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Client Strategy Manager Jobs in Ithaca, NY (NOW HIRING)

Current

Tax Manager

Ithaca, NY · On-site

$80K - $120K/yr

In addition, tax managers develop tax strategies and policies that help the client or business maintain compliance with local and federal tax laws and regulations. Requirements: * Responsible for ...

IQVIA

Senior Product Manager, IQVIA Digital

Ithaca, NY · On-site

$122K - $161K/yr

We are seeking a strategic andanalytically-mindedSr Manager of Measurement Product tosupport the ... Client teams to ensure our measurement products are rigorous, differentiated, and aligned with ...

IQVIA

Senior Product Manager, IQVIA Digital

Ithaca, NY

$122K - $161K/yr

We are seeking a strategic andanalytically-mindedSr Manager of Measurement Product tosupport the ... Client teams to ensure our measurement products are rigorous, differentiated, and aligned with ...

Tetra Tech

MARKETING MANAGER

Ithaca, NY · On-site

... client engagement programs, and industry events. Based in Ithaca, NY, this role works closely with ... Lead, manage, and advance the firm's marketing initiatives to support strategic growth objectives ...

Tetra Tech, Inc.

MARKETING MANAGER

Ithaca, NY · On-site

... client engagement programs, and industry events. Based in Ithaca, NY, this role works closely with ... Lead, manage, and advance the firm's marketing initiatives to support strategic growth objectives ...

Current

Audit Manager

Ithaca, NY · On-site

$80K - $120K/yr

... with strategic advice for over 40 years. Whether traditional Tax and Audit, Client Accounting ... Lead and manage multiple existing audit engagements for a diverse client portfolio, including ...

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Client Strategy Manager information

See Ithaca, NY salary details

$53.5K

$120.2K

$209.8K

How much do client strategy manager jobs pay per year?

As of Aug 24, 2026, the average yearly pay for client strategy manager in Ithaca, NY is $120,220.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,800.00 and $151,900.00 per year, depending on experience, location, and employer.

How does a client strategy manager typically collaborate with cross-functional teams to achieve client goals?

Client Strategy Managers often serve as a bridge between clients and internal teams such as sales, marketing, product development, and analytics. They facilitate communication to ensure everyone is aligned on client objectives, timelines, and deliverables. Regular meetings, status updates, and strategic planning sessions are common, allowing the manager to translate client needs into actionable tasks for each team. This collaborative approach helps deliver cohesive solutions that drive client success while fostering a strong internal working environment.

What are the key skills and qualifications needed to thrive as a client strategy manager, and why are they important?

To thrive as a Client Strategy Manager, you need expertise in account management, data analysis, and strategic planning, typically backed by a degree in business, marketing, or a related field. Familiarity with CRM platforms, digital analytics tools, and project management software is often required. Exceptional communication, relationship-building, and problem-solving skills help you deliver value and foster long-term client partnerships. These abilities are crucial for effectively aligning client goals with business solutions and ensuring successful client outcomes.

What is the difference between Client Strategy Manager vs Account Manager?

AspectClient Strategy ManagerAccount Manager
Primary FocusDeveloping strategic plans to grow client accounts and ensure long-term successManaging day-to-day client relationships and ensuring client satisfaction
Required SkillsStrategic thinking, data analysis, business developmentCommunication, relationship management, problem-solving
Work EnvironmentCollaborates with sales, marketing, and executive teamsDirect interaction with clients and internal teams
Common Industry UsageConsulting, marketing, advertisingAdvertising agencies, tech companies, service providers

The main difference is that a Client Strategy Manager focuses on creating and implementing strategic plans to grow client accounts, while an Account Manager handles ongoing client relationships and day-to-day account management. Both roles require strong communication skills, but the Strategy Manager emphasizes planning and growth initiatives, whereas the Account Manager prioritizes client retention and satisfaction.

What does a client strategy manager do?

A client strategy manager develops and implements strategies to meet clients' business goals, often analyzing data and market trends to provide tailored solutions. They coordinate with sales, marketing, and product teams to ensure client satisfaction and retention, typically using tools like CRM software. Strong communication, analytical skills, and industry knowledge are essential for success in this role.

What job categories do people searching Client Strategy Manager jobs in Ithaca, NY look for?

