Director, Private Wealth Client Experience

Cresset; Atlanta (GA); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Annual incentive

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Job summary

Cresset in Atlanta seeks a Director of Private Wealth Client Services with 10+ years managing the administrative and private banking needs of ultra‑high‑net‑worth clients. You will be the primary contact for clients and work closely with a portfolio manager to deepen relationships and drive retention and growth.

You will lead onboarding, implement investment strategies, coordinate with CPAs and attorneys, and oversee multi-custodial platforms, reporting, and tax document facilitation,

Qualifications

• 10+ years of financial services experience with ultra-high net worth clients.
• Experience with onboarding and private banking operations.
• Strong communication and relationship management skills.
• Proficiency with Salesforce and MS Office.

Responsibilities

• Lead client onboarding, investment implementation, and private banking services.
• Create bespoke onboarding experiences for UHNW clients.
• Initiate complex account openings and asset transfers.
• Prepare asset reconciliation reports and portfolio activity summaries.
• Coordinate with CPAs and attorneys and assist internal teams.
• Operate on multi-custodial platforms and participate in portfolio reviews.

Skills

Client relationship management

Financial services experience

Salesforce

MS Office

Onboarding experience

Private banking

Analytical skills

Education

Bachelor’s degree in Business/Finance

Tools

Salesforce

Microsoft Excel

Job description

Cresset in Atlanta seeks a Director of Private Wealth Client Services with 10+ years managing the administrative and private banking needs of ultra‑high‑net‑worth clients. You will be the primary contact for clients and work closely with a portfolio manager to deepen relationships and drive retention and growth.

You will lead onboarding, implement investment strategies, coordinate with CPAs and attorneys, and oversee multi-custodial platforms, reporting, and tax document facilitation,