Director, Client Service Learning & Onboarding

Cresset; Boca Raton (FL); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation package

Job summary

Cresset is a leading independent multi-family office and private investment firm. The Director, Client Service Training & Development will design and scale onboarding and professional development programs for the Client Service team, partnering with HR, Compliance, Investments, and Operations.

This role emphasizes hands-on coaching, collaboration, and driving operational excellence across relationships with UHNW clients.

Qualifications

• Bachelor's degree required; advanced degree or professional certification preferred.
• Minimum of 10 years of experience in wealth management, private banking, family office, or financial services.
• Minimum of 5 years leading learning, training, onboarding, or talent development programs.
• Experience with learning management systems (LMS) and instructional design tools.
• Willingness to travel approximately 75% including extended onsite stays.

Responsibilities

• Design, implement, and continuously improve onboarding and learning programs for Client Service.
• Lead onboarding for acquisitions and integrations to ensure smooth adoption of operating model.
• Develop scalable, role-based learning programs for onboarding, education, and leadership development.
• Create and maintain a centralized knowledge library with SOPs, playbooks, templates, and digital modules.
• Collaborate with HR, Operations, Technology, Compliance, Investments, and business partners to align learning with business needs.

Skills

LMS experience

Instructional design

Project management

Change management

Communication

Travel readiness

Education

Bachelor's degree

Advanced degree or professional certification preferred

Tools

MS Office

SharePoint

Learning platforms

Job description

Cresset is a leading independent multi-family office and private investment firm. The Director, Client Service Training & Development will design and scale onboarding and professional development programs for the Client Service team, partnering with HR, Compliance, Investments, and Operations.

This role emphasizes hands-on coaching, collaboration, and driving operational excellence across relationships with UHNW clients.