Cresset · 3 weeks ago
Director, Private Wealth Client Services
Reston, VA
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expCresset is an independent, award-winning multi-family office and private investment firm focused on optimizing wealth and life for clients. The Director of Private Wealth Client Services will manage administrative and private banking needs for high-net-worth clientele, serving as the primary point of contact and collaborating with portfolio managers to enhance client relationships and drive retention.
Asset ManagementConsultingFinancial ServicesLegalWealth Management
Hiring Manager
Tom Christman
Responsibilities
Serve as a primary lead for client onboarding, investment implementation, and private banking services
Create and implement a customized onboarding experience for high-net worth clients
Initiate account opening for complex entities
Transfer and reconcile assets from contra firms
Implement new investment strategies and hire managers as directed by Investment Committee
Process client subscription and redemption of alternative investments documents
Develop detailed asset reconciliation and portfolio activity reports
Operate on multi-custodial platforms
Attend and actively participate in quarterly client portfolio review meetings
Monitor quarterly client fee schedules
Serve as a liaison between Cresset and client CPA’s and attorneys
Manage tax document facilitation with client CPA’s
Assist internal Planning, Trading, Tax, and Reporting Departments with client related matters
Identify new technology and opportunities to enhance client experience and promote internal scalability
Qualification
Required
Bachelor's degree in Business, Finance, or a related field
10 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
Benefits
Medical
Dental
Vision
Life insurance
401(k) retirement plan
Health savings accounts
Short and long-term disability insurance
Voluntary critical and accident insurance
Pre-tax parking and transportation programs
Company
Cresset
Cresset is a firm built by clients, for clients, reimagining the way wealth is experienced.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$150MKey Investors
Constellation Wealth Capital
2024-11-27Private Equity· $150M
Leadership Team
Amy Hong
Executive Managing Director, Chief Operating Officer & Chief Compliance Officer
Eric Becker
Founder & Chairman
Recent News
2025-12-02
Company data provided by crunchbase