Managing Wealth Advisory Director: Strategy and Operations

CliftonLarsonAllen LLP(9 days ago)

Irvine, CAOnsiteFull TimeSenior$225,000 - $400,000Wealth Advisory

About this role

The Managing Wealth Advisory Director at CLA is a senior leadership role focused on shaping the company's strategy and operations within its Wealth Advisory practice. The role involves overseeing operational infrastructure, driving growth initiatives, and fostering a culture of excellence in client service and team development.

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Required Skills

Leadership
Strategic Planning
Client Advisory
Financial Planning
Team Management
Compliance
Wealth Management
Operations
Technology Adoption
Risk Management

Qualifications

10 years of relevant financial services experience
FINRA Series 7, 24, 65 licenses
Bachelor's degree in Accounting, Finance, or related field

About CliftonLarsonAllen LLP

claconnect.com

One North is a technology-focused company that offers innovative solutions and services, primarily targeted at enhancing operational efficiency for businesses. Their expertise lies in providing tailored digital transformation strategies, data management, and analytics services. With a strong commitment to leveraging modern technology, One North empowers organizations to navigate their growth and innovation effectively.

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