Managing Wealth Advisory Director: Strategy and Operations - Irvine
1 day ago

Job summary
CLA is seeking a Managing Wealth Advisory Director to shape the future of wealth at CLA.This role oversees our Wealth Advisory operational infrastructure ensuring scalability efficiency in client service driving organizational growth operational discipline alignment with fiduciary mission.
The ideal candidate will have 10 years relevant financial services or wealth advisory experience required Financial Industry Regulatory Authority FINRA Series 7 24 and 65 licenses required Certified Financial Planner CFP designation preferred.
Job description
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.
Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.
Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Access all high-level positions and get the job of your dreams.
Similar jobs
Operations Strategy Execution Manager
1 month ago
As an Operations Strategy & Execution Manager you'll conduct detailed assessments of our current operation process on an ongoing and regular basis. · ...
Sr Analyst, Sales Strategy And Operation
2 weeks ago
Continuously monitor the effectiveness of sales programs and gather feedback from sales leaders. · ...
Sr Analyst, Sales Strategy And Operation
19 hours ago
Edwards Lifesciences LLC seeks Sr. Analyst, Sales Strategy and Operation - Surgical Structural Heart in Irvine, CA. · Continuously monitor the effectiveness of sales programs,gather feedback from sales leaders,and identify opportunities to drive added sales field focus and motiva ...
Sr Analyst, Sales Strategy And Operation
2 weeks ago
Edwards Lifesciences LLC seeks Sr. Analyst, Sales Strategy and Operation - Surgical Structural Heart in Irvine, · C.A. · Continuously monitor the effectiveness of sales programs · Gather feedback from sales leaders · ...
Strategy & Operations, Capital Projects
1 month ago
The Strategy & Operations, Capital Projects team is responsible for establishing and maintaining a strategic approach to Anduril's real estate footprint. The Associate will build and execute foundational strategies and processes for real estate initiatives including the developme ...
Director, Business Operations and Strategy
5 days ago
Vans es la marca original arraigada en el auténtico estilo del skateboarding. Nos impulsamos por nuestra misión para inspirar y empoderar a todos para vivir "Off The Wall" – abrazando el espíritu juvenil de libertad, no conformidad e incesante progreso. · ...
Strategy & Operations, Capital Projects
1 month ago
We are looking for an Associate to join our rapidly growing team in Costa Mesa. The specific accomplishments the person in this role should achieve within the first 12-18 months include developing strategic real estate plans and conducting thorough financial analyses for real est ...
Strategy & Operations, Capital Projects
1 month ago
The Strategy & Operations team is responsible for establishing a strategic approach to Anduril's real estate footprint. This role will build and execute foundational strategies for real estate initiatives including development acquisition operation and disposition. · Responsibili ...
Strategy & Operations, Capital Projects
1 month ago
The Strategy & Operations, Capital Projects team is responsible for establishing and maintaining a strategic approach to Anduril's real estate footprint. This role will build and execute foundational strategies and processes for real estate initiatives including the development, ...
Director, Business Operations and Strategy
5 days ago
Vans is the original brand rooted in the authentic lifestyle of skateboarding. We are driven by our mission to inspire and empower everyone to live Off The Wall – embracing the youthful spirit of freedom, non-conformity, and relentless progression. · ...
Operational Strategy
1 day ago
The Operational Strategy & Leadership Program involves developing leadership skills in Operations by participating in on-the-job experiences and leading projects. · Design and implement process improvements. · Present results of projects with senior leadership team. · ...
Strategy & Operations, Capital Projects
4 days ago
We are looking for an Associate to join our rapidly growing team in Costa Mesa, CA. · This role will build and execute foundational strategies and processes for real estate initiatives including the development, acquisition, operation and disposition of assets. · Develop Strategi ...
Vans is the original brand rooted in the authentic lifestyle of skateboarding. We are driven by our mission to inspire and empower everyone to live 'Off The Wall' – embracing the youthful spirit of freedom, non-conformity, and relentless progression. · ...
We are looking for someone to lead our ever-growing real estate portfolio from finding new test sites and constructing new factories to designing laboratory space and utilizing our nation-wide footprint efficiently. · We're a small but mighty team of business generalists who enab ...
At Vans we know you expect as much from us as we do from you. That is why we make a commitment to support and grow our people. We offer extensive development and growth opportunities for your current and future positions, · a competitive compensation package, · and a strong benef ...
The next era of wealth at CLA is being built right now—and this role is at the center of it. · We are seeking a Managing Wealth Advisory Director: Strategy and Operations. · This role will oversee our Wealth Advisory operational infrastructure, · ensuring scalability, efficiency, ...
We're looking for someone to lead our ever-growing real estate portfolio from finding new test sites and constructing new factories to designing laboratory space and utilizing our nation-wide footprint efficiently. · Own our division's nation-wide real estate portfolio across off ...
Anduril Industries is a defense technology company with a mission to transform U.S. and allied military capabilities with advanced technology. · ...
Sr Engineer, IT Enterprise Operations
19 hours ago
Optimize sales strategies for electric trucks & vehicles. · ...
General Manager
2 days ago
The Malin delivers carefully crafted environments that empower members to achieve their best work. · The role of General Manager at The Malin encompasses overseeing all aspects of the business, with a keen focus on driving revenue and fostering community connections. · ...