Fulfillment Operations Specialist ensuring real - time order fulfillment by coordinating with service providers at LoadUp. Manage logistics and provide support in a fast - paced, tech - enabled environment.
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Hybrid Managing Wealth Advisory Director – Strategy and Operations
Posted last week
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.
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