AI Strategy Director
CliftonLarsonAllen Wealth Advisors, LLC
CLA 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.
We are seeking a AI Strategy Director. This role leads the design and delivery of end to end AI strategy engagements, guiding clients from opportunity identification and solution architecture through deployment and optimization while translating complex AI concepts into executive level decisions. They build trusted client relationships, directs cross functional teams, manages engagement risks and outcomes, and advances the firm’s AI capabilities through thought leadership and business development.
Essential Job Functions
- Lead the design and delivery of end-to-end AI strategy engagements, from opportunity identification and solution architecture through deployment and ongoing optimization
- Develop and set director for AI strategy approaches that translate complex AI concepts into clear, executive level insights and decisions.
- Advise and guide clients to align AI initiatives with business strategy, risk tolerance, regulatory requirements, and organizational readiness.
- Build trusted relationships with senior client stakeholders (Director, VP, C-suite).
- Oversee the planning, execution, and delivery of multiple AI engagements, ensuring quality outcomes and client expectations are met.
- Direct and coordinate cross-functional teams (Data Science, Engineering, Risk, Legal, Cyber, Digital Operations) to deliver integrated solutions.
- Monitor engagement risks, dependencies, and decision points, implementing mitigation strategies as needed.
- Develop and advance AI frameworks, methodologies, and thought leadership, informed by evolving AI trends and regulations.
- Support firm growth and market presence through business development, identification of follow on opportunities, and representing the firm’s AI capabilities.
Requirements
- Experience 6 years of relevant experience required.
- Education Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
- Certifications / Licenses None required.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
If you require reasonable accommodation when completing an application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please contact View email address on click.appcast.io
Start your inspired career
When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well‑being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
About CLA
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC‑registered investment advisor.
Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well‑being.
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