Wealth Management Associate Director

2 days ago

Minnetonka, Minnesota, United States Cresset Full time
About Cresset

Cresset is a pioneering, independent, multi-family office, and private investment firm that is redefining the way people experience wealth. Our mission is to provide unparalleled access to the expertise, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer bespoke wealth management, investment advisory, and family office services through Cresset Asset Management, a SEC-registered investment advisor that has surpassed $50 billion in assets under management. Our firm is widely recognized for its excellence and is frequently ranked as a top RIA firm by Barron's and Forbes.

Job Description

Cresset is seeking a highly skilled Associate Director, Wealth Advisor (ADWA) to join our wealth management team. The ADWA will provide comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. A successful candidate will be entrepreneurial, able to operate both independently and collaboratively, and must be comfortable supporting relationships and projects with limited direction. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team.

Key Responsibilities
  • Proactively support the Wealth Advisor by providing exceptional client service and maintaining a high level of client satisfaction
  • Develop a deep understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, and estate, tax, and philanthropic planning considerations
  • Prepare client meeting materials; may attend client and/or prospect meetings
  • Manage the completion of deliverables from start to finish with the Client Associate and/or various internal and external parties as needed
Financial Planning
  • Assist in the production and maintenance of net worth statements, financial plans, cash flow projections, and wealth forecasting models
  • Where appropriate, attend prospect and client meetings to gather information to create financial plans
  • Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed
  • Stay up-to-date on current wealth planning trends, legislative developments, and techniques; partner with the Wealth Advisor to enhance client planning
Portfolio Management
  • Review client portfolios and assist in the development, presentation, and implementation of investment recommendations to clients, including portfolio construction, proposals, rebalancing, phase-in planning, and quarterly performance reviews
  • Collaborate with the National Investments Team to apply the firm's best thinking to client portfolios while considering client-specific needs regarding cash flow, taxation, liquidity, risk, and other considerations
  • Assist with the implementation of client portfolio trades, including execution, margin maintenance, and settlement
  • Develop and maintain investment policy statements (IPS)
Operations
  • Coordinate with the Client Associate to ensure tasks and requests are handled, including new client onboarding, account maintenance, new investments, redemptions, transfers, and money movement requests
  • Document client notes, investment changes, and activities in Salesforce
  • Review clients' quarterly performance reports and collaborate with Reporting to identify and resolve issues
Education and Experience
  • Bachelor's Degree required; strong preference given to MBA, CFA, or CFP professionals or those on track to earn any of these designations
  • Previous work/internship experience in financial services required; 4+ years' experience preferred
  • Series 65 license required; unlicensed candidates required to obtain the license within 120 calendar days of employment
Skills and Abilities
  • High ethical standards with a willingness to learn and comply with SEC and other company required rules and regulations
  • Initiative, problem-solving ability, adaptability, and flexibility
  • Effective speaking and presentation ability
  • Excellent writing proficiency and communication skills
  • Strong numerical aptitude
  • Outstanding organizational skills and the ability to prioritize and balance multiple projects simultaneously
  • Ability to work independently over time with limited guidance
  • Coachable with the ability to work in a team environment and independently when necessary
  • Learning and development mindset and drive for continuous improvement
  • Personal commitment to continuing education for professional development and growth
  • Proficient with Microsoft Office suite; knowledge of eMoney, Salesforce, Addepar, and custodial platforms is a plus
What We Offer

At Cresset, we prioritize our people. As a service business, our employees are our greatest assets. We engage our clients and employees with the highest priority. As such, Cresset offers a competitive compensation package including an annual incentive 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

Cresset is committed to ensuring 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. We comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

  • Associate Director, Private Wealth Client Services

    1 day ago

    Minnetonka, Minnesota, United States Cresset Full time

    About CressetCresset is a pioneering, independent, multi-family office and private investment firm that is revolutionizing the way individuals experience wealth. Our mission is to provide unparalleled access to the expertise, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer bespoke wealth management,...

  • Internal Audit Associate Director

    2 weeks ago

    Minnetonka, Minnesota, United States UnitedHealth Group Full time

    About the RoleWe are seeking a highly skilled and experienced Internal Audit Associate Director to join our team at UnitedHealth Group. As a key member of our Internal Audit department, you will play a critical role in ensuring the effectiveness and efficiency of our business controls, financial information, and compliance with laws and regulations.Key...

  • Director of Facilities Management

    2 weeks ago

    Minnetonka, Minnesota, United States Medica Services Company LLC Full time

    Job SummaryMedica Services Company LLC is seeking a highly skilled and experienced Director of Facilities to oversee and manage the company's owned and leased properties. The successful candidate will have a strong background in real estate and facilities management, with a proven track record of strategic leadership and effective management.Key...

  • Client Services Associate

    2 weeks ago

    Minnetonka, Minnesota, United States RAZR Marketing, Inc. Full time

    About RAZR Marketing, Inc.We are a fast-growing marketing technology company headquartered in the Twin Cities, serving some of the world's most recognized brands across various industries, including healthcare, medical technology, financial services, and retail. Our proprietary technology platform, FibonacciTM, helps clients acquire, retain, and grow...

  • Client Services Associate

    1 week ago

    Minnetonka, Minnesota, United States RAZR Marketing, Inc. Full time

    About RAZR Marketing, Inc.We are a fast-growing marketing technology company headquartered in the Twin Cities, serving some of the world's most recognized brands across various industries, including healthcare, medical technology, financial services, and retail.Job OverviewWe are seeking a detail-oriented and motivated Client Services and Operations...

