Director of Guest Experience leading the Guest Concierge team in a skincare company. Transforming guest experiences and driving engagement through personalized, data - informed strategies.
About the role
- Regional Wealth Director overseeing strategic expansion and advisor excellence in the East Region. Leading the Wealth Advisory practice with a focus on growth and client-centric excellence.
Responsibilities
- Lead the strategic expansion of your region
- Identify high-value markets and elevate advisor talent
- Shape the next generation of wealth leaders through coaching
- Model CLA’s promise and create career paths for advisors
- Serve as a bridge between local market insights and national Wealth strategy
- Strengthen the operational foundation for scalable growth
Requirements
- 10 years of relevant financial services or wealth advisory experience required
- Demonstrated experience leading, coaching, or supervising financial professionals
- Strong background in financial planning, investment management, and client advisory
- Bachelor’s degree required
- FINRA Series 7, 24, and 65 licenses required (or equivalent)
- CFP® designation preferred
Benefits
- Health, dental, and vision insurance
- 401k plans
- Performance incentives
- Wellness programs
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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