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.

Cresset is seeking a Director, Private Wealth Client Services with 10+ years of experience managing the administrative and private banking 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

Qualifications and Characteristics:

• Bachelor’s degree in Business, Finance, or a related field
• 10 plus years’ financial services experience working with ultra-high net worth clients
• Knowledge of Fidelity and Schwab custodial platforms a plus
• Operate in a dynamic and fast-paced environment is essential
• Approach problems with creativity, innovation, and tenacity
• Possess a strong sense of urgency
• Think strategically and operate independently
• Multitask to successfully manage multiple assignments simultaneously
• Evaluate and prioritize tasks to meet deadlines
• Organize and create structure for client relationships
• Collaborate and provide meaningful input to the team
• Adapt, improvise, and overcome challenges