Wealth Strategy & Operations Managing Director

CliftonLarsonAllen Wealth Advisors, LLC; Irvine, Northern (CA, KY); Hybrid; USD 200,000 - 250,000; Full time

Benefits offered by this job

Discretionary bonuses

Comprehensive benefits

Job summary

CLA is seeking a Managing Director – Wealth Strategy & Operations to partner with the Chief Wealth Officer, shaping strategic priorities and driving cross-functional initiatives across the Wealth Advisory practice.

The role leads business transformation, growth, profitability, advisor productivity, and organizational scalability, turning complex challenges into actionable solutions with measurable results. California market focus with discretionary bonus potential.

Qualifications

• 10+ years of relevant experience required.
• Bachelor's degree required; combination of experience and training may be accepted in lieu of a degree (Accounting, Finance, Business, Economics, or related field highly preferred).
• FINRA Series 7, 24, and 65 licenses required (or equivalent).
• CFP designation preferred.
• Leadership experience in Wealth Advisory, wealth management, or financial services, with a proven record of transforming operations and driving growth.
• Proven success leading complex strategic initiatives involving wealth advisory, operating model design, growth strategy, and organizational effectiveness.
• Experience within an RIA, wealth management firm, broker-dealer, private wealth platform, or wealth advisory consulting firm; client segmentation, pricing strategy, advisor productivity and transformation initiatives experience required.

Responsibilities

• Partner closely with the Chief Wealth Officer to evaluate opportunities and drive strategic priorities of CLA Wealth Advisory.
• Lead cross-functional projects from assessment to implementation and adoption.
• Develop business cases, financial analyses, and strategic recommendations.
• Advise on business strategy, operating models, and organizational design to improve client experience and advisor productivity.
• Drive growth, transformation, profitability, and scalability across the Wealth business.

Skills

Leadership experience

Strategic thinking

Analytical skills

Problem-solving

Executive communication

Wealth advisory knowledge

Education

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

Tools

FINRA Series 7, 24, 65 licenses

CFP designation

Job description

CLA is seeking a Managing Director – Wealth Strategy & Operations to partner with the Chief Wealth Officer, shaping strategic priorities and driving cross-functional initiatives across the Wealth Advisory practice.

The role leads business transformation, growth, profitability, advisor productivity, and organizational scalability, turning complex challenges into actionable solutions with measurable results. California market focus with discretionary bonus potential.