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CliftonLarsonAllen Wealth Advisors, LLC

Client Relationship Leader — CAAS Growth & Partnerships

northern, KY

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About this opportunity

CliftonLarsonAllen Wealth Advisors, LLC lists this Client Relationship Leader — CAAS Growth & Partnerships opportunity in northern, Kentucky. Review the employer’s description below for duties, qualifications and application requirements.

Job description

CliftonLarsonAllen Wealth Advisors, LLC in Tennessee is seeking a Client Relationship Leader for our CAAS practice to grow client relationships and lead strategic engagements. You will work with the Managing Principal and Outsourcing Client Service Team to drive business development, identify opportunities, and present tailored solutions to senior executives.

A minimum of 10 years of experience, a bachelor’s in accounting/finance, and CPA are preferred, with a strong client-delivery mindset and

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