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Wealth Management

Wealth Advisory Director: Strategy & Operations Leader

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: CliftonLarsonAllen LLP
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 225000 - 400000 USD Yearly USD 225000.00 400000.00 YEAR
Job Description & How to Apply Below
A leading professional services firm seeks a Managing Wealth Advisory Director to oversee operations and drive growth in its Wealth Advisory practice. The role involves strategic leadership, ensuring operational efficiency, and developing teams. Candidates should have over 10 years in financial services, hold FINRA licenses, and have a strong background in financial planning and client service. The position offers competitive compensation and a comprehensive benefits package, based in Minneapolis or nearby offices.
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