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About the Role

Cresset is seeking a Regional Managing Director, Private Wealth Client Services to manage and support client service associates in delivering exceptional service to ultra-high-net-worth clients.

Responsibilities

• Cultivate trusted partnerships with advisors to understand team objectives, operational needs, and growth strategies.
• Provide consultative guidance on team structure, talent development, capacity planning, and headcount growth.
• Advise on client segmentation strategies and service models to enhance scalability, efficiency, and client outcomes.
• Serve as a senior escalation point for complex client matters, partnering across internal and external stakeholders.
• Build and maintain a strong partnership with Regional Managing Director (RMD) counterparts to identify advisor and client needs and implement solutions.
• Lead and oversee client service operations across the region, ensuring high-quality service delivery and addressing service gaps.
• Develop, mentor, and inspire a high-performing team through coaching, goal setting, performance management, and professional development.
• Oversee talent management activities, including hiring, workforce planning, performance evaluations, promotions, compensation recommendations, and employee transitions.
• Analyze client service metrics and operational data to assess staffing needs, improve workflows, and enhance team productivity.
• Foster a collaborative, inclusive culture that reflects and advances Cresset’s values, mission, and brand.
• Partner with cross-functional leaders to develop and execute firmwide initiatives, leveraging thought leadership and strategic influence.
• Collaborate with senior leadership to enhance the client experience, improve operational effectiveness, and strengthen client satisfaction and retention.
• Champion transformative change initiatives that establish scalable, standardized processes and best practices across the client service organization.
• Monitor and evaluate key performance indicators (KPIs), including fee rate assignments, margin utilization, and account administration metrics within Addepar.
• Identify opportunities for improvement and drive accountability to service, process, and performance standards.
• Design and implement service standards, operating procedures, and best practices that promote consistency, efficiency, and exceptional client service.
• Ensure adherence to regulatory requirements, internal controls, and firm policies by identifying, mitigating, and managing operational and client-related risks.

Requirements

• Bachelor’s degree in Business, Finance, or a related field, or equivalent combination of education and industry experience.
• 10+ years of experience within financial services, supporting ultra-high-net-worth advisors and clients.
• 5+ years of leadership experience, managing and developing high-performing, client centric teams.
• Demonstrated experience in business management, risk oversight, and operational controls within a wealth management environment.
• Proven success leading, developing, and motivating high-performing, client-centric teams.
• Deep understanding of client onboarding, account maintenance, and client service operations.
• Strong ability to balance competing priorities, influence stakeholders, and drive outcomes across all levels of an organization.
• Willingness to travel approximately 10–20% annually.
• Familiarity with Fidelity, Pershing, and/or Schwab custodian platforms preferred.
• Ability to quickly gain proficiency in Salesforce, Addepar, Power BI, and other business systems.
• Exceptional written, verbal, and interpersonal communication skills.
• Comfortable operating in a dynamic, fast-paced, and evolving organization.
• Proven ability to build and maintain strong relationships with advisors, colleagues, vendors, and strategic partners.
• Strong analytical, problem-solving, and decision-making skills with a proactive, solutions-oriented mindset.

Skills

• Business management
• Risk oversight
• Operational controls
• Client onboarding
• Account maintenance
• Client service operations
• Stakeholder influence
• Salesforce
• Addepar
• Power BI
• Communication skills
• Relationship building
• Analytical skills
• Problem-solving
• Decision-making

Location

• San Francisco, CA

Work Type

• Onsite

Experience Level

• Management
• 10+ years of experience
• 5+ years of leadership experience

Education Level

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

Salary/Compensations

• $200,000.00 - $275,000.00 Salary/year

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• 401(k) retirement plan
• Health savings accounts
• Short-term disability insurance
• Long-term disability insurance
• Voluntary critical insurance
• Voluntary accident insurance
• Pre-tax parking programs
• Pre-tax transportation programs
• Equity in Cresset

About the Company

• Cresset is an independent, award-winning multi-family office and private investment firm reimagining the way wealth is experienced.
• Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.
• We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions.
• Our approach is personalized, entrepreneurial, and client-first.
• Proudly owned by our clients and employees, Cresset was built to endure, aiming to be a 100+ year firm.
• Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work.
• Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
• Our Vision: We exist to optimize wealth and elevate life—giving clients the time, clarity, and trusted partnership to pursue what matters most.
• Our Values: Disclosures related to awards, recognitions, and rankings available here.
• Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates.
• Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital.
• Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients.
• Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities.
• Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.

Equal Opportunity

• It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law.
• It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.