Client Relationship Leader

CliftonLarsonAllen Wealth Advisors, LLC; King of Prussia (PA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible PTO

Up to 12 weeks parental leave

Paid Volunteer Time Off

Mental health coverage

Fertility benefits

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Client Relationship Leader to expand and deepen client relationships within our CAAS practice in Philadelphia. You will partner with the Managing Principal and Outsourcing Client Service Team to drive business development, service delivery, and strategic account growth.

The role requires a genuine entrepreneurial spirit, a client services mindset, and the ability to engage senior executives while advancing local networking and community

Qualifications

• Ten years of work experience, including Big Four audit or public accounting exposure.
• Bachelor’s degree in accounting, finance, business, or related field required.
• CPA certification preferred but not required.

Responsibilities

• Expand existing client relationships and develop new ones in the community.
• Collaborate with Managing Principal and Outsourcing Client Service Team to drive business and services.
• Recognize opportunities, problem-solve, and close business at targeted accounts.
• Implement sales strategy for new prospects, prepare client presentations, and network locally.
• Project manage engagements to meet client needs and maintain sales activities in CRM.

Skills

Relationship building

Business development

Client services

Interpersonal skills

Education

Bachelor's degree in accounting/finance/business

Tools

CRM software

PowerPoint/presentations

Job description

## Client Relationship LeaderApplylocations: King of Prussia, PAtime type: Full timeposted on: Posted Todayjob requisition id: R17688CLA is a top 10 national professional services firm where **our purpose is to** ***create opportunities*** every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.**About the role:**CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Philadelphia. CAAS provides customized accounting support on an interim and project basis for our clients – public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients.**As a Client Relationship Leader, you will:*** Expand existing client relationships as well as build your network to develop new relationships in the community.* Work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings.* Recognize opportunities, problem solve and close business, especially at strategically targeted accounts.* Implement a sales strategy for new account prospects, prepare client presentations, and attend local and regional networking events representing CLA.* Effectively project manage ongoing engagements to meet client needs.* Maintain business development targets and sales activities in CRM.**What you will need:*** A minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting as well as industry experience.* A bachelor’s degree in accounting, finance, business, or related field required.* CPA certification is preferred but not required.* A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives.* Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members.**Our Perks:*** Flexible PTO (designed to offer flexible time away for you!)* Up to 12 weeks paid parental leave* Paid Volunteer Time Off* Mental health coverage* Fertility benefits#LI-EG2 #LI-Hybrid