subject matters and partners in the acquisition of new clients
  • Conducting and reviewing research, as appropriate, and developing tax, estate, and other analyses and plans. Making generally accepted recommendations to the team and clients.
  • Providing direction to and overseeing Private Client personnel in the development of work product
  • Maintaining current in-depth knowledge of a full range of estate planning-oriented services (e.g., personal trusts, living trusts, wills, estate and tax planning)
  • Maintaining periodic contact with clients in coordination with the relationship partner
  • Deepening existing relationships by working with integrated Private Client teams
  • Retaining, expanding, and deepening existing relationships in collaboration with relationship partners
  • Identifying solutions and services as sales opportunities to enhance existing client relationships
  • Developing new client relationships through networking, prospecting, and referrals by being actively involved in networking at key organizations
  • Assessing and effectively managing all the risks associated with their business objectives and activities to ensure they adhere to and support Enterprise Risk
  • Having knowledge, insight, and knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; the ability to apply this knowledge appropriately to diverse situations
  • Act as a representative of the Wealth Strategy platform internally and externally, modeling best practices in collaboration, judgment, and client leadership

Minimum Qualifications:
  • Bachelor's degree in a related field
  • CPA license, CTFA, LLM, or JD
  • Minimum of 9+ years of professional client-facing experience
  • Proficiency in Microsoft Office Suite

Preferred Qualifications:
  • Previous experience working in law, tax services and consulting, financial services, wealth management, or financial planning
  • Knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate, and tax planning), including fee structures and documentation
  • Regular travel is required for this role, including in-person client meetings, family engagements, internal planning sessions, and advisor collaboration
  • Travel may include multi-day engagements and attendance at conferences, client events, or firm initiatives based on business and client needs
  • A willingness and ability to travel is essential to support relationship development, complex planning discussions, and client trust-building

#LI-BOCR, , #LI-ATL, #LI-CHI, #LI-IND, #LI-CLTSP, #LI-NASH, #LI-DFW, #LI-HOU
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About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
Illinois Wage Transparency
Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
IL Minimum Salary (USD)
$ 157200
IL Maximum Salary (USD)
$ 326600

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