The top searched job categories for Client Strategy Manager jobs in Ithaca, NY are:

What cities near Ithaca, NY are hiring for Client Strategy Manager jobs?

Cities near Ithaca, NY with the most Client Strategy Manager job openings:

Client Strategy Manager jobs near you

Senior Financial Planner

Ithaca, NY • On-site

Tompkins Community Bank
Commercial Banking • 1 - 5K employees

8.4

Company rating: 8.4 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

38th of 172 rated banks

Great coworkers

People enjoy working here

Good employer

Learn more about Tompkins Community Bankexternal

$110K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 17 days ago

Job description

Overview
Tompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation, an institution with roots dating to 1836 and a wealth advisory practice established in 1891. With advisor offices across New York, Pennsylvania, and Florida and more than $3 billion in assets under management, we have built a reputation on something that cannot be replicated quickly: the trust of families, sustained across generations.
Joining Tompkins means joining a team that takes the long view - because our clients do. We combine the resources and stability of a full-service financial institution with the personal attention and continuity that define a true advisory relationship.
Position Role
The Senior Financial Planner is the financial planning subject matter expert within the client strategy team at Tompkins Financial Advisors - technically rigorous, client-facing, and adept at driving planning engagement with advisors and clients across a designated market. Working alongside Wealth Advisors and Trust Officers, this role owns the financial planning process from initial analysis through delivery, implementation, and ongoing review, with support extending across the firm's enterprise footprint where needed.
The Senior Financial Planner exercises genuine professional judgement in developing plans that address complex, multi-generational financial situations, and serves as a trusted planning resource across the wealth management team.
Responsibilities
  • Drive planning engagement across the Central New York market - proactively identifying opportunities for clients and prospects and partnering with Wealth Advisors to advance planning conversations
  • Use the firm's planning platforms to build comprehensive financial models and deliver written recommendations that translate complex situations into clear, actionable guidance
  • Present financial plans in client meetings with authority, fielding questions with confidence and connecting each recommendation clearly to the client's goals and circumstances
  • Monitor plan progress and conduct regular reviews, adjusting recommendations in response to market developments, regulatory changes, and evolving client circumstances
  • Work alongside Wealth Advisors and Trust Officers as a member of each client's strategy team, contributing discovery context and planning depth that inform and strengthen client conversations
  • Serve as a planning resource across the wealth management team, supporting colleagues on complex cases and contributing current knowledge to team discussions and strategy sessions
  • Bring planning expertise to prospect and referral conversations - including introductions from Tompkins Community Bank banking partners - in support of the advisory team's client development efforts
  • Maintain substantive, current knowledge across financial planning, tax, estate, and investment disciplines, pursuing continuing education consistent with CFP® designation requirements

All planning work is conduced in accordance with applicable regulatory requirements, firm policy and the firm's standards of client confidentiality and professional integrity.
Qualifications
  • Bachelor's degree in finance, business, or a related field required
  • Minimum of five (5) years of progressive experience in financial planning, wealth advisory, trust, investment, or a closely related client-facing advisory role required, including demonstrated experience handling complex client situations.
  • CFP® (Certified Financial Planner®) designation strongly preferred; CPA, CFA, CTFA, or comparable advanced credential with relevant planning experience may be considered.
  • Demonstrated success leading comprehensive financial plans for clients with complex, high-net-worth, business owner, executive, retirement, estate, charitable, or multi-generational planning needs.
  • Proficiency in financial planning software; experience with eMoney or similar platforms preferred
  • Strong analytical, research, and critical thinking skills with the ability to interpret findings and communicate recommendations effectively
  • Proven ability to present complex financial information clearly to clients and stakeholders
  • Demonstrated ability to mentor colleagues, influence planning standards, and maintain current knowledge of financial planning, tax, estate, investment, risk management, and regulatory disciplines through ongoing professional development.

Benefits
  • Medical
  • Dental
  • Vision
  • 401(k) Match
  • Profit Sharing
  • Paid Time Off
  • 11 Holidays
  • Tuition Reimbursement
  • Free Parking throughout Tompkins Community Bank
  • Employee Referrals

EEO Statement
Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.
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Pay Range
USD $110,000.00 - USD $135,000.00 /Yr.

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