Strategist jobs in United States

Explore 168 matching jobs.

U.S. Bank

Wealth Strategist

U.S. Bank

Posted: 10/20/2026
CrowdStrike

Principal Technical Strategist – NextGen

CrowdStrike

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CloudCyber Security
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Meta Ads Strategist

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Ads Strategist

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Posted: 10/20/2026
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Ads Strategist

Clients Blackbox, Inc.

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Clients Blackbox, Inc.

Meta Ads Strategist

Clients Blackbox, Inc.

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Ads Strategist

Clients Blackbox, Inc.

Posted: 10/20/2026
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Ads Strategist

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Posted: 10/20/2026
Persona

Product Deployment Strategist

Persona

Posted: 10/20/2026
Brillio

Forward Deployed Strategist

Brillio

Posted: 10/20/2026
ELB Learning

Senior Learning Strategist

ELB Learning

Posted: 10/19/2026
Veterinary United

Client Ambassador, Strategist

Veterinary United

Posted: 10/17/2026
TRM Labs

Deployment Strategist, Public Sector – Law Enforcement

TRM Labs

Posted: 10/16/2026
PNC

Senior Wealth Strategist

PNC

Posted: 10/16/2026
PNC

Business Strategist

PNC

Posted: 10/16/2026
dentsu Austria

Senior Strategist, Integrated Strategy

dentsu Austria

Posted: 10/16/2026
Runlayer

Deployment Strategist

Runlayer

Posted: 10/16/2026
AWSKubernetesSQLTerraform
Onebrief

Principal Contracts Strategist – Pre-Award

Onebrief

Posted: 10/16/2026
M&T Bank

Senior Wealth Strategist

M&T Bank

Posted: 10/15/2026
U.S. Bank

Wealth Strategist

U.S. Bank
Posted 10/20/2026full-timeUnited StatesSeniorLead💰 $159,970 - $188,200 per yearWebsite
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Core Competencies

Role fit
Core Competencies

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Demonstrates extensive expertise in wealth planning, estate planning, and fiduciary advice for high-net-worth clients, leveraging strong sales acumen and effective communication skills to build and deepen client relationships.

Highest-signal resume keywords
Wealth Planning ExperienceEstate Planning ExpertiseFiduciary Products KnowledgeSales And Business Development AcumenEffective Communication Skills

About the role

Key responsibilities & impact
  • Work with Private Wealth Advisor to develop and bring new client relationships generally above $10MM net worth into Private Wealth Management
  • Help with client discovery and work with wealth management specialists to deepen and broaden relationships with existing clients
  • Work closely with relationship team members to meet clients' wealth planning, estate planning and wealth transfer needs
  • Serve as a subject matter expert in estate and income tax planning, protection planning, business succession planning, philanthropic strategies, and trust and fiduciary advice
  • Leverage knowledge of U.S. Bank wealth products, including fiduciary products, to identify and implement strategies with clients' external and internal advisors
  • Grow the PWM business within assigned market using an established professional network in the local and/or regional market

Requirements

What you’ll need
  • Bachelor's degree, or equivalent work experience
  • Typically at least 10 years of wealth planning experience with high/ultra-high net worth clients
  • Broad knowledge of fiduciary, tax or estate planning products, services, and strategies
  • Experience drafting or reviewing estate or business documents
  • Strong sales and business development acumen
  • Considerable tact, diplomacy and people skills
  • Effective verbal and written communication skills
  • JD, CPA, CTFA, CFP and/or advanced degree

Benefits

Comp & perks
  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
  • Incentive and recognition programs
  • Equity stock purchase
  • 401(k) contribution and pension

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Wealth ManagementEstate PlanningTax PlanningBusiness Succession PlanningPhilanthropic StrategiesTrust And Fiduciary AdviceDocument DraftingBusiness Document Review
Soft Skills
TactDiplomacyPeople Skills
Tools & Technologies
U.S. Bank Wealth Products
Certifications & Qualifications
JDCPACTFACFP
Industry Keywords
High Net Worth ClientsWealth Transfer NeedsClient DiscoveryProfessional Network