Jobs at Cresset

Leads the End User Computing organization, including desktop engineering, help desk, endpoint lifecycle, Microsoft 365, collaboration tools, SaaS delivery, executive support, and digital employee experience. Develops endpoint strategy across Windows, macOS, Intune, and Autopilot; partners on endpoint security; manages hardware procurement and asset lifecycle; establishes service metrics; drives automation and continuous improvement; and builds a high-performing engineering team.

Manages administrative, investment implementation, onboarding, private banking, billing, asset transfers, charitable distributions, and account services for high-net-worth and ultra-high-net-worth clients. Serves as a primary client contact, partners with portfolio managers, coordinates with CPAs and attorneys, supports alternative investments and credit facilities, and improves technology and processes to enhance client experience and scalability.

Analyzes client investment portfolios, asset allocation, risk, liquidity, taxes, and financial plans. Builds investment proposals, balance sheets, cash flow projections, performance reports, and client meeting materials. Coordinates tax reporting and collaborates with advisors, investment teams, CPAs, attorneys, and trustees. Maintains client records and develops AI-enabled workflows and process automation using platforms including Salesforce, Addepar, Pershing, and Fidelity.

Supports wealth advisors with portfolio analytics, investment proposals, asset allocation, rebalancing, private investment tracking, trading operations, performance reporting, and financial planning. Maintains client data and records in Salesforce, develops plans in eMoney, prepares client materials, monitors tax documents, and leads AI efficiency initiatives. The role requires strong quantitative, investment, communication, organizational, and technical skills, with progression toward client advisory responsibilities.

Leads the private fund and wealth advisory compliance program, managing and developing Compliance professionals while serving as a senior escalation point. Oversees SEC Marketing Rule advertising reviews, private fund policies, filings, testing, annual reviews, and remediation. Provides guidance on fiduciary duties, disclosures, conflicts, fees, performance reporting, referrals, and client communications. Partners with business leaders, communicates regulatory developments, and supports compliance decisions, training, and strategic initiatives.

Executes end-to-end onboarding and transitions for newly joined financial advisory teams and their clients. Responsibilities include preparing documentation, opening accounts, facilitating custodian transfers and asset movement, tracking workstreams, resolving issues, and establishing operational readiness. The role provides high-touch support to advisors, coordinates with internal partners and custodians, improves transition processes, and supports client service operations when transitions are inactive. Frequent travel, extended onsite assignments, and occasional weekend work are required.

Manages administrative, investment implementation, onboarding, banking, billing, and relationship needs for high-net-worth and ultra-high-net-worth clients. Coordinates asset transfers, alternative investment documentation, credit and margin facilities, charitable distributions, tax document facilitation, and communications with CPAs and attorneys. Partners with portfolio managers to deliver exceptional client experiences, support retention and growth, and identify technology improvements that increase scalability.

Leads advisor and client transitions from due diligence through post-integration stabilization. Develops integration strategies, operating models, timelines, playbooks, and risk plans; coordinates operations, technology, compliance, finance, HR, custodians, and third-party partners. Oversees client and asset migrations, technology and data integration, portfolio transitions, issue resolution, and stakeholder communication. Requires extensive travel and hands-on presence with incoming teams during onboarding.

Leads client services for ultra-high-net-worth individuals, overseeing onboarding, complex account opening, asset transfers, reconciliations, investment implementation, alternative investment transactions, fee monitoring, portfolio reporting, and tax document coordination. Serves as a primary client contact, partners with portfolio managers and internal departments, liaises with CPAs and attorneys, supports client reviews, and identifies technology improvements to enhance service and scalability.

Supports advisors serving high-net-worth families by managing client service requests, onboarding, account maintenance, transactions, documentation, and communications. Coordinates with custodians, banking partners, CPAs, attorneys, and internal teams; maintains Salesforce records; assists with meetings and reporting; drives projects and process improvements; and proactively tracks requests through completion.

Provides infrastructure stability and end-user IT support across Windows domains, Hosted Exchange, Microsoft 365, Azure, operating systems, networks, and business applications. Responsibilities include troubleshooting tickets, documenting systems and procedures, evaluating technology, onboarding employees, imaging devices, supporting phone and audiovisual systems, enforcing service standards, and providing on-call assistance. The role reports to the IT Director and may require travel.

Manages administrative, investment implementation, onboarding, billing, banking, charitable, and account services for high-net-worth and ultra-high-net-worth clients. Serves as a primary client contact, coordinates with portfolio managers, CPAs, and attorneys, facilitates asset transfers and tax documents, supports alternative investments and credit arrangements, and improves technology and scalability. The role focuses on client retention, relationship management, and delivering a highly personalized wealth-services experience.

Leads complex tax compliance engagements for ultra-high-net-worth individuals, families, trusts, partnerships, corporations, and foundations. Prepares and reviews multi-jurisdictional tax returns, researches technical issues, manages filing processes, and provides strategic tax planning advice. Builds client relationships, collaborates with family office professionals and external advisors, and uses technology to improve tax operations and scalability.

Supports investment research and due diligence across public and private markets through quantitative and qualitative analysis, performance tracking, data validation, report preparation, and macroeconomic research. The intern drafts research summaries, meeting notes, and presentations, contributes to client projects, and develops financial modeling, data analysis, and professional communication skills while working with research and consulting teams.

Supports the CIO with macroeconomic research and the Private Credit team with investment screening, diligence, underwriting, and portfolio monitoring. Develops tools to assess credit-market health and investment performance, communicates with advisors, prepares client and firm presentation materials, and analyzes global economic trends and their impact on asset markets.

Develops and presents customized financial plans for high-net-worth individuals, families, and business owners. The Wealth Planner collaborates with wealth advisors, attorneys, private bankers, tax advisors, and other trusted professionals to deliver integrated advice. Responsibilities include client relationship development, estate and tax planning, risk management, philanthropic planning, legislative monitoring, technology-enabled planning, and participation in client reviews. The role requires a CFP® certification, extensive financial planning experience, strong communication skills, and proficiency with Salesforce and Microsoft Office.

Manage the accounting service team, banking relationships, client disbursements, reconciliations, financial statements, budgets, cash-flow reports, and client accounting deliverables. Train and develop accounting staff, coordinate workloads and cross-service projects, oversee account access and asset controls, identify asset protection concerns, and support complex family office engagements. The role also performs Senior Accountant duties as needed.

Leads strategic tax planning and consulting for affluent clients, reviews complex individual, fiduciary, and entity tax deliverables, resolves technical tax issues, coordinates engagements and staffing, manages client relationships, supports business development and billing, and mentors tax professionals. The role partners with financial advisors, attorneys, and other professionals to deliver integrated wealth-planning solutions while ensuring accurate, timely, high-quality work.

Supports investment consultants and research teams through client communication, portfolio analysis, asset allocation studies, investment manager due diligence, quantitative analysis, RFP responses, and quarterly client reporting. The role evaluates traditional and alternative investments, prepares tailored presentations and research reports, meets with investment managers, and helps implement client investment strategies for endowments, foundations, and family offices.

Prepares and reviews complex tax returns, extensions, work papers, and related filings for individual, fiduciary, and entity clients. Researches technical tax issues, supports tax planning and consulting, identifies client risks, assists with billing and workflow management, and collaborates with managers, partners, attorneys, and brokers. The role also involves client service, developing tax expertise, maintaining accurate deliverables, and mentoring tax associates.