  • Youth Sports Program Manager

    4 weeks ago

    Minnetonka, Minnesota, United States YMCA of the North Full time

    Position Overview:This role is intricately linked to the Vikings Partnership Sunday Night Youth Flag Football Program. Compensation starts at $19/hour, which includes a complimentary YMCA membership and a 20% discount on all YMCA offerings.Job Responsibilities:The Youth Sports Program Manager plays a crucial role in the daily oversight and administration of...

  • Client Services Associate

    6 days ago

    Minnetonka, Minnesota, United States RAZR Marketing, Inc. Full time

    About RAZR Marketing, Inc.RAZR Marketing, Inc. is a fast-growing marketing technology company headquartered in the Twin Cities, serving some of the world's most recognized brands across various industries, including healthcare, medical technology, financial services, and retail.Job OverviewWe are seeking a detail-oriented and motivated Client Services and...

  • Client Services Associate

    4 days ago

    Minnetonka, Minnesota, United States RAZR Marketing, Inc. Full time

    About RAZR Marketing, Inc.We are a fast-growing marketing technology company headquartered in the Twin Cities, serving some of the world's most recognized brands across various industries. Our proprietary technology platform, FibonacciTM, helps clients acquire, retain, and grow consumers by leveraging behavioral science and visual design to create...

  • Advanced Sales Director

    1 week ago

    Minnetonka, Minnesota, United States Securian Financial Group Full time

    Job Title: Advanced Sales DirectorWe are seeking a highly skilled and experienced Advanced Sales Director to join our team at Securian Financial Group. As a key member of our Individual Solutions market segment, you will be responsible for leading a team of advanced sales professionals and collaborating with regional sales directors and financial...

  • Advanced Sales Director

    2 weeks ago

    Minnetonka, Minnesota, United States Securian Financial Group Full time

    Job Title: Advanced Sales DirectorWe are seeking a highly skilled and experienced Advanced Sales Director to join our team at Securian Financial Group. As a key member of our Individual Solutions market segment, you will be responsible for leading a team of advanced sales professionals and collaborating with regional sales directors and financial...

  • Nursing Director

    2 weeks ago

    Minnetonka, Minnesota, United States Sunrise Senior Living Full time

    Director of Nursing Job DescriptionSunrise Senior Living is seeking a highly skilled and experienced Director of Nursing to lead our nursing team and provide exceptional care to our residents.Key Responsibilities:Provide strategic leadership for resident care, managing and directing the nursing team to promote health and wellness.Collaborate with physicians,...

  • Corporate Security Director

    2 weeks ago

    Minnetonka, Minnesota, United States Securian Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Corporate Security Director to lead our security personnel and operations programs. As a key member of our team, you will be responsible for guiding security staff and leaders in maintaining the safety of our campus through careful oversight, strategy development, and crisis response planning.Key...

  • Strategic Technology Program Director

    2 weeks ago

    Minnetonka, Minnesota, United States Old Republic Title Full time

    Job Description:The selected candidate for the position of Strategic Technology Program Director will be directly responsible for driving the successful planning and execution of strategic technology programs and projects with a high level of complexity and risk involving multiple business units, regions, or the enterprise as a whole, and oftentimes with a...

  • Director of Resident Care

    1 week ago

    Minnetonka, Minnesota, United States Sunrise Senior Living Full time

    Job Title: Director of Resident CareSunrise Senior Living is seeking a highly skilled and experienced Director of Resident Care to lead our nursing team and promote the health and wellness of our residents.Key Responsibilities:Provide strategic leadership for resident care, managing and directing the nursing team to promote resident health and...

  • Senior Care Leadership Manager

    4 weeks ago

    Minnetonka, Minnesota, United States New Perspective Senior Living Full time

    Position OverviewIf you thrive on building meaningful connections, consider the role of Care Team Manager. This position is essential in guiding and supporting a dedicated group of caregivers who strive to enhance the quality of life for older adults every day.Key ResponsibilitiesOversee, mentor, and develop care team members to ensure high-quality resident...

  • Portfolio Operations Director

    3 days ago

    Minnetonka, Minnesota, United States AdvisorNet Financial Full time

    Job Title: Director, Portfolio OperationsJob Summary:The Director, Portfolio Operations will lead the management of our trading and reporting software, internal investment committee, Global Investment Performance Standards (GIPS) verification, and operations and trading team. This role will partner with the Portfolio Management team to implement investment...

  • Advanced Sales Director

    6 days ago

    Minnetonka, Minnesota, United States Securian Financial Group Full time

    Job Title: Advanced Sales DirectorWe are seeking a highly skilled and experienced Advanced Sales Director to join our team at Securian Financial Group. As a key member of our sales leadership team, you will be responsible for driving business growth and developing strategic partnerships with financial professionals.Key Responsibilities:Develop and execute...

  • Executive Director Leadership Specialist

    3 weeks ago

    Minnetonka, Minnesota, United States New Perspective Senior Living Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Director Specialist to join our team at New Perspective Senior Living. As a key member of our leadership team, you will be responsible for overseeing and managing all operations, departments, and programs within an assigned community.Key ResponsibilitiesCommunity Leadership: Provide...

  • Executive Director Specialist

    1 week ago

    Minnetonka, Minnesota, United States New Perspective Senior Living Full time

    About New Perspective Senior LivingWe are a growing company serving over 2,000 seniors today with a goal of reaching 10,000 by 2025. Our growth is creating energy, excitement, and the opportunity to make a difference in the lives of others.Job SummaryThe Executive Director Specialist (EDS) oversees and is responsible for all operations, departments, and...

  • Executive Director Leadership Specialist

    3 weeks ago

    Minnetonka, Minnesota, United States New Perspective Senior Living Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Director Specialist to join our team at New Perspective Senior Living. As a key member of our leadership team, you will be responsible for overseeing and managing all operations, departments, and programs within an assigned community.Key ResponsibilitiesCommunity Leadership: Provide...