Cresset Jobs in United States

We are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client's vision of success. · Drive FOS strategic initiatives from concept through execution. · Conduct str ...

Cresset is seeking a Director, CFO Services, · who will operate within our CFO Services team. · This position is hands-on, · requiring experience in financial reporting, · cash flow analysis and bookkeeping including recording all transactions for a given entity, ...

The job is an Accounting Manager Associate Director position at Cresset. The role involves managing accounting staff and banking relationships. The salary will be based on factors including experience, licenses/certifications, industry knowledge, and geographic location. · ...

+ Director, Family Office Service + · + The Director, Family Office Client Service is responsible for day-to-day administrative support... + · + Key Responsibilities: Administrative Support, Client Prospecting and Onboarding... ...

Cresset is seeking an Associate Director who will manage client relationships on multi-custodial platforms including Pershing Schwab and Fidelity serve as a primary day-to-day contact for client inquiries lead client onboarding implement investment strategies execute allocation c ...

Cresset is seeking a Director, Senior Accounting Manager who will operate within our CFO Services team. · ...

The Director, Advisor Practice Management is an execution and enablement leader responsible for driving alignment, focus, and forward momentum across the Advisory organization. · ...

Cresset is seeking a highly motivated Associate to join our dynamic private investments team. This role offers the opportunity to work across a diverse range of private investment strategies.. · This is an exceptional opportunity for candidates with strong ties to Dallas who are ...

The Managing Director, Client Service Director will serve as a dedicated client-facing partner supporting a primary Principal and Ultra-High-Net-Worth (UHNW) clients utilizing Accounting, Tax, Philanthropy, Wealth Strategy, Payroll Services. · Cresset is a firm built by clients f ...

The Director, Family Office Client Service is responsible for day-to-day administrative support and assisting with client prospecting and onboarding in the multifamily office environment. · ...

We provide access to the caliber of talent ideas and investment opportunities typically available to largest single-family offices and institutions. Our approach is personalized entrepreneurial client-first. · Proudly owned by our clients employees Cresset was built to endure. Re ...

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, · We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and instit ...

Director of Investment Strategy · Job Summary: · A leading investment management firm seeks a Director of Investment Strategy to develop and communicate investment strategies. · Develops and communicates comprehensive investment strategies that meet client needs; · Supports senio ...

We are seeking an Associate, CFO Services, · Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, · Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, a ...

Cresset es una firma construida por clientes para clientes. Como oficina multi-familia independiente y empresa privada de inversiones, estamos reimaginando la forma como se experimenta la riqueza. · Nuestro propósito es asegurarse de que tanto la riqueza como los aspectos persona ...

+Job summary · Cresset is seeking an Associate, CFO Services, · This position is hands-on, requiring experience in bill payment, including classification and recording of bank account and credit card details, · Qualifications · Education and/or 3+ years of experience in accountin ...

+ Operate within our CFO Services team.+ Classification and recording of bank account and credit card details+ Recording all transactions for a given entity+ Production of basic financial reports+ Understanding of operational accounting, cash management, and payroll functions are ...

Cresset is seeking an Associate, Staff Accountant, · who will operate within our CFO Services team.This position is hands-on, · requiring experience in bill payment and bookkeeping. · ...

+Cresset is seeking a Associate Director, Senior Accounting Manager... · ...

The Director, Family Office Client Service is responsible for day-to-day administrative support, · assisting with client prospecting and onboarding, · maintaining accurate data in Salesforce, · and a range of client-facing and operational initiatives.The ideal candidate is detail ...