MD, Advisor Transitions & Integration Strategy

Cresset; Chicago (IL); On-site; USD 200,000 - 255,000; Full time

Benefits offered by this job

Health benefits package

401(k) retirement plan

Paid parking

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. You will define strategy, operating model, governance, and execution standards while embedding with advisory teams, custodians, and partners.

The role requires leading complex, multi-workstream integrations in wealth management, with high visibility and the ability to prioritize under pressure.

Qualifications

• 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.
• Experience building trust with founders, advisors, and senior executives during periods of significant organizational change.
• Willingness to travel extensively in support of acquisitions, lift-outs, advisor transitions, due diligence, and post-close integration activities.

Responsibilities

• Oversee advisor and client transitions from initial due diligence through full integration.
• Define the strategy, operating model, governance, and execution standards that enable seamless transitions.
• Embed with incoming teams to coordinate resources, remove obstacles, and ensure successful client assets transfer.
• Lead day-to-day execution of integration plans post-break, with cross-functional coordination across operations, client service, compliance, tech, and HR.
• Develop and refine integration playbooks and best practices; drive continuous improvement.

Skills

Executive leadership

Client-facing

Strategic planning

Project management

Stakeholder management

Communication

Adaptability

Cross-functional collaboration

Education

Bachelor’s degree required; advanced degree a plus

Tools

Asana

Salesforce

Addepar

E-Money

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. You will define strategy, operating model, governance, and execution standards while embedding with advisory teams, custodians, and partners.

The role requires leading complex, multi-workstream integrations in wealth management, with high visibility and the ability to prioritize under pressure.