ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES Full Time - Atlanta Office - Atlanta, GA, 30[...]
Company: Cresset Capital
Location: Atlanta
Posted on: March 20, 2023
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Job Description:
Job Details
Level: Experienced
Job Location: Atlanta Office - Atlanta, GA
Position Type: Full Time
Education Level: 4 Year Degree
Salary Range: Undisclosed
Travel Percentage: Negligible
About Cresset
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.
Primary Responsibilities:
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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