Executive Leader, Wealth Strategy & Operations

CliftonLarsonAllen; Minneapolis (MN); On-site; USD 200,000 - 250,000; Full time

Job summary

CliftonLarsonAllen is seeking a Managing Director to lead Wealth Strategy & Operations, partnering with the Chief Wealth Officer to shape priorities and drive execution across the Wealth Advisory practice. This role delivers strategic initiatives, operating-model design, and growth programs in a large, capable firm.

The position emphasizes transforming operations, improving advisor productivity, and delivering measurable results with executive influence across a broad range of initiatives.

Qualifications

• 10+ years of relevant experience; leadership in wealth advisory or financial services preferred.
• Bachelor's degree in Accounting, Finance, Business, Economics, or related field required; CFP preferred.
• FINRA Series 7, 24, and 65 licenses required (or equivalent).

Responsibilities

• Partner with the Chief Wealth Officer to evaluate opportunities and drive strategic priorities.
• Lead complex, cross-functional projects from assessment through implementation and adoption.
• Develop business cases, financial analyses, and strategic recommendations.
• Serve as trusted advisor on strategy, operating models, client experience, and growth initiatives.
• Drive profitability, advisor productivity, and organizational effectiveness across Wealth.

Skills

Wealth management leadership

Strategic thinking

Cross-functional leadership

Financial analysis

Problem solving

Executive influence

Education

Bachelor's degree in Accounting, Finance, Business, Economics, or related field

Job description

CliftonLarsonAllen is seeking a Managing Director to lead Wealth Strategy & Operations, partnering with the Chief Wealth Officer to shape priorities and drive execution across the Wealth Advisory practice. This role delivers strategic initiatives, operating-model design, and growth programs in a large, capable firm.

The position emphasizes transforming operations, improving advisor productivity, and delivering measurable results with executive influence across a broad range of initiatives.