Associate Director, Client Transition Specialist

Cresset; Chicago (IL); On-site; USD 110,000 - 160,000; Full time

Job summary

Cresset is a premier independent multi-family office and private investment firm. The Client Transition Specialist will own end-to-end onboarding, coordinate documentation, transfers, and onboarding workflows across advisory teams, while maintaining high accuracy and speed in a high-volume environment.

Travel up to 75% is required; position involves on-site support during transitions at multiple offices and cross-functional collaboration to establish Day One readiness and ongoing client service

Qualifications

• Bachelor's degree in Business, Finance, or related field or equivalent industry experience.
• 5+ years of relevant professional experience, including 3+ years in wealth management advisor transitions and integrations.
• Demonstrated experience with custodian-to-custodian transfers and core account workflows.
• Strong problem-solving, organization, and ability to manage multiple priorities with high accuracy.

Responsibilities

• Travel to offices where onboarding occurs and stay on site during active transitions.
• Execute end-to-end onboarding of multiple clients and accounts with speed and accuracy.
• Maintain transition documentation, status updates, and next steps; communicate with teams and leaders.
• Provide high-touch support to advisors and client service professionals throughout transitions.
• Apply firm policies and custodial workflows to ensure compliant and efficient transitions.
• Partner with cross-functional teams to establish operational readiness and training resources.
• Help teams build infrastructure within Cresset's tech stack and training resources.
• Identify inefficiencies and contribute to scalable workflows and playbooks.
• Provide back-up Client Service support when not in active transitions.

Skills

Wealth management transitions

Multi-tasking

Communication

Technology aptitude

Travel willingness

On-site collaboration

Education

Bachelor's degree in Business or Finance

Tools

Charles Schwab

Fidelity

Pershing

Job description

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.

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 among the nation’s top multi-family offices,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Job Description

The Client Transition Specialist is a highly visible role within the Client Service organization, with a dotted-line relationship to Integrations. Success in this role is critical to the successful onboarding and long-term effectiveness of newly joined financial advisory teams. The Client Transition Specialist accelerates transitions by serving as an on-site, concierge-style resource for advisors and client service professionals while directly executing the detailed, end-to-end onboarding of their clients. This includes preparing, reviewing, and sending client documentation, facilitating account opening and asset transfers, tracking onboarding activity through completion, and resolving issues that could delay the transition. The role also helps newly joined teams establish the workflows, technology, and operating practices required to become self-sufficient within Cresset.

Operating in a high-stakes, fast-paced, high-volume environment, this role requires urgency, precision, sound judgment, and exceptional organization. The Client Transition Specialist works across advisory teams, clients, custodians, and internal partners to manage multiple concurrent workstreams, anticipate and resolve issues in real time, and deliver seamless client and team experience while adhering to firm policies, procedures, and regulatory requirements. When not assigned to an active transition, the role provides Client Service support to established financial advisory teams and contributes to special projects and process improvements.

Cresset is open to hiring this position in any of its office locations including: New York, Reston, Atlanta, West Palm Beach, Dallas, Houston, Denver, Minnetonka, and Scottsdale.

Key Responsibilities

• Travel to offices where Cresset is onboarding new advisory teams and remain on site for extended periods during active transitions; flexibility for short-notice travel, extended hours, and occasional weekend support is required.
• Execute the end-to-end onboarding of multiple clients and accounts simultaneously, including preparing and sending client documentation, establishing accounts, facilitating custodian transfers and asset movement, driving each onboarding through completion with speed, accuracy, and exceptional service experience.
• Maintain clear and accurate transition documentation, status updates, outstanding items, decisions, and next steps; communicate effectively with advisory teams, business partners, and senior leaders.
• Serve as a primary day-to-day resource for newly joined advisors and client service professionals, providing high-touch support, clear communication, and real-time problem resolution throughout the transition.
• Apply working knowledge of firm policies, procedures, investment products, financial accounts, and custodial workflows to support accurate, compliant, and efficient transition execution.
• Partner with Integrations and cross-functional teams to establish operational readiness, including technology access, systems, tools, workflows, client documentation, and other Day One and post-transition requirements.
• Help advisory teams establish their infrastructure within Cresset's technology stack and operating ecosystem and connect team members with the appropriate training and resources to build lasting self-sufficiency.
• Identify process inefficiencies and recurring transition challenges, recommend practical improvements, and contribute to scalable workflows, playbooks, training resources, and technology adoption that improve the integration experience and team performance.
• When not supporting an active transition, provide back-up Client Service support to established financial advisory teams, assist with standard workflows, and contribute to special projects as needed.

Qualifications

• Bachelor's degree in Business, Finance, or a related field or equivalent industry experience.
• 5+ years of relevant professional experience, including 3+ years of experience in wealth management advisor transitions and integrations.
• Demonstrated experience with custodian-to-custodian transfers and core account workflows.
• Proven ability to manage multiple urgent priorities and concurrent workstreams with exceptional organization, accuracy, follow-through, and attention to detail.
• Service-oriented and results-focused, with demonstrated success delivering a high-touch experience while operating with urgency in a fast-paced, high-volume environment.
• Strong problem-solving and judgment skills, with the ability to anticipate consequences, consider multiple perspectives, work through ambiguity, and resolve issues with limited guidance.
• Excellent written and verbal communication skills.
• Strong technology aptitude and the ability to quickly learn and support new systems, tools, and workflows.
• Experience with Charles Schwab, Fidelity, and/or Pershing strongly preferred.
• Proficient knowledge of investment products, financial account types, and wealth management operations preferred.
• Ability to travel approximately 75% of the time, including frequent short-notice travel and extended on-site periods; flexibility to work extended hours and occasional weekends during active transitions.

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. Salary range is $110,000 - $160,000. 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.

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.

*Barron's Top 100 RIA Firms (issued 09.2026). Based on data from July of the prior year through June of the award year. Rankings are determined using a proprietary methodology that considers qualitative and quantitative factors. Cresset paid a licensing fee to use the Barron's award logos.

**Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results.

Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For a full list of Cresset subsidiaries and controlled affiliates, please see cressetcapital.com/disclosures/.