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Managing Director, Wealth Strategist
2 months ago
About Cresset
Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning, and other services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes top advisor.
Job Description
The Wealth Strategist (WS) will be the primary point of contact and subject matter expert in wealth structuring and income tax issues for family office clients. The WS will also serve as an internal resource for advisors. The WS will work with families as a subject area expert in multigenerational consultancy including estate planning, multigenerational planning, pre-liquidity planning, philanthropy, and trust and fiduciary advisory. The WS will participate in client engagement and contribute to new client business development. The WS may supervise and assist the associate level wealth strategists in reviewing and summarizing existing documents, modeling advanced planning techniques and providing ongoing advice regarding the administration of family structures.
The WS will focus on helping families and individuals flourish and secure a thriving legacy that is supported by their shared visions, values and talents. Candidates must have deep, multigenerational consultative experience in family advisory including wealth transfer planning, income tax mitigation, family risk management, family governance, stewardship, and trust administration. The WS will be part of a multidisciplinary team and must be a cultural fit in a collaborative, collegial team environment that is focused on impeccable client service delivery. Client relationship skills will be crucial in developing insight and understanding of the needs, planning, and dynamics of the family.
The WS will participate with and be supported by a national advisory team that provides, among others, open architecture investment management including direct private investments, financial management, and other complex services depending on the needs of the family such as family dynamics and family history.
Qualifications
- Bachelor’s Degree required; JD, LLM, CPA strongly preferred
- Minimum 10+ years Wealth Planning/Strategy with HNW/UHNW family clients; family business experience in planning or consulting preferred
- Minimum 10+ years Estate/Multigenerational Planning
- Wealth transfer and trust/fiduciary knowledge/experience within context of HNW/UHNW clients; tax knowledge highly preferred
- Proven business development and/or client relationship management focus
- Positive attitude and willingness to learn and grow
- Exhibits a probing mind and attention to detail
- Establishes and maintains effective working relationships with peers and strategic partners
- Strong verbal and written communication skills, and ability to package information at a high level
- Must be articulate, organized, and attentive to instructions and deadlines
- Self-starter with high level of urgency, and personal accountability
- Approaches problems with a sense of urgency, creativity, and tenacity
- The ability to operate in a dynamic and fast-paced environment is essential
- Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
- Proficient in the use of Microsoft Office programs including Word, Excel, PowerPoint, Outlook, and Visio and other office software and technology
- Collaborative and able to work effectively in a team environment as a participant or leader
- Versatile, flexible, and a willingness to work within constantly changing priorities
What We Offer
Cresset offers a competitive compensation package including a discretionary bonus program and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.
Equal Employment Opportunity
It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
