ASSOCIATE DIRECTOR, DATA STRATEGY ENABLEMENT SPECIALIST

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.

Cresset is seeking a skilled Data Strategy Enablement Specialist to join our dynamic Data Governance and Reporting team. In this role, you will help drive the firm’s early and ongoing data governance initiatives, building a high-quality, business-friendly data catalog and stewardship model that supports trustworthy, transparent, and value-driven data use. This includes ensuring that data assets supporting AI and LLM models are high quality and fit for purpose.

Your work will lay the groundwork for scalable governance practices that enable confident decision-making, regulatory readiness, and a shared understanding of data. You will partner closely with business users, analysts, and engineers to define business terms, build lineage, tag datasets, and improve metadata visibility across the firm.

The ideal candidate will be a collaborative problem-solver who optimizes workflows with technology, drives results with focus and resilience, and keeps the team engaged and motivated through periods of change. They will build strong relationships and influence others by actively listening, communicating effectively, and using data-driven insights to make sound, timely decisions without overanalyzing.  The position will be based out of a Cresset office location and will participate in Cresset’s hybrid in-office flexibility model.

Responsibilities will include:

• Collaborate with the Head of Data Governance to shape and operationalize the firm’s governance framework and Ownership and Stewardship model
• Serve as the connective link between business stakeholders and data engineering teams, managing intake, prioritization, and translation of data needs into actionable work.
• Help drive clarity on data use cases, scope, and success criteria
• Implement metadata tagging, business glossary development, and lineage mapping using tools like Databricks, Snowflake, dbt, and commercial data cataloging tools.
• Coordinate and partner with data stewards and domain owners to define, validate, and maintain clear business definitions for key data elements
• Document and visualize data flows across systems and teams to improve traceability, understanding, and data quality
• Identify and execute "early win" data improvements in data clarity, usability, and stewardship, especially where they support priority business use cases
• Collaborate on the design and incremental implementation and support of a data Change Management process
• Support the rollout of the data catalog and contribute to training, documentation, and data literacy efforts
• Monitor catalog usage and metadata completeness to help track adoption and identify gaps