CLA is seeking a Regional Director for their Wealth Advisory Practice to drive strategic growth and enhance client relationships in the East region. The role emphasizes leadership in expanding market presence, developing advisors, and ensuring high-quality client service
Job Summary
This role serves as a catalyst connecting vision to execution while shaping how the firm serves clients and grows markets.
The successful candidate will lead strategic expansion by identifying high-value markets and elevating advisor talent through coaching and hiring.
Candidates must ensure flawless adherence to fiduciary, regulatory, and risk standards while delivering holistic high-value planning to clients.
Matching Summary
Match Score: 85
CLA is seeking a Regional Director for their Wealth Advisory Practice to drive strategic growth and enhance client relationships in the East region. The role emphasizes leadership in expanding market presence, developing advisors, and ensuring high-quality client service.
Salary
Base: $197,000 - $303,000 (California); Bonus/Equity: Competitive compensation with performance incentives; Benefits: Health, dental, vision, 401k and comprehensive options