Branch Complex Director leading branch operations and teams of Financial Advisors at Wells Fargo Advisors. Focusing on organic growth and staff management in Florham Park, NJ and surrounding areas.
About the role
- Client Relationship Director for CLA's CAAS practice, focused on maintaining and expanding client relationships and business development in California.
Responsibilities
- Maintain and expand existing client relationships.
- Build your network to develop new relationships in the community (Big Four and regional Audit Partners, Senior Audit Managers, Chief Financial Officers, Controllers, and others).
- Project manage ongoing engagements to meet client needs.
- Recognize opportunities, problem solve and close business, especially at strategically targeted accounts.
- Demonstrate exceptional client service and genuine interest in making a difference for our clients, while growing CAST revenue.
- Maintain business development targets and sales activities in CRM.
- Represent CLA at networking events and in public forums.
Requirements
- A minimum of 8 years of work experience.
- Big Four Audit Manager or other public accounting as well as industry experience is preferred.
- A bachelor’s degree in accounting, finance, business, or related field required.
- CPA certification is preferred but not required.
- A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives.
- Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members.
Benefits
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
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