Apply on Employer Site

Cresset · 2 weeks ago

ASSOCIATE DIRECTOR, STRATEGY & OPERATIONS

Minnetonka, MN

Full-time

Onsite

Mid, Senior Level, Lead/Staff

$125K/yr - $145K/yr

2+ years exp

Cresset Capital is a multi-family office and private investment firm focused on optimizing wealth experiences for clients. The Associate Director, Strategy & Operations will lead strategic initiatives and improve operational processes within the Family Office Services group, collaborating closely with various teams to enhance client service delivery and operational efficiency.

Asset ManagementConsultingFinancial ServicesLegalWealth Management

Responsibilities

Drive FOS strategic initiatives from concept through execution, working in close partnership with senior leadership

Conduct structured analyses, develop insights, and prepare clear, executive-level recommendations to support decision-making

Coordinate cross-functional efforts across FOS, Wealth Advisory, Technology, Operations, Marketing, Legal, and other corporate functions to ensure alignment and execution discipline

Lead the design, implementation, and continuous improvement of core operational and client service delivery processes within FOS

Identify inefficiencies, risks, and scalability constraints; develop and implement solutions that improve quality, consistency, and speed

Establish and track key performance indicators (KPIs) and operating metrics to measure effectiveness and drive accountability

Support the evaluation, selection, and adoption of technology platforms and tools that enhance operational efficiency and client experience

Partner with technology and data teams to define requirements, manage implementation efforts, and ensure successful change adoption across FOS

Translate business needs into clear operational and technology requirements

Work with FOS team members and Wealth Advisors to enhance end-to-end client service delivery models

Help standardize best practices while maintaining flexibility for complex, high-net-worth client needs

Support the development of scalable service models that align with Crescent’s growth objectives

Serve as a trusted thought partner to the FOS leadership team

Support change management efforts by communicating objectives, progress, and outcomes effectively

Qualification

Analytical skillsOperational transformationProject managementFinancial services experienceTechnology implementationCommunication skillsOrganizational skillsAttention to detailTeam collaboration

Required

Bachelor's degree in Business, Finance, or related field

Two to three years of experience in a top-tier management consulting or strategy consulting environment, with demonstrated exposure to strategy, operations, or transformation engagements

Strong analytical and problem-solving skills, with the ability to structure ambiguous problems and develop actionable insights

Proven ability to manage complex, cross-functional initiatives and drive execution

High attention to detail, strong organizational skills, and the ability to manage multiple priorities simultaneously

Excellent written and verbal communication skills, including experience preparing executive-level materials

Thrives in a dynamic, fast-paced environment with changing priorities

Positive attitude and eagerness to learn; collaborates with and supports colleagues to achieve shared goals

Ability to maintain discretion and confidentiality with sensitive client information

Occasional travel may be required