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Wealth Strategist

2 months ago

Atlanta, Georgia, United States Cresset Full time
About Cresset

Cresset is a leading, independent, multi-family office and private investment firm that is revolutionizing the way individuals experience wealth. Our goal is to provide unparalleled access to talent, ideas, and investment opportunities, rivaling those of the largest single-family offices and endowments. We offer bespoke wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor with over $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

The Wealth Strategist will serve as the primary point of contact and subject matter expert in wealth structuring and income tax issues for family office clients. This role will also serve as an internal resource for advisors, providing guidance on multigenerational consultancy, estate planning, trust and fiduciary advisory, and philanthropy. The Wealth Strategist will participate in client engagement and contribute to new client business development. This role may supervise and assist associate level wealth strategists in reviewing and summarizing existing documents, modeling advanced planning techniques, and providing ongoing advice regarding the administration of family structures.

Key Responsibilities
  • Develop and implement comprehensive wealth structuring and income tax strategies for family office clients
  • Provide expert guidance on multigenerational consultancy, estate planning, trust and fiduciary advisory, and philanthropy
  • Participate in client engagement and contribute to new client business development
  • Supervise and assist associate level wealth strategists in reviewing and summarizing existing documents, modeling advanced planning techniques, and providing ongoing advice regarding the administration of family structures
Requirements
  • 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.

Cresset is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment that values diversity, equity, and inclusion.