Hybrid Managing Wealth Advisory Director – Strategy and Operations

at CLA (CliftonLarsonAllen)

• Job title: Managing Wealth Advisory Director – Strategy and Operations
• Job type: Full Time
• Experience level: Lead
• Salary: $225,000 - $400,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Irvine, United States

About the role

• Managing Director overseeing Wealth Advisory operational infrastructure at CLA. Driving organizational growth, mentoring teams, and executing firm-wide strategies for client success.

Responsibilities

• Oversee our Wealth Advisory operational infrastructure, ensuring scalability, efficiency, and excellence in client service.
• Drive organizational growth, operational discipline, and alignment with the firm’s fiduciary mission.
• Partner with the Chief Wealth Officer to define and execute the firm’s vision and long-term strategy.
• Oversee daily operations across all business units, including client service, technology, and advisor support.
• Lead, mentor, and develop operational teams.
• Collaborate with the CFO to monitor financial performance and ensure operational decisions support profitability.

Requirements

• 10 years of relevant financial services or wealth advisory experience required.
• Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 65 licenses required (or equivalent registrations).
• Certified Financial Planner™ (CFP®) designation preferred.
• Depth in wealth advisory leadership, with a clear record of team and business growth.
• Demonstrated experience leading, coaching, or supervising financial professionals.
• Strong background in financial planning, investment management, and client advisory.
• Strong strategic thinking paired with operational discipline.
• A passion for client service and the craft of advisory excellence.
• Willingness to travel within your region; presence in a high‑value market strongly preferred.
• Bachelor’s degree required.
• Combination of relevant experience, education, and training may be accepted in lieu of a degree (Bachelor’s degree in Accounting, Finance, or related field preferred).

Benefits

• Competitive executive compensation package, including base salary, performance incentives, and potential equity participation.
• Comprehensive benefits package (health, dental, vision, retirement plans).
• Professional development and leadership growth opportunities.
• Collaborative, mission-driven culture focused on client success.