CliftonLarsonAllen is seeking a Managing Director to lead Wealth Strategy & Operations, partnering with the Chief Wealth Officer to shape priorities and drive execution across the Wealth Advisory practice. This role delivers strategic initiatives, operating-model design, and growth programs in a large, capable firm.
The position emphasizes transforming operations, improving advisor productivity, and delivering measurable results with executive influence across a broad range of initiatives.
#J-18808-LjbffrExecutive Leader, Wealth Strategy & Operations in minneapolis at Unknown Company
This position is listed as full time and onsite.