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Lead Client Advisor Jobs (NOW HIRING)

Keybank

Associate Private Client Advisor

Olympia, WA · On-site

Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning. * Partner ...

KeyBank

Associate Private Client Advisor

Olympia, WA · On-site

Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning. * Partner ...

KeyBank

Associate Private Client Advisor

Yakima, WA · On-site

$80K/yr

Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning. * Partner ...

Keybank

Assoc. Private Client Advisor

Dresher, PA

$62K/yr

Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning. * Partner ...

Freestone Capital Management

Client Advisor

Seattle, WA · On-site

$125K - $150K/yr

Lead and manage review meetings with your clients to ensure the objectives, goals and planning ... Mentor, coach and develop junior client associates and emerging advisors who support your clients.

Insite Managed Solutions

Client Advisor

As a Client Advisor, you will partner with clients to enhance their customer experience strategies ... Lead executive-level discovery and client discussions that uncover needs, shape direction, and ...

A.P.C.

Client Advisor

Costa Mesa, CA · On-site

Client Advisor, you serve as a brand ambassador and leader within the store. You exemplify A.P.C ... Operations * Lead by example and oversee store operations in the absence of senior management.

Freestone Capital Management

Client Advisor

Seattle, WA

$125K - $150K/yr

Lead and manage review meetings with your clients to ensure the objectives, goals and planning ... Mentor, coach and develop junior client associates and emerging advisors who support your clients.

Insite Managed Solutions

Client Advisor

Charleston, WV · Remote

As a Client Advisor, you will partner with clients to enhance their customer experience strategies ... Lead executive-level discovery and client discussions that uncover needs, shape direction, and ...

A.P.C.

Client Advisor

Manhattan, NY · On-site

Client Advisor, you serve as a brand ambassador and leader within the store. You exemplify A.P.C ... Operations * Lead by example and oversee store operations in the absence of senior management.

Keybank

Associate Private Client Advisor

Yakima, WA

$80K/yr

Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning. * Partner ...

London Jewelers

Be Seen First

Client Advisor

East Hampton, NY · On-site

$25 - $35/hr

Luxury Watch Client Advisor Overview: London Jewelers is a premier jewelry business, family owned ... Provide the highest level of customer service, with ability to lead the client through the buying ...

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All JobsLead Client Advisor Jobs

Lead Client Advisor information

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$27K

$92.3K

$146K

How much do lead client advisor jobs pay per year?

As of Jul 21, 2026, the average yearly pay for lead client advisor in the United States is $92,309.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $122,500.00 per year, depending on experience, location, and employer.

How much does a client advisor earn?

A client advisor's salary varies based on experience, location, and industry, but typically ranges from $40,000 to $70,000 annually. In some sectors, such as luxury retail or financial services, earnings can include commissions or bonuses that increase total compensation. Entry-level positions may start lower, while experienced advisors with specialized skills can earn higher salaries.

How does a Lead Client Advisor typically collaborate with other departments to enhance client satisfaction?

A Lead Client Advisor works closely with teams such as sales, operations, and support to ensure a seamless client experience. They often act as a liaison between clients and internal teams, communicating client needs and feedback to drive service improvements. Regular collaboration may include participating in strategy meetings, coordinating with product specialists, and developing tailored solutions. This cross-functional teamwork not only enhances client satisfaction but also opens opportunities for professional growth and learning within the organization.

What jobs in the US pay 300,000 a year?

Lead Client Advisors in high-level financial or consulting firms can earn $300,000 or more annually, especially with experience, bonuses, and commissions. Other roles that may reach this level include senior executives, investment bankers, and specialized medical professionals, often requiring advanced skills, certifications, and long hours.

What are Lead Client Advisors?

Lead Client Advisors are experienced professionals who serve as the primary point of contact between a company and its top clients. They are responsible for building strong relationships, understanding client needs, and ensuring a high level of service and satisfaction. Typically, they also guide and mentor other client advisors, oversee client account strategies, and help drive business growth by identifying new opportunities with existing clients. Their role combines client relationship management, sales leadership, and team supervision.

Can financial advisors make $500,000 a year?

Lead Client Advisors and other financial advisors can earn $500,000 or more annually, especially with high-net-worth clients, extensive experience, and successful performance. Achieving this level often requires advanced certifications, strong client relationships, and a focus on wealth management or investment strategies.

What are the key skills and qualifications needed to thrive as a Lead Client Advisor, and why are they important?

To thrive as a Lead Client Advisor, you need deep expertise in client relationship management, sales strategy, and industry knowledge, often supported by a relevant bachelor’s degree and experience in client-facing roles. Familiarity with CRM systems, data analytics tools, and sometimes certifications in financial or luxury sectors are typically required. Exceptional communication, leadership, and problem-solving abilities distinguish top performers in this position. These skills are crucial for building trust, driving team performance, and consistently exceeding client expectations.

What is the difference between Lead Client Advisor vs Client Advisor?

AspectLead Client AdvisorClient Advisor
CredentialsTypically requires relevant financial certifications (e.g., CFP, CFA)Often requires similar certifications, but may have less experience
Work EnvironmentLeads client relationships, manages teams, and develops strategiesBuilds client relationships, provides financial advice, and supports client needs
Employer & Industry UsageCommon in financial services, wealth management firmsWidely used across banking, investment firms, and financial advisory services

The main difference between a Lead Client Advisor and a Client Advisor lies in their level of responsibility. The Lead Client Advisor typically manages larger client portfolios, leads a team, and develops strategic plans, whereas the Client Advisor focuses on providing personalized financial advice and maintaining client relationships. Both roles require relevant certifications and industry experience, but the Lead Client Advisor often has more leadership duties and a broader scope of work.

