DIRECTOR, PRIVATE WEALTH CLIENT SERVICES

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

This role requires a high degree of flexibility and adaptability, including the ability to travel extensively across the country on short notice, sometimes for multiple weeks at a time. As a front-line culture ambassador, you will play a critical role in integrating new teams into the organization, ensuring alignment with our core values and standards from day one. The position involves leading comprehensive onboarding processes for new clients, often across multiple custodians, requiring a strong understanding of operational workflows and client service protocols. Success in this role demands exceptional communication skills, a proactive approach to relationship building, and the ability to thrive in a fast-paced, high-intensity work environment.

Cresset is seeking a Director, Private Wealth Client Services with 10+ years of experience managing the administrative and operational needs for high-net worth clientele. The candidate will serve as a primary point of contact for clients and collaborate with a portfolio manager to build strong relationships and to drive retention and growth by providing a superior experience.

Primary Responsibilities:

• Serve as a primary lead for client onboarding, investment implementation, and private banking services
• Create and implement a customized onboarding experience for high-net worth clients
• Initiate account opening for complex entities
• Transfer and reconcile assets from contra firms
• Implement new investment strategies and hire managers as directed by Investment Committee
• Process client subscription and redemption of alternative investments documents
• Develop detailed asset reconciliation and portfolio activity reports
• Operate on multi-custodial platforms
• Attend and actively participate in quarterly client portfolio review meetings
• Monitor quarterly client fee schedules
• Serve as a liaison between Cresset and client CPA’s and attorneys
• Manage tax document facilitation with client CPA’s
• Assist internal Planning, Trading, Tax, and Reporting Departments with client related matters
• Identify new technology and opportunities to enhance client experience and promote internal scalability