Wealth Transition Lead - Client Onboarding

Cresset; Chicago (IL); On-site; USD 110,000 - 160,000; Full time

Job summary

Cresset is a premier independent multi-family office and private investment firm. The Client Transition Specialist will own end-to-end onboarding, coordinate documentation, transfers, and onboarding workflows across advisory teams, while maintaining high accuracy and speed in a high-volume environment.

Travel up to 75% is required; position involves on-site support during transitions at multiple offices and cross-functional collaboration to establish Day One readiness and ongoing client service

Qualifications

• Bachelor's degree in Business, Finance, or related field or equivalent industry experience.
• 5+ years of relevant professional experience, including 3+ years in wealth management advisor transitions and integrations.
• Demonstrated experience with custodian-to-custodian transfers and core account workflows.
• Strong problem-solving, organization, and ability to manage multiple priorities with high accuracy.

Responsibilities

• Travel to offices where onboarding occurs and stay on site during active transitions.
• Execute end-to-end onboarding of multiple clients and accounts with speed and accuracy.
• Maintain transition documentation, status updates, and next steps; communicate with teams and leaders.
• Provide high-touch support to advisors and client service professionals throughout transitions.
• Apply firm policies and custodial workflows to ensure compliant and efficient transitions.
• Partner with cross-functional teams to establish operational readiness and training resources.
• Help teams build infrastructure within Cresset's tech stack and training resources.
• Identify inefficiencies and contribute to scalable workflows and playbooks.
• Provide back-up Client Service support when not in active transitions.

Skills

Wealth management transitions

Multi-tasking

Communication

Technology aptitude

Travel willingness

On-site collaboration

Education

Bachelor's degree in Business or Finance

Tools

Charles Schwab

Fidelity

Pershing

Job description

Cresset is a premier independent multi-family office and private investment firm. The Client Transition Specialist will own end-to-end onboarding, coordinate documentation, transfers, and onboarding workflows across advisory teams, while maintaining high accuracy and speed in a high-volume environment.

Travel up to 75% is required; position involves on-site support during transitions at multiple offices and cross-functional collaboration to establish Day One readiness and ongoing client service