CLA is seeking a Managing Director to lead Wealth Strategy & Operations and partner with the Chief Wealth Officer to shape and advance CLA Wealth Advisory. This leader drives transformation, growth, profitability, advisor productivity, and scalability, turning complex business challenges into actionable solutions with measurable results.
The role emphasizes strategic leadership, cross-functional execution, and collaboration across tax, consulting, and other advisory services within CLA.
#J-18808-LjbffrExecutive MD, Wealth Strategy & Operations in irvine at Unknown Company
This position is listed as full time and onsite.