Spoke Director, Operations

Posted 2 Days Ago
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Charlotte, NC
In-Office
Mid level
Fintech
The Role
The Spoke Director, Operations is responsible for stakeholder communication, workflow governance, scheduling coordination, automation initiatives, and coordinating onboarding/offboarding within the organization.
Summary Generated by Built In

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.

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.

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

  • Quarterly Wellness stipend

  • Fertility benefits

  • Complete list of benefits here

CLA is currently seeking a Spoke Director, Operations with experience, to join our Spoke group in our Midwest, Northeast, Sunbelt, or West office.

This role is responsible for stakeholder communication, workflow governance, and scheduling coordination. This position ensures consistency and efficiency across recurring processes, facilitates automation initiatives, and partners with People Solutions to support onboarding and offboarding.

Job Responsibilities:
 

Stakeholder Communication & Engagement

  • Draft and distribute announcements to stakeholders regarding changes in processes, standards, or workflows.

  • Schedule meetings or coordinate alternative methods to collect feedback on operational updates.
     

Workflow Governance

  • Maintain version control of all documented processes used in standardized workflows for recurring tasks.

  • Update and manage resource materials for leaders, including playbooks and operational guides.
     

Scheduling & Coordination

  • Provide support to scheduling teams to ensure talent alignment with engagement priorities.

  • Project support across initiatives led by Spoke and CAAS leadership.
     

Automation & Technology Coordination

  • Submit and track IT requests for automation through designated channels (e.g., Citizen Developer program).

  • Liaise with automation partners to scope and implement process improvements.
     

Onboarding & Offboarding Support

  • Partner with People Solutions to coordinate onboarding and offboarding tasks for Spoke team members.
     

Job Requirements:
 

 6 years of relevant experience is required.

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

 Familiarity with Six Sigma methodologies, yellow belt or higher 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.

Top Skills

Automation Tools
Six Sigma Methodologies
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The Company
Century City, California
6,732 Employees
Year Founded: 2012

What We Do

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.

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