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Director Client Success Jobs in Springfield, VA (NOW HIRING)

Pathstone

Associate Director, Client Advisory

Alexandria, VA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Associate Director, Client Advisory is a key member of the Client Advisory Team, partnering ... Success in this role requires strong technical and analytical capabilities, exceptional ...

Socket.dev

Associate Director, Client Advisory

Alexandria, VA · On-site

$105 - $140/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Associate Director, Client Advisory is a key member of the Client Advisory Team, partnering ... Success in this role requires strong technical and analytical capabilities, exceptional ...

CAQH

Client Partnerships Manager

Washington, DC · On-site

$110 - $130/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Define, track and communicate client success measures that demonstrate the operational and business ... direct authority. * Strong business judgment, problem-solving skills and the ability to navigate ...

New

RiskSpan

Senior Client Success Manager, Enterprise

Arlington, VA · On-site

$157K - $200K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

TL;DR We're looking for a Senior Client Success Manager to join a small, high-performing team ... Background in financial services is required; direct experience with mortgage, asset backed finance ...

New

RiskSpan

Senior Client Success Manager, Enterprise

Arlington, VA · On-site

$157K - $200K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

TL;DR We're looking for a Senior Client Success Manager to join a small, high-performing team ... Background in financial services is required; direct experience with mortgage, asset backed finance ...

New

RiskSpan

Senior Client Success Manager, Enterprise

Arlington, VA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

TL;DR We're looking for a Senior Client Success Manager to join a small, high-performing team ... Background in financial services is required; direct experience with mortgage, asset backed finance ...

Posted today

RiskSpan

Senior Client Success Manager, Enterprise

Arlington, VA

$157K - $200K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

TL;DR We're looking for a Senior Client Success Manager to join a small, high-performing team ... Background in financial services is required; direct experience with mortgage, asset backed finance ...

New

Goodwin

Director - Strategic Pricing

Washington, DC · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

You will report directly to the Managing Director, Client Value, and work closely with colleagues across Strategic Pricing, Legal Project Management, and Client Success, as well as Finance, Rate ...

Public Consulting Group

Client Service Associate 1

Washington, DC · On-site

$16.50 - $22.75/hr

  • Medical

  • Dental

  • Retirement

  • PTO

Client Success Associates are integral members of PCG's Northwest Education Team; the specific ... This will be accomplished through direct client interaction, as well as collaboration with internal ...

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Showing results 21-40

All JobsClient Success JobsDirector Client Success JobsDirector Client Success Jobs in Springfield, VA

Director Client Success information

See Springfield, VA salary details

$40.2K

$126.8K

$187K

How much do director client success jobs pay per year?

As of Aug 19, 2026, the average yearly pay for director client success in Springfield, VA is $126,842.00, according to ZipRecruiter salary data. Most workers in this role earn between $99,800.00 and $152,000.00 per year, depending on experience, location, and employer.

What is the difference between Director Client Success vs Customer Success Manager?

AspectDirector Client SuccessCustomer Success Manager
ResponsibilitiesOversees multiple client accounts, develops strategies, manages teams, and ensures overall client satisfaction at a strategic level.Manages individual client accounts, provides support, onboarding, and ensures client retention on a day-to-day basis.
Required CredentialsBachelor's degree, experience in client success, leadership skills, and often industry-specific certifications.Bachelor's degree, experience in customer service or success, strong communication skills.
Work EnvironmentLeadership role within a team, often in an office setting, collaborating with sales, marketing, and product teams.Client-facing role, working directly with customers, often in an office or remote setting.

The main difference between a Director Client Success and a Customer Success Manager lies in scope and responsibility. The Director focuses on strategic oversight and team management, while the Customer Success Manager handles individual client relationships. Both roles require relevant experience and industry knowledge, but the Director role involves higher-level planning and leadership.

What are the most commonly searched types of Client Success jobs in Springfield, VA?

The most popular types of Client Success jobs in Springfield, VA are:

What job categories do people searching Director Client Success jobs in Springfield, VA look for?

The top searched job categories for Director Client Success jobs in Springfield, VA are:

What cities near Springfield, VA are hiring for Director Client Success jobs?

Cities near Springfield, VA with the most Director Client Success job openings:

Director Client Success jobs near you
Infographic showing various Director Client Success job openings in Springfield, VA as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 18% Part Time, 1% Temporary, and 6% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $126,842 per year, or $61 per hour.

Associate Director, Client Advisory

Pathstone

Alexandria, VA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

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.
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