Associate Director leading innovation initiatives for LGBTQ+ health at Penn. Overseeing project execution and sustainability strategies to improve health outcomes.
About the role
- Regional Wealth Director leading strategic growth and talent development for CLA's Wealth Advisory Practice in California. Define market strategies and ensure quality advisor performance for client success.
Responsibilities
- Lead the strategic expansion of your region—identifying high‑value markets, elevating advisor talent, and strengthening client relationships.
- Shape the next generation of wealth leaders by coaching advisors to ensure they are driving net new AUM.
- Review advisor books of businesses for quality and resource management.
- Recommend advisor compensation given their results and quality elements.
- Expand capacity through strategic hiring and talent development.
- Build a performance culture rooted in accountability.
- Serve as the bridge between local market insights and national Wealth strategy.
Requirements
- 10 years of relevant financial services or wealth advisory experience required
- Demonstrated experience leading, coaching, or supervising financial professionals.
- Strong background in financial planning, investment management, and client advisory.
- Bachelor's degree required.
- Combination of relevant experience, education, and training may be accepted in lieu of a degree.
- Bachelor's degree in Accounting, Finance, or related field preferred
- Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 65 licenses required (or equivalent registrations)
- Certified Financial Planner™ (CFP®) designation preferred
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401k
- Paid time off
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Associate Director of Biostatistics leading clinical biostatistics globally in drug development. Collaborating with cross - functional teams and mentoring statisticians for innovative statistical methods.
Associate Director leading medical information strategy for Regeneron’s therapeutic areas. Managing tactical execution of medical affairs plans and providing scientific support for healthcare professionals.
Executive Director leading oncology asset development and drug strategy at a healthcare company. Responsible for strategies across all phases from discovery to reimbursement.
Associate Director driving Lean Transformation and Continuous Improvement in a global healthcare leader. Engaging with business leaders to enhance operational performance across multiple sites.
Associate Director for Contracts providing senior - level leadership in negotiating complex research agreements. Overseeing compliance and operational procedures in grants and contracts within Rice University.
Director overseeing eDiscovery delivery operations at Kroll in India. Leading a high - performing team for complex investigations and litigation support.
Regional Director of Outreach leading the outreach team in the Southeast US, focusing on behavioral health relationships and ensuring strategic goals are met. Responsibilities include team development, outreach strategy, and stakeholder engagement.
Director managing strategic advocacy initiatives to ensure patient access for Johnson & Johnson Innovative Medicine. Developing partnerships and executing plans to shape healthcare policies affecting access.
Regional Director managing Cardiovascular sales and clinical teams within D.C./Virginia. Aiming to improve patient outcomes while achieving sales growth in medical device sector.