Managing Director - Wealth Management - Strategy and Operations
Irvineonsitedirector$200K – $250K
Posted today · via Workday
About this role
CLA is currently seeking a Managing Director – Wealth Strategy & Operations Why This Role Matters The next era of Wealth Advisory at CLA is being built right now, and this role will help shape what comes next. The Managing Director serves as a strategic advisor and operations partner to the Chief Wealth Officer, helping shape and advance the strategic priorities of CLA Wealth Advisory. This leader drives high-impact initiatives involving business transformation, growth, profitability, advisor effectiveness, and organizational scalability. Combining strategic thinking, executive influence, and operational discipline, this role turns complex business challenges into actionable solutions and measurable results.…
Read the full description on Clifton Larson Allen LLP's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is director-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Irvine. We weight your proximity and willingness to relocate.
Score yourself on this role.
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