Strategic Tech Partner for Outsourcing Solutions

CliftonLarsonAllen Wealth Advisors, LLC; Northern (KY); Hybrid; USD 110,000 - 150,000; Full time

Job summary

CLA Wealth Advisors, LLC in the United States seeks a Business Relationship Manager focused on Outsourcing to bridge Outsourcing leadership with technology teams. You will drive technology strategy, automation, and partnerships to improve service delivery and client value, collaborating across solutions, IT, security, and partners.

This role emphasizes experience at the intersection of technology and professional services and requires strong stakeholder management to align business and IT

Qualifications

• Seven (7) years of relevant experience.
• Experience at the intersection of technology and accounting, finance, outsourcing, or professional services.
• Experience with Outsourcing, CAAS, client accounting, or finance transformation preferred.
• Ability to translate business requirements into technology needs and communicate technical concepts to non-technical stakeholders.

Responsibilities

• Build trusted, consultative relationships with outsourcing leadership and key stakeholders.
• Translate business needs into actionable technology initiatives aligned with CLA's strategy.
• Evaluate emerging technologies for automation, process improvement, and digital enablement.
• Collaborate across IT portfolio, infrastructure, security, enterprise architecture, and other teams.
• Manage relationships with technology vendors and external partners supporting Outsourcing operations.

Skills

Technology strategy

Stakeholder management

Outsourcing

Vendor management

Communication

Job description

CLA Wealth Advisors, LLC in the United States seeks a Business Relationship Manager focused on Outsourcing to bridge Outsourcing leadership with technology teams. You will drive technology strategy, automation, and partnerships to improve service delivery and client value, collaborating across solutions, IT, security, and partners.

This role emphasizes experience at the intersection of technology and professional services and requires strong stakeholder management to align business and IT