Chief Advisor Transitions & Integration Leader

Cresset; New York (NY); On-site; USD 200,000 - 255,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Health savings account

Short-term disability

Long-term disability

Voluntary insurance

Pre-tax parking

Transportation program

Job summary

Cresset, a leading private investment firm and multi-family office in New York, seeks a Managing Director, Head of Advisor Transitions & Integration. This role oversees advisor and client transitions from due diligence through full integration, collaborating with Advisory Practice Management Operations, Client Service, Technology, HR, Compliance, and Legal.

The position blends strategic stewardship with hands-on execution, requiring calm leadership under pressure, decisive prioritization, and a

Qualifications

• Experience leading large-scale advisor transitions in wealth management.
• Proven ability to manage multiple priorities in fast-changing environments.
• Strong executive presence and decisive judgment under pressure.

Responsibilities

• Oversee advisor and client transitions from due diligence through full integration.
• Develop strategy, operating model, governance and execution standards.
• Embed with incoming teams during onboarding to coordinate resources.
• Lead day-to-day execution post-break and manage milestones and risks.
• Coordinate across advisory, client service, technology, compliance, HR and legal.

Skills

leadership

stakeholder management

communication

calm under pressure

relationship building

Education

Bachelor's degree

Advanced degree or certifications a plus

Tools

Asana

Job description

Cresset, a leading private investment firm and multi-family office in New York, seeks a Managing Director, Head of Advisor Transitions & Integration. This role oversees advisor and client transitions from due diligence through full integration, collaborating with Advisory Practice Management Operations, Client Service, Technology, HR, Compliance, and Legal.

The position blends strategic stewardship with hands-on execution, requiring calm leadership under pressure, decisive prioritization, and a