ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES Full Time - Atlanta Office - Atlanta, GA, 30[...]
Company: Cresset Capital
Posted on: March 20, 2023
Job Location: Atlanta Office - Atlanta, GA
Position Type: Full Time
Education Level: 4 Year Degree
Salary Range: Undisclosed
Travel Percentage: Negligible
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered Investment Advisor, which has surpassed $27billion in assets under management. Cresset Partners, our private investing group, offers clients direct access to real estate, private equity, and other investment opportunities. Since Cresset's inception in 2017, the firm has grown to over 300 team members in more than fifteenoffices throughout the United States.
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. The candidate will serve as a primary point of contact for clients and collaborate with a portfolio manager to build strong relationships and to drive retention and growth by providing a superior experience.
Qualifications and Characteristics:
What We Offer
Cresset offers a competitive compensation package including a discretionary bonus program and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.
Keywords: Cresset Capital, Atlanta , ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES Full Time - Atlanta Office - Atlanta, GA, 30[...], Executive , Atlanta, Georgia
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