ZipRecruiter

Log In

1

Director Client Strategy Jobs in Washington (NOW HIRING)

JamLoop

Client Partner

Washington, DC · On-site

Our platform combines proprietary bidding, premium direct inventory, and advanced audience ... As a Client Partner, you will serve as the strategic lead for new and existing client engagements ...

previous pagenext page

Showing results 21-40

All JobsClient Strategy JobsDirector Client Strategy JobsDirector Client Strategy Jobs in Washington

Director Client Strategy information

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

To excel as a Director Client Strategy, you need expertise in client relationship management, strategic planning, and a proven track record in business development, often supported by a relevant degree and experience in marketing or consulting. Familiarity with CRM platforms, data analytics tools, and project management systems is typically required. Outstanding leadership, communication, and problem-solving skills help build trust with clients and guide teams effectively. These abilities are crucial for driving client success, fostering long-term partnerships, and delivering on business objectives.

How does a director client strategy typically collaborate with other departments to drive client success?

A Director of Client Strategy works closely with teams across the organization, such as sales, account management, creative, and analytics, to develop and execute comprehensive strategies tailored to each client's goals. Regular cross-functional meetings and strategic planning sessions are common, ensuring alignment on project deliverables, timelines, and key performance indicators. This collaborative approach not only helps address client needs holistically but also fosters innovation and ensures the agency delivers consistent value. Strong communication and leadership skills are vital, as the Director often acts as the main point of contact between clients and internal teams.

What is the difference between Director Client Strategy vs Client Services Manager?

AspectDirector Client StrategyClient Services Manager
Primary FocusDeveloping long-term client strategies and growth initiativesManaging day-to-day client relationships and service delivery
ResponsibilitiesStrategic planning, high-level client engagement, business developmentClient support, issue resolution, account management
Required CredentialsBachelor's degree, experience in strategy, marketing, or salesBachelor's degree, experience in client management or customer service
Work EnvironmentCorporate offices, strategic meetings, cross-department collaborationClient sites, customer support centers, internal teams

The main difference is that the Director Client Strategy focuses on creating and executing long-term client growth plans, while the Client Services Manager handles daily client interactions and service issues. Both roles require strong communication skills and industry knowledge, but the Director role is more strategic and high-level.

What does a director client strategy do?

A Director of Client Strategy is responsible for developing and overseeing strategic plans that help clients achieve their business objectives. They work closely with clients to understand their needs, identify opportunities for growth, and recommend solutions that align with both the client's goals and the company's offerings. This role often involves leading a team, managing key client relationships, and ensuring the delivery of high-quality, data-driven strategies. The Director of Client Strategy also collaborates with internal teams such as sales, marketing, and product development to ensure client satisfaction and retention.
What are the most commonly searched types of Client Strategy jobs in Washington? The most popular types of Client Strategy jobs in Washington are:
What are popular job titles related to Director Client Strategy jobs in Washington? For Director Client Strategy jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Director Client Strategy jobs in Washington look for? The top searched job categories for Director Client Strategy jobs in Washington are:
What cities in Washington are hiring for Director Client Strategy jobs? Cities in Washington with the most Director Client Strategy job openings:
Director Client Strategy jobs near you
Infographic showing various Director Client Strategy job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution.

