ASSOCIATE DIRECTOR, CONTRACTS MANAGER

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 Contracts and Legal Operations Manager to join our dynamic legal team. In this role, you will drive contract management excellence and operational excellence while overseeing our Contract Lifecycle Management (CLM) platform while also supporting legal and business functions with paralegal and administrative tasks within a regulated financial services environment. This dynamic role requires strong organizational skills, legal and business acumen, and the ability to manage multiple priorities efficiently and with precision attention to details in a fast-paced environment.

You will be instrumental in shaping the legal operations model, fostering collaboration within the team and with internal and external partners, and optimizing contractual processes to protect the company's interests and enhance overall efficiency of operations. The position will be based out of Cresset’s Chicago headquarters and will participate in Cresset’s hybrid in-office flexibility model.

Responsibilities will include:

• CLM Platform Ownership and Stakeholder Collaboration:
  • Assume ownership and oversee the administration and optimization of the CLM platform (LegisWay).
  • Stay updated with legal technology trends and introduce innovative solutions to enhance departmental productivity.
  • As necessary, assist in evaluating and selecting technologies and tools to modernize practices, and support their implementation.
  • Foster strong relationships with cross-functional teams, ensuring alignment with organizational objectives.
• End-to-End Contract Lifecycle Management:
  • Manage the full contract lifecycle.
  • Maintain and organize contract database or management system.
  • Ensure timely renewals and compliance tracking.
  • Monitor contract milestones and deliverables.
  • Maintain accurate and accessible contract records, generating reports and metrics for management review.
  • Standardize processes, guidelines, and workflows to ensure consistency and efficiency.
• Compliance, Risk Management, and Policy Governance:
  • Ensure compliance with internal policies and legal requirements.
  • Maintain the centralized repository for all Company policies, scheduling regular reviews and updates.
• Legal Team Support:
  • Support corporate governance activities, including maintaining entity records, preparing board resolutions, and filings.
  • Help prepare materials for internal or external audits and compliance reviews.