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Wealth Strategy & Operations Managing Director
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-08-30
Listing for:
CliftonLarsonAllen Wealth Advisors, LLC
Full Time
position Listed on 2026-08-30
Job specializations:
-
Management
Corporate Strategy, Operations Management -
Business
Corporate Strategy, Operations Management
Job Description & How to Apply Below
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.
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