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.
#J-18808-LjbffrWealth Strategy & Operations Managing Director in irvine at Unknown Company
This position is listed as full time and onsite.