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Wealth Management

Wealth Advisory Strategy & Operations Director

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: CliftonLarsonAllen
Full Time position
Listed on 2026-02-19
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 in Minneapolis seeks a Managing Wealth Advisory Director to oversee operations and drive strategic growth. The ideal candidate will have 10+ years of experience in financial services, hold relevant FINRA licenses, and a Bachelor's degree in Finance or Accounting. You will partner with executives to define the firm's vision, enhance client service, and foster a culture of performance.

This role offers a competitive compensation range of $225,000 - $400,000, with extensive benefits and development opportunities.
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