Regional Director - Wealth Advisory - East

Job description

CLA is currently seeking a Regional Director to join our West Region in our Wealth Advisory Practice. Why This Role Matters: The next era of wealth at CLA is being built right now—and this role is at the center of it. As a Regional Director - Wealth Advisory, you will be stepping into a transformative leadership opportunity that shapes how we serve clients, grow markets, and elevate the entire Wealth platform. Our firm is on a multi‑year journey to scale the Wealth Advisory practice with intention, discipline, and heart. This role is a catalyst: connecting vision to execution, strategy to people, and clients to the full power of the CLA platform. If you are energized by growth, inspired by developing exceptional talent, and eager to leave a lasting mark on a business poised for expansion—this is your arena. What Makes the CLA Platform Distinctive A Truly Integrated Enterprise: Unlike traditional RIAs, CLA’s Wealth Advisory practice is embedded into one of the largest professional services firms in the country. This creates: Seamless cross‑service collaboration with tax, assurance, valuation, outsourcing, and consulting. A deeper bench of technical expertise to support complex clien...