How much does a lead advisor make?

A lead client advisor typically earns between $50,000 and $80,000 annually, depending on experience, location, and industry. They often receive performance-based bonuses and may have additional benefits such as health insurance and retirement plans.
More about Lead Client Advisor jobs
What job categories do people searching Lead Client Advisor jobs look for? The top searched job categories for Lead Client Advisor jobs are:
Lead Client Advisor jobs near you
Infographic showing various Lead Client Advisor job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $92,309 per year, or $44.4 per hour.
Senior Client Advisor

Senior Client Advisor

Strider Technologies, Inc

South Jordan, UT • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

New

Job description

Strider Technologies delivers strategic intelligence that helps organizations make faster, more confident decisions in an increasingly complex global environment. Using cutting-edge AI and proprietary methodologies, we transform open-source data into actionable insights that help protect technology, talent, and supply chains from nation-state risks.
As a Senior Client Advisor, you will work directly with organizations to help them transform strategic intelligence into practical action. Reporting to the Senior Director of Advisory Services, you will guide clients through assessments, workshops, tabletop exercises, and strategic engagements that strengthen their economic security programs and accelerate the adoption of Strider's intelligence platform.
This role combines strategic consulting, facilitation, and relationship management. You'll become a trusted advisor to security, intelligence, legal, and executive leaders while partnering closely with Customer Success, Sales, Product, and Engineering to ensure clients realize measurable value from Strider's solutions.
Key Qualifications
Minimum Qualifications
  • 7+ years of experience in counterintelligence, insider risk, national security, intelligence analysis, consulting, security operations, or a related advisory role.
  • Experience leading client-facing consulting engagements or professional services projects.
  • Strong facilitation and presentation skills with experience leading executive briefings, workshops, or training sessions.
  • Experience conducting organizational assessments and translating findings into actionable recommendations.
  • Excellent project management and organizational skills with the ability to manage multiple client engagements simultaneously.
  • Exceptional written and verbal communication skills with the ability to communicate complex security concepts to both technical and executive audiences.
  • Bachelor's degree in International Relations, Political Science, Criminal Justice, Business, Information Systems, or a related field.

Preferred Qualifications
  • Experience working with economic security, insider risk, counterintelligence, or enterprise security programs.
  • Familiarity with frameworks such as DCSA, NITTF, or similar domestic or international security standards.
  • Experience supporting SaaS or technology implementations.
  • Advanced degree in a related discipline.
  • Experience facilitating tabletop exercises or executive simulations.

Description
As a Senior Client Advisor, you will serve as a trusted partner to clients throughout their journey with Strider, helping them operationalize strategic intelligence and strengthen their security programs.
Client Advisory
  • Build trusted relationships with client stakeholders by understanding their objectives, challenges, and organizational priorities.
  • Conduct assessments of client economic security and risk management programs using established advisory methodologies.
  • Develop practical recommendations that help clients mature their programs and integrate Strider intelligence into daily operations.
  • Lead collaborative workshops that enable clients to operationalize Strider data and improve organizational resilience.

Training & Facilitation
  • Facilitate executive and operational tabletop exercises focused on geopolitical risk, insider risk, and organizational response.
  • Deliver threat briefings, training sessions, and playbook development workshops tailored to client needs.
  • Adapt workshop content and delivery to support organizations at varying levels of program maturity.

Customer Success
  • Partner with Customer Success Managers to ensure clients achieve successful onboarding, adoption, and measurable business outcomes.
  • Identify opportunities to deepen client engagement through additional advisory services and strategic guidance.
  • Support client retention by delivering consistent value throughout the customer lifecycle.

Cross-Functional Collaboration
  • Collaborate with Sales during strategic customer engagements, product demonstrations, proof-of-concept initiatives, and program maturity assessments.
  • Partner with Product and Engineering by sharing customer insights that influence future platform capabilities.
  • Contribute to the continued evolution of Strider's advisory methodologies, workshop content, and best practices.

Thought Leadership
  • Represent Strider at customer events, workshops, and industry conferences.
  • Deliver presentations on economic security, geopolitical risk, and strategic intelligence.
  • Contribute to the development of new advisory offerings, templates, and scalable client engagement models.

Why Join Strider?
  • Mission-Driven Work - Help leading organizations protect innovation and respond to evolving geopolitical threats.
  • Trusted Advisor Role - Work directly with executive leaders to solve complex security and intelligence challenges.
  • Continuous Learning - Collaborate with experts across intelligence, technology, and customer success while expanding your own expertise.
  • Meaningful Impact - Help shape how organizations operationalize strategic intelligence to make faster, more confident decisions.
  • Flexible Work Environment - Enjoy a hybrid work model, generous paid time off, and comprehensive benefits.

Benefits
Competitive Compensation
Company Equity Options
Flexible PTO
Wellness Reimbursement
US Holidays (Office Closed)
Paid Parental Leave
Comprehensive Medical, Dental, and Vision Insurance
401(k) Plan
Strider is an equal opportunity employer. We are committed to fostering an inclusive workplace and do not discriminate against employees or applicants based on race, color, religion, gender, national origin, age, disability, genetic information, or any other characteristic protected by applicable law. We comply with all relevant employment laws in the locations where we operate. This commitment applies to all aspects of employment, including recruitment, hiring, promotion, compensation, and professional development.

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