Executive Leader, Wealth Strategy & Operations
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-09-03
Listing for:
CliftonLarsonAllen
Full Time
position Listed on 2026-09-03
Job specializations:
-
Management
Corporate Strategy, Operations Management, Change Management, Project & Program Management
Job Description & How to Apply Below
Clifton Larson Allen is seeking a Managing Director to lead Wealth Strategy & Operations, partnering with the Chief Wealth Officer to shape priorities and drive execution across the Wealth Advisory practice. This role delivers strategic initiatives, operating-model design, and growth programs in a large, capable firm.
The position emphasizes transforming operations, improving advisor productivity, and delivering measurable results with executive influence across a broad range of initiatives.
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