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Job description
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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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.