Associate Director, Private Wealth Client Services
Company: Cresset
Location: Reston
Posted on: May 15, 2022
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Job Description:
About Cresset Private equity entrepreneurs Eric Becker and Avy
Stein founded Cresset Capital Management with a vision to reinvent
wealth management and with a firm belief that clients deserve
better. Cresset offers individuals and families access to a
comprehensive suite of family office services, deeply personalized
wealth management, investment advisory, planning and other services
through Cresset Asset Management, an SEC registered Investment
Advisor, which has surpassed $20 billion in assets under
management. Cresset Partners, our private investing group, offers
clients direct access to real estate, private equity, and other
investment opportunities. Since Cresset---s inception in 2017, the
firm has grown to over 250 team members in more than eleven offices
throughout the United States. Cresset is seeking an Associate
Director, Private Wealth Client Services with 5 years of experience
managing the administrative and private banking needs for high net
worth and ultra-high net worth clientele. The candidate will serve
as a primary point of contact for clients and collaborate with a
portfolio manager to build strong relationships and to drive
retention and growth by providing a superior experience. Primary
Responsibilities: Manage client relationships on multi-custodial
platforms Serve as a primary lead for client onboarding, investment
implementation, and private banking services Create and implement
customized onboarding experience 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 related to
alternative investments Manage client billing (assign attributes,
start/end dates, raising cash) Assist with client inquiries
regarding inflow and outflows Establish lines of credit/margin
Establish 529 accounts Manage client donor advised/charitable
distributions Attend quarterly client portfolio review meetings as
needed (FO) Serve as a liaison between Cresset and client CPA---s
and attorneys (FO) Manage tax document facilitation with client
CPA---s (FO) Identify new technology and opportunities to enhance
client experience and promote internal scalability Qualifications
and Characteristics: Bachelor---s degree in Business, Finance, or a
related field or equivalent industry experience 5 plus years---
financial services experience working with ultra-high net worth
clients Knowledge of Fidelity and Schwab custodial platforms a plus
Operate in a dynamic and fast-paced environment is essential
Approach problems with creativity, innovation, and tenacity Possess
a strong sense of urgency Think strategically and operate
independently Multitask to successfully manage multiple assignments
simultaneously Evaluate and prioritize tasks to meet deadlines
Organize and create structure for client relationships Collaborate
and provide meaningful input to the team Adapt, improvise, and
overcome challenges Quickly and efficiently process and absorb
information Strong attention to detail to achieve thoroughness and
accuracy when accomplishing a task Establish and maintain positive
working relationships with clients, peers, CPAs, attorneys, and
other professionals Proactively approach problem solving with
strong decision-making capability Proven ability to handle
confidential information with discretion and demonstrate the
highest level of client service, ethics, and integrity Excellent
communication skills, both written and verbal Proficient in the use
of Salesforce, Microsoft Office programs including Word, Excel,
PowerPoint and Outlook What We Offer Cresset offers a competitive
benefits package to full-time regular employees including medical,
dental, vision, life insurance, 401(k) retirement plan, flexible
spending, dependent care, pre-tax transportation, and unlimited
vacation. All employees receive equity in Cresset.
Keywords: Cresset, Reston , Associate Director, Private Wealth Client Services, Executive , Reston, Virginia
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