$197,000 - $303,000; not specified; not specified ...
Wealth advisory practice growth
Client relationship management
Talent development and coaching
This role is a catalyst: connecting vision to execution, strategy to people, and clients to the full power of the CLA platform
Job Summary
This role is a catalyst: connecting vision to execution, strategy to people, and clients to the full power of the CLA platform.
You’ll lead the strategic expansion of your region—identifying high‑value markets, elevating advisor talent, and strengthening client relationships in ways that compound over time.
A national platform with local autonomy and a culture anchored in trust, collaboration, and shared success.
Matching Summary
This role is a catalyst: connecting vision to execution, strategy to people, and clients to the full power of the CLA platform.