CliftonLarsonAllen LLP logo

Director of Spoke, Operations

CliftonLarsonAllen LLP
  • Appleton, WI
    3 days ago

    Job Description

    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 9,000 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:

    This role is responsible for managing operational functions for services supported by The Spoke. This role involves managing day-to-day activities, ensuring operational efficiency, and aligning Spoke operations with overall firm strategy. Leads teams to optimize processes, improve service delivery, and maintain compliance with firm policies and industry regulations. Additionally, this position partners with Spoke Service Management and Spoke leadership to support operational excellence.

    As a Director you will be responsible for:

    • Oversee and optimize core operational functions to ensure efficiency, scalability, and quality of service delivery.
    • Manage hiring, training, mentoring, and developing high-performing teams and future leaders, tailored to service line needs.
    • Collaborate with clients and Spoke Leadership to understand business priorities, define objectives, establish measurable outcomes, and develop process documentation and budget estimates for operational planning.
    • Execute communication strategies that articulate the vision, operational strategy, and performance goals for the Spoke Operations team.
    • Ensure adherence to legal, regulatory, and internal control requirements in alignment with firm and service line standards.
    • Build and maintain strong, trust-based relationships with service line stakeholders to foster collaboration and alignment.
    • Partner with Spoke Service Management to implement initiatives that enhance service quality and delivery, leveraging frameworks such as Lean Six Sigma and Agile methodologies.
    • Drive collaboration and integration across teams and with stakeholders to ensure seamless execution of operational priorities.

    What you will need:

    • 8 years of relevant experience is required.

    • Supervisory or management experience preferred.

    • Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.

    • Six Sigma certification preferred.

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    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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    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.

    To view a complete list of benefits, click here.

    Numbers & Facts

    LocationAppleton, WI
    IndustryAccounting and Auditing Services
    Company Size1,500 to 1,999 employees
    Year Founded2012
    Websitehttp://www.claconnect.com/

    About Company

    CliftonLarsonAllen (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help enhance our client's enterprise value and assist them in growing and managing their related personal assets - all the way from startup to succession and beyond.Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With nearly 4,000 people, 90 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

    Skills

    • Agile Programming Methodologiesunmatched
    • Budgetingunmatched
    • Communication Skillsunmatched
    • Consultingunmatched
    • Customer Support/Serviceunmatched
    • Documentationunmatched
    • Leadershipunmatched
    • Lean Six Sigmaunmatched
    • Maintain Complianceunmatched
    • Mentoringunmatched
    • Operational Strategyunmatched
    • Operational Supportunmatched
    • Operations Managementunmatched
    • Operations Planningunmatched
    • Outsourcingunmatched
    • People Managementunmatched
    • Process Developmentunmatched
    • Process Improvementunmatched
    • Professional Servicesunmatched
    • QoS (Quality of Service)unmatched
    • Regulationsunmatched
    • Regulatory Complianceunmatched
    • Service Deliveryunmatched
    • Six Sigma Certificationunmatched
    • Team Lead/Managerunmatched

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