Senior Private Wealth Client Services Director

Cresset; New York (NY); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) retirement plan

Health savings accounts

Life insurance

Disability insurance

Parking and transportation programs

Job summary

Cresset is hiring an Associate Director, Private Wealth Client Services in New York with 5+ years of managing private banking needs for UHNW clients. You will be a primary client contact, collaborate with portfolio managers, and drive retention and growth by delivering a superior experience.

The role requires leading onboarding, asset transfers, consented investment strategies, and close coordination with CPAs and attorneys.

Qualifications

• Bachelor’s degree in Business, Finance, or a related field or equivalent industry experience.
• 5+ years financial services experience with ultra-high net worth clients.
• Knowledge of Fidelity and Schwab custodial platforms a plus.
• Operate in a dynamic and fast-paced environment.
• Strong communication, discretion, and client service.

Responsibilities

• Manage client relationships on multi-custodial platforms.
• Lead client onboarding, investment implementation, and private banking services.
• Create and implement customized onboarding for high net-worth clients.
• Transfer and reconcile assets from contra firms.
• Implement new investment strategies and hire managers as directed by advisor.
• Prepare client subscription and redemption documents for alternative investments.
• Manage client billing and inquiries regarding inflows/outflows.
• Establish lines of credit/margin and attend quarterly client reviews.
• Liaise between Cresset and client CPAs/attorneys; facilitate tax documents.

Skills

Client relationships

Onboarding

Private banking

Salesforce

MS Office

Education

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

Tools

Fidelity

Schwab

Job description

Cresset is hiring an Associate Director, Private Wealth Client Services in New York with 5+ years of managing private banking needs for UHNW clients. You will be a primary client contact, collaborate with portfolio managers, and drive retention and growth by delivering a superior experience.

The role requires leading onboarding, asset transfers, consented investment strategies, and close coordination with CPAs and attorneys.