Regional Director, Private Wealth Client Services

Cresset; New York (NY); On-site; USD 175,000 - 250,000; Full time

Benefits offered by this job

Base salary range

Annual incentive

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Parking & transit

Job summary

Cresset, a leading independent multi-family office, seeks a Regional Managing Director, Private Wealth Client Services to oversee Advisor and Client Associate teams serving ultra-high-net-worth clients. The role can be based in Reston, VA or Atlanta, GA, with travel required to support regional operations.

You will drive client service operations, mentor a high-performing team, and partner with regional leaders to enhance client experience, scalability, and risk controls.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• 10+ years in financial services supporting ultra-high-net-worth advisors and clients.
• 5+ years of leadership developing client-centric teams.
• Experience in business management, risk oversight and operational controls in wealth management.
• Strong communication and relationship-building skills.

Responsibilities

• Partner with advisors to understand team objectives, operational needs, and growth strategies.
• Provide guidance on team structure, talent development, and headcount growth.
• Advise on client segmentation and service models to improve scalability and outcomes.
• Serve as senior escalation point for complex client matters.
• Lead client service operations across the region and address service gaps.
• Mentor and develop a high-performing team with coaching and performance management.
• Oversee hiring, workforce planning, and compensation recommendations.
• Analyze client service metrics to improve staffing and efficiency.
• Collaborate with cross-functional leaders on firmwide initiatives.

Skills

Leadership

Client service

Stakeholder management

Data analysis

Travel readiness

Education

Bachelor’s degree in Business/Finance

Tools

Salesforce

Addepar

Power BI

Job description

Cresset, a leading independent multi-family office, seeks a Regional Managing Director, Private Wealth Client Services to oversee Advisor and Client Associate teams serving ultra-high-net-worth clients. The role can be based in Reston, VA or Atlanta, GA, with travel required to support regional operations.

You will drive client service operations, mentor a high-performing team, and partner with regional leaders to enhance client experience, scalability, and risk controls.