Cresset Capital Jobs in United States

Director, Family Office Client Service · Cresset is an independent multi-family office reimagining wealth management. · Administrative Support: · Prepare meeting agendas. · Main Responsibilities: · <ol type= ...

Investment Analyst Role · Cresset seeks an Associate, Investment Analyst to support Wealth Advisors with investment and portfolio management for high-net-worth individuals and families. · Maintain client satisfaction by providing exceptional service and meeting their financial go ...

Manage Accounting staff, banking relationships, verify disbursements and wire confirms with bank. Assist partners with proper income/expense management on the clients. · ...

+Job summary · Cresset is seeking a Director of Tax Strategy to join our Tax Strategy team. · ++JD or CPA required · Additional advanced degrees or certifications preferred (LLM, MS in Tax, CFA, MBA) · ...

Associate Director, Wealth Advisor Role · Cresset is seeking an entrepreneurial individual who can operate both independently and collaboratively in this role. · Client RelationshipsMaintain a high level of client satisfaction through excellent service and strategic planning for ...

Staff Accountant Role Overview · Cresset is a firm built by clients for clients. · We are an independent award-winning multi-family office and private investment firm. · ...

The Associate Director, Wealth Strategy (ADWS) is a junior member of the wealth strategy team and will support senior wealth strategists in serving family office, non-family office and Cresset Catalyst clients. The ADWS will also serve as an internal resource for advisors. · Juri ...

We are actively seeking an Executive Assistant to our Chairman and Founder. This includes client contact, travel, heavy meeting schedule coordinating, materials production and collection. · Complete a broad variety of administrative tasks. · Maintain all follow-up tasks as reques ...

Director Private Wealth Client Services Role Summary · Serve as primary lead for client onboarding investment implementation and private banking services. · Create and implement customized onboarding experience for high-net worth clients. · Initiate account opening for complex en ...

Cresset is seeking an Associate Director, CFO Services, who will operate within our CFO Services team. · Oversight and execution of all financial administration tasks for high-net worth families · Polished communication with internal and external stakeholders · ...

Cresset is seeking an Associate, CFO Services, who will operate within our CFO Services team. This position is hands-on requiring experience in bill payment including classification and recording of bank account and credit card details and experience in bookkeeping including reco ...

+Cresset is seeking a Director, Private Wealth Client Services with 10+ years of experience managing the administrative and private banking needs for high-net worth clientele. The candidate will serve as a primary point of contact for clients and collaborate with a portfolio mana ...

Cresset is seeking a Director, Private Wealth Client Services with 10+ years of experience managing the administrative and private banking needs for high-net worth clientele. · ...

+ b>Job summaryp>Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. · + ResponsibilitiesServe as a primary lead for client onboarding, · investment im ...

Private Markets Associate · Cresset seeks an experienced Associate to join our dynamic private investments team. · This role offers the opportunity to work across various investment strategies with a focus on private equity funds sponsored direct investments and single-asset cont ...

We are seeking an Associate, CFO Services who will operate within our CFO Services team. This position is hands-on and requires experience in bill payment. · ...

+Job summary · Garden Associates is seeking a Marketing Director to lead and fully own the firm's marketing strategy and execution as it undergoes a phased co-branding transformation. · +Act as 'Garden Associates' dedicated marketing lead, supported by the broader Cresset marketi ...

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. · We provide access to the caliber of talent, ideas, and investment opportunities typically availab ...

The Client Service Director will serve as a dedicated client-facing partner supporting Ultra-High-Net-Worth (UHNW) clients utilizing Accounting, Tax, Philanthropy, Wealth Strategy, · Payroll Services, · and other Family Office Services.Bachelor's degree in Business Finance or rel ...

+Job summary:Cresset is a firm built by clients, · for clients. · We provide access to the caliber of talent, · ideas, · and investment opportunities typically available · to the largest single-family offices · and institutions.About Cresset · Cresset is seeking an Associate, · I ...