Wealth Strategy & Growth Director

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

Benefits offered by this job

Discretionary bonuses

Comprehensive benefits

Job summary

CLA (CliftonLarsonAllen) seeks a Managing Director – Wealth Strategy & Operations to advance CLA Wealth Advisory's strategic priorities. You will partner with the Chief Wealth Officer to drive growth, profitability, advisor productivity, and organizational scalability through high-impact cross-functional initiatives.

This role blends strategic leadership with execution, delivering business cases, financial analyses, and implementation plans that transform operating models and client

Qualifications

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

Responsibilities

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

Skills

Leadership

Strategy

Wealth Advisory

Executive Influence

Education

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

Tools

FINRA Series 7/24/65

CFP designation

Job description

CLA (CliftonLarsonAllen) seeks a Managing Director – Wealth Strategy & Operations to advance CLA Wealth Advisory's strategic priorities. You will partner with the Chief Wealth Officer to drive growth, profitability, advisor productivity, and organizational scalability through high-impact cross-functional initiatives.

This role blends strategic leadership with execution, delivering business cases, financial analyses, and implementation plans that transform operating models and client