Client Relationship Leader
CliftonLarsonAllen Wealth Advisors, LLC
- # Client Relationship LeaderApplylocations: King of Prussia, PAtime type: Full timeposted on: Posted Todayjob requisition id: R17688CLA is a top 10 national professional services firm where **our purpose is to** ***create opportunities*** every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.**About the role:**CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Philadelphia. CAAS provides customized accounting support on an interim and project basis for our clients – public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients.**As a Client Relationship Leader, you will:*** Expand existing client relationships as well as build your network to develop new relationships in the community.* Work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings.* Recognize opportunities, problem solve and close business, especially at strategically targeted accounts.* Implement a sales strategy for new account prospects, prepare client presentations, and attend local and regional networking events representing CLA.* Effectively project manage ongoing engagements to meet client needs.* Maintain business development targets and sales activities in CRM.**What you will need:*** A minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting as well as industry experience.* A bachelor’s degree in accounting, finance, business, or related field required.* CPA certification is preferred but not required.* A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives.* Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members.**Our Perks:*** Flexible PTO (designed to offer flexible time away for you!)* Up to 12 weeks paid parental leave* Paid Volunteer Time Off* Mental health coverage* Fertility benefits#LI-EG2 #LI-Hybrid
- J-18808-Ljbffr CliftonLarsonAllen Wealth Advisors, LLC
Vacancy posted 4 days ago
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