Cresset · 7 hours ago
Associate Director, Family Governance and Education
Florida, United States
Full-time
Onsite
Mid, Senior Level, Lead/Staff
$115K/yr - $125K/yr
5+ years expCresset is seeking an Associate Director of Family Governance with a focus on rising generation engagement, education, and network development. This role will play a pivotal part in preparing the next generation of family leaders—helping them develop the skills, values, and relationships necessary to steward wealth with purpose.
Asset ManagementConsultingFinancial ServicesLegalWealth Management
Hiring Manager
Glenn Hecht
Responsibilities
Design, facilitate, and deliver educational programs for the rising generation focused on financial literacy, leadership, stewardship, and philanthropy
Build and maintain a network of rising generation participants across Cresset families, creating opportunities for connection, shared learning, and collaboration
Develop off-the-shelf and bespoke educational resources, including digital content, toolkits, and experiential learning opportunities
Collaborate with the governance team to measure program impact and refine curriculum over time
Partner with senior team members to support family meetings, workshops, and retreats, with an emphasis on communication, shared purpose, and decision-making
Contribute to research and development of frameworks for family governance, including charters, family constitutions, and succession planning materials
Observe and participate in multigenerational family consulting engagements to gain exposure to complex governance and advisory work
Work with Cresset advisors and relationship managers to integrate rising generation and educational offerings into broader client service models
Support advisor training and development, helping team members better understand family systems, generational transitions, and engagement strategies
Collaborate with philanthropy, education, and investment colleagues to create cross-functional family learning experiences
Represent Cresset at external conferences and events relevant to family governance, rising generation education, and family enterprise; attend, speak, or present as appropriate
Assist in the design and facilitation of peer learning cohorts for rising generation participants across Cresset families
Build scalable systems for community engagement, including digital platforms, events, and partnerships
Qualification
Required
Bachelor's Degree Required
Minimum of 5 years of experience working with HNW or UHNW families, or in a family office, educational, or advisory environment
Demonstrated experience in curriculum development, facilitation, or program design for young adults or family members
Exceptional interpersonal and facilitation skills, with comfort engaging across generations
Strong project management and collaborative skills, with the ability to bring structure to creative initiatives
Excellent communication and presentation skills, with the ability to engage both youth and senior family members
Curiosity, empathy, and a genuine interest in family systems, education, and human development
Preferred
Familiarity with family systems theory and its application to governance and family enterprise
Knowledge of financial literacy education, philanthropy, or leadership development
Experience with coaching, mediation, or group facilitation
Desire to grow into a multigenerational family consultant, supporting families in governance, communication, and legacy planning
Strong comfort with technology, including designing high-quality presentations, using productivity and workflow tools to streamline and scale programs, and leveraging platforms such as Salesforce and AI-enabled tools to enhance efficiency and client experience
Experience with Asana, Chat GPT, Canva, and any educational platform software is a plus
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