Cresset Capital Jobs in United States

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 ...

About Cresset · Cresset is a firm built by clients, for clients. As an independent multi-family office and private investment firm we help ensure wealth life are fully optimized integrated intentional aligned with client vision success. · We provide access to talent ideas opport ...

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

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 ...

About Cresset · Cresset is a firm built by clients, for clients. · As an independent multi-family office and private investment firm, · we are reimagining the way wealth is experienced. · Overview · * · ...

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 · ...

Managing Director, Head Of Trust Services · 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. · The role involves leading strategic business decisions ...

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 ...

About Cresset · 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. · Our Approach · We provide access to the caliber of talent, ideas, and investment ...

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 ...

Wealth Strategist Role · The Associate Wealth Strategist (AWS) supports senior wealth strategists in serving family office clients with basic estate planning expertise including wealth transfer planning philanthropy trust administration tax projections modeling advanced technique ...

Investment Research Summer Internship · This internship provides a structured introduction to investment research and consulting. · Evaluate investment managers across public and private market strategies. · Analyze data using eVestment, Bloomberg, and other research tools. · Ass ...