Regional MD, Private Wealth Client Services | Equity

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

Benefits offered by this job

Equity in Cresset

Annual incentive

Comprehensive benefits

Job summary

Cresset is seeking a Regional Managing Director, Private Wealth Client Services to manage administrative and operational needs of Advisor and Client Associate teams. Serve as primary regional contact to support ultra-high-net-worth clients and client service associates.

Open to Reston, VA or Atlanta, GA locations. Responsibilities include leading partnerships with advisors, talent development, and ensuring scalable, high-quality client service while partnering with Regional MD counterparts.

Qualifications

• Bachelor’s degree or equivalent in business/finance.
• 10+ years in financial services supporting ultra-high-net-worth advisors and clients.
• 5+ years of leadership, building high-performing teams.
• Experience with wealth management operations, onboarding, account maintenance.
• Willingness to travel 10–20% annually.
• Familiarity with Fidelity, Pershing, and/or Schwab custodian platforms.
• Proficiency in Salesforce, Addepar, Power BI and other systems.
• Strong written, verbal, and interpersonal communication skills.

Responsibilities

• Cultivate trusted partnerships with advisors to understand team objectives and growth strategies.
• Provide guidance on team structure, talent development, capacity planning, and headcount growth.
• Advise on client segmentation strategies and service models for scalability and efficiency.
• Serve as senior escalation point for complex client matters and drive timely resolutions.
• Lead client service operations across the region with high-quality service delivery.

Skills

Leadership experience

Client service operations

Strategic collaboration

Strong communication

Analytical problem-solving

Education

Bachelor’s degree in Business, Finance, or related field

Tools

Salesforce

Addepar

Power BI

Job description

Cresset is seeking a Regional Managing Director, Private Wealth Client Services to manage administrative and operational needs of Advisor and Client Associate teams. Serve as primary regional contact to support ultra-high-net-worth clients and client service associates.

Open to Reston, VA or Atlanta, GA locations. Responsibilities include leading partnerships with advisors, talent development, and ensuring scalable, high-quality client service while partnering with Regional MD counterparts.