DIRECTOR, PRIVATE WEALTH CLIENT SERVICES

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

About CressetCresset 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.Proudly owned by our clients and employees, 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 RIA firms, and as one of the industry’s best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.Job DescriptionCresset is seeking a Director, Private Wealth Client Services with 10+ years of experience managing the administrative and private banking needs for high-net worth clientele. The candidate will serve as a primary point of contact for clients and collaborate with a portfolio manager to build strong relationships and to drive retention and growth by providing a superior experience.Key ResponsibilitiesServe as a primary lead for client onboarding, investment implementation, and private banking servicesCreate and implement a customized onboarding experience for high-net worth clientsInitiate account opening for complex entitiesTransfer and reconcile assets from contra firmsImplement new investment strategies and hire managers as directed by Investment CommitteeProcess client subscription and redemption of alternative investments documentsDevelop detailed asset reconciliation and portfolio activity reportsOperate on multi-custodial platformsAttend and actively participate in quarterly client portfolio review meetingsMonitor quarterly client fee schedulesServe as a liaison between Cresset and client CPA’s and attorneysManage tax document facilitation with client CPA’sAssist internal Planning, Trading, Tax, and Reporting Departments with client related mattersIdentify new technology and opportunities to enhance client experience and promote internal scalabilityQualificationsBachelor’s degree in Business, Finance, or a related field10 plus years’ financial services experience working with ultra-high net worth clientsKnowledge of Fidelity and Schwab custodial platforms a plusOperate in a dynamic and fast-paced environment is essentialApproach problems with creativity, innovation, and tenacityPossess a strong sense of urgencyThink strategically and operate independentlyMultitask to successfully manage multiple assignments simultaneouslyEvaluate and prioritize tasks to meet deadlinesOrganize and create structure for client relationshipsCollaborate and provide meaningful input to the teamAdapt, improvise, and overcome challengesQuickly and efficiently process and absorb informationStrong attention to detail to achieve thoroughness and accuracy when accomplishing a taskEstablish and maintain positive working relationships with clients, peers, CPAs, attorneys, and other professionalsProactively approach problem solving with strong decision-making capabilityProven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrityExcellent communication skills, both written and verbalProficient in the use of Salesforce, Microsoft Office programs including Word, Excel, PowerPoint and OutlookWhat 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 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.Equal Employment OpportunityIt 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.Everything Starts With Culture.Our VisionWe exist to optimize wealth and elevate life—giving clients the time, clarity, and trusted partnership to pursue what matters most.Our Values*Disclosures related to awards, recognitions, and rankings available here.Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.