Managing Director, Advisor Transitions & Integration

CCM ADMINISTRATIVE SERVICES LLC; Minnetonka (MN); On-site; USD 200,000 - 255,000; Full time

Benefits offered by this job

Medical and dental benefits

401(k) retirement plan

Parking and transportation programs

Job summary

Cresset is seeking a Managing Director, Head of Advisor Transitions & Integration to oversee advisor and client transitions from due diligence through full integration. The role blends strategic development with hands-on execution, embedding with teams and partners to coordinate resources and remove obstacles for a seamless transition.

The leader will work across Advisory Practice Management Operations, Client Service, Technology, HR, Compliance, Legal, and other functions, ensuring rapid issue

Qualifications

• Bachelor’s degree required; advanced degree or certifications a plus.
• 10+ years of experience in financial services, wealth management, or integration-focused roles.
• Demonstrated experience leading large-scale advisor transitions, acquisitions, or enterprise integrations within wealth management or financial services.
• Comfortable leading highly visible integrations where executive presence, responsiveness, and sound judgment are essential.
• Proven ability to remain calm and decisive while managing multiple priorities in rapidly changing environments.
• Willingness to travel extensively in support of acquisitions, lift-outs, advisor transitions, due diligence, and post-close integration activities.

Responsibilities

• Serve as an active partner to Corporate Development and Advisory Leadership during due diligence to assess operational readiness, integration complexity, technology environments, organizational structures, client service models, and transition risks.
• Evaluate advisor operating models and identify opportunities to accelerate integration while preserving the elements that make teams successful.
• Lead readiness planning by developing preliminary integration strategies, day one operating models, transition timelines, pre-close checklists, break readiness, resource requirements and alignment internally and with partners, and risk mitigation and contingency plans ahead of break.
• Quickly build trusted relationships with incoming leadership teams and team members to establish confidence and ensure a seamless transition.
• Support late-stage conversations by clearly articulating the integration approach and advisor experience.
• Identify critical decisions that must be made prior to onboarding and ensure appropriate alignment internally and with incoming team.
• Lead day-to-day execution of integration plans post-break, including regular integration meetings / discussions and working sessions to track progress and resolve blockers.
• Drive coordination across operations, client service, compliance, technology, reporting, finance, and HR.
• Translate strategic integration plans into detailed workstreams, timelines, and deliverables.
• Serve as the primary operator ensuring milestones, risks, and dependencies are actively managed.
• Identify and resolve issues early, pulling in subject matter experts to triage and stabilize and senior leaders as needed to support.
• Establish clear ownership and accountability across all integration workstreams.
• Own the advisor transition experience from signed agreement through post-integration stabilization.
• Serve as the face of Cresset's transition experience for incoming advisors and teams across activities: onboarding, client transition planning, asset migration coordination, custodian planning, communications, training, service model implementation, and issue escalation.
• Oversee integration of technology tools (e.g., Salesforce, Addepar, custodian platforms, financial planning).
• Coordinate data migration, validation, and reconciliation.
• Identify and resolve system gaps, inconsistencies, and reporting issues.
• Support review and mapping of portfolios, securities, and alternative assets.
• Coordinate platform approvals and transitions with investment and operations teams.
• Address custodial setup, pricing discrepancies, and account structure issues.
• Develop and refine integration playbooks and best practices.
• Conduct post-mortems, document lessons learned and continuously improve workflows.
• Support scaling the integration function as deal volume grows.

Skills

Leadership

Project management

Stakeholder management

Communication

Calm under pressure

Strategic thinking

Education

Bachelor’s degree

Advanced degree or certifications a plus

Tools

Asana

Job description

Cresset is seeking a Managing Director, Head of Advisor Transitions & Integration to oversee advisor and client transitions from due diligence through full integration. The role blends strategic development with hands-on execution, embedding with teams and partners to coordinate resources and remove obstacles for a seamless transition.

The leader will work across Advisory Practice Management Operations, Client Service, Technology, HR, Compliance, Legal, and other functions, ensuring rapid issue