Associate Director, Client Advisory

Pathstone

Alexandria, VA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

New

Job description

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
This role supports the firm's DC offices.
Position Overview: The Associate Director, Client Advisory is a key member of the Client Advisory Team, partnering with Directors and Managing Directors to deliver comprehensive wealth management solutions to ultra-high-net-worth individuals, families, family offices, foundations, and endowments. This role combines client relationship management, investment implementation, wealth planning coordination, business development, operational oversight, and team mentorship to provide an exceptional client experience.
As a trusted advisor, the Associate Director serves as a primary point of contact for client relationships, collaborates closely with internal specialists across the firm, and contributes to the continued growth of the practice through relationship development, referral cultivation, and strategic business initiatives. This position also plays an important leadership role by mentoring junior team members and helping drive operational excellence within the office.
Client Advisory roles at Pathstone offer a long-term career path with increasing responsibility, client ownership, and leadership opportunities. Success in this role requires strong technical and analytical capabilities, exceptional relationship management skills, sound judgment, intellectual curiosity, and a client-first mindset committed to delivering thoughtful, integrated advice.
Key Responsibilities:
Client Advisory & Relationship Support
  • Manage and maintain multiple client relationships, in both a primary and support capacity with the goal of becoming the trusted advisor for our client families.
  • Serve as a primary point of contact for client inquiries, responding via phone, video, and in-person meetings with professionalism and responsiveness.
  • Proactively identify and address client needs while maintaining a high standard of service.
  • Partner with our wealth planning team (when applicable) to ensure clients' income tax, estate, and philanthropic plans are executed.
  • Prepare and maintain client balance sheet and data aggregation (when applicable).
  • Work with our wealth planning and tax teams on pre-transaction tax mitigation strategies and concentrated position management (when applicable).

Business Development & Practice Management
  • Support the team in identifying and pitching new potential clients.
  • Develop and continuously expand referral network, building Pathstone's presence through frequent interaction and communication with external parties.
  • Assist with team projects related to a variety of client-related topics and business development efforts.
  • Maintain a current pulse of the industry through research, conferences, and networking events.
  • Play an integral role in designing and executing our client development practices and approach.

Investment Implementation
  • Support the Client Advisory Team in implementing Investment Research Team's guidance.
  • Create and maintain investment policy statements for clients.
  • Oversee ongoing portfolio construction and rebalancing.
  • Collaborate with clients on spending policy, cash flow planning, asset location and custody.

Analysis, Reporting & Operations
  • Prepare performance analyses, relevant investment information and client presentation materials.
  • Support quarterly reporting processes, including reconciliation and detailed review of client reports.
  • Act as an information liaison to accountants, banks, attorneys, lenders and other external professionals supporting client relationships.

Leadership & Mentorship
  • Serve as a mentor and operational resource to Associates and Senior Associates on matters including reconciliations, reporting, account openings, and transfers.
  • Contribute to process improvements and operational best practices within the office.
  • Participate in leader-led sessions focused on advisory best practices, business development, leadership development, and practice management.

Qualifications:
  • Bachelor's degree required.
  • Completion of, or meaningful progress toward, an advanced degree or professional designation (CFP®, CFA, MBA, or JD) required.
  • 5-8+ years of experience in wealth management, private banking, family office, or financial advisory environments with demonstrated client engagement experience.
  • Series 65 required (or attained within 90 days of employment).

Professional Attributes:
  • Strong analytical, quantitative, and problem-solving skills.
  • Detail-oriented with the ability to manage time-sensitive matters effectively.
  • Solid proficiency in Microsoft Office, particularly Excel. Salesforce experience preferred. Familiarity with or hands-on experience using AI-powered productivity tools to enhance efficiency, collaboration, and work quality is strongly preferred.
  • Comfortable communicating with clients and their professional advisors regarding investments, high-level estate planning items, investment and financial markets, and high-level tax planning items.
  • Foundational knowledge of globally diversified investment portfolios and asset allocation strategies, including alternative investments.
  • Strong relationship management, influencing and communication skills.
  • Demonstrated initiative, professionalism, and the ability to prioritize competing demands.
  • Excellent verbal and written communication skills.
  • Demonstrates intellectual curiosity, a commitment to continuous learning, and the ambition to assume increasing responsibility, leadership, and client ownership over time.

This role offers the opportunity to deepen client engagement, expand technical expertise, and contribute meaningfully to a growing advisory platform serving sophisticated clients with complex needs.
Pay Transparency: Pathstone's expected starting base compensation range for the position as of the time of this posting is $105,000 - $140,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.

Apply