Strategic IT Relationship Manager – Assurance

CliftonLarsonAllen Wealth Advisors, LLC; Charlotte (NC); Hybride; USD 120 000 - 150 000; Plein temps

Résumé du poste

CliftonLarsonAllen Wealth Advisors, LLC in Charlotte, NC seeks a Business Relationship Manager to manage strategic technology needs for Assurance, Tax, Outsourcing and other service lines. You will engage stakeholders, translate business priorities into IT initiatives, and drive digital transformation with cross-functional teams.

The role emphasizes governance, vendor management, and external partnerships to optimize enterprise technology delivery and impact.

Qualifications

• 7 years of relevant experience required.
• Bachelor's degree required; combination of education and experience may be considered.
• Experience with Assurance, Tax and Outsourcing software preferred.
• Strong leadership and stakeholder management abilities.
• Excellent communication, facilitation and presentation skills.
• Ability to influence decision-making in a fast-paced environment.

Responsabilités

• Build and maintain trusted stakeholder relationships across service groups.
• Translate business needs into actionable IT initiatives aligned to technology strategy.
• Monitor emerging technology trends and identify opportunities for innovation.
• Oversee vendor performance and participate in renewals and negotiations.
• Collaborate with IT and business units to deliver technology solutions.

Connaissances

Stakeholder Engagement

Technology Strategy

Vendor Management

Cross-Functional Collaboration

Communication

Executive Presence

Problem Solving

Formation

Bachelor's degree

Outils

Audit workflow tools

Tax compliance systems

Client portal technologies

Practice management

Description du poste

CliftonLarsonAllen Wealth Advisors, LLC in Charlotte, NC seeks a Business Relationship Manager to manage strategic technology needs for Assurance, Tax, Outsourcing and other service lines. You will engage stakeholders, translate business priorities into IT initiatives, and drive digital transformation with cross-functional teams.

The role emphasizes governance, vendor management, and external partnerships to optimize enterprise technology delivery and impact.