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associate director, private wealth client services

4 hours ago

Menlo Park, California, United States Cresset Full time

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 an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-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:

  • Manage client relationships on multi-custodial platforms including Pershing, Schwab and Fidelity
  • Serve as a primary day-to-day contact for client inquiries, ensuring consistent delivery of exceptional service
  • Lead client onboarding, including account opening, documentation, ACAT transfers, and complex entity structures (trusts, LLCs, charitable vehicles)
  • Implement investment strategies and executing allocation changes as directed by advisors
  • Process subscription and redemption documents for alternative investments and coordinate capital calls
  • Transfer and reconcile assets from contra firms; establish new custodial accounts and update account attributes as needed
  • Execute and monitor money movement requests, including wires, journals, capital calls
  • Establish 529 accounts and coordinate inflows and outflows
  • Establish client donor advised fund and manage fund activity and charitable distributions
  • Serve as a liaison between clients and external professionals, ensuring cohesive communication across investment, estate, tax, and legal disciplines
  • Facilitate tax document collection and coordinate directly with client CPAs and attorneys
  • Identify opportunities to enhance client experience and internal process scalability through technology and workflow improvements

Qualifications and Characteristics:

  • Bachelor's degree in Business, Finance, or a related field or equivalent industry experience
  • 5+ plus years' financial services experience working with ultra-high net worth clients – Experience with Pershing, Fidelity, and Schwab custodial platforms preferred
  • Ability to build trusted, long-term relationships by delivering proactive communication, thoughtful solutions, and a white-glove experience
  • Ability to operate in a dynamic, fast-paced environment with a strong sense of urgency
  • Approach problems with creativity, innovation, and tenacity
  • Exceptional attention to detail and accuracy in managing complex client requests.
  • Ability to multitask, prioritize deadlines, and structure client workflows effectively
  • Demonstrated ability to build and maintain positive working relationships with clients, colleagues, CPAs, attorneys, and other professionals
  • Adapt, improvise, and overcome challenges
  • Quickly and efficiently process and absorb information
  • Proactively approach problem solving with strong decision-making capability
  • High integrity, discretion, and professionalism in handling confidential information
  • Excellent communication skills, both written and verbal
  • Proficient in the use of Salesforce, Microsoft Office programs including Word, Excel, PowerPoint and Outlook

What We Offer:

At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary range: $125,000 - $175,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. 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.

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.

  • Disclosures related to awards, recognitions, and rankings available here.

Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.