Director, Wealth Strategist

Associate Director of Talent Acquisition, PHR

This range is provided by Cresset. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are 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. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. 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.

Job Description

The Director, Wealth Strategist (DWS) is a member of the wealth strategy team and will work independently with Cresset clients and advisors as well as supporting senior wealth strategists. The DWS will also serve as an internal resource for advisors and collaborate on substantive issues with teammates. The DWS will work to support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory.

The DWS will be primarily responsible for reviewing and summarizing existing documents, providing observations for amendments or opportunities for additional advanced planning opportunities, running tax projections, modeling advanced planning techniques and providing ongoing advice regarding the administration of family structures.

Candidates must have experience in advanced estate planning including wealth planning/coordination, family risk management, and trust administration. The DWS will be part of a multidisciplinary team and must be a cultural fit in a collaborative, collegial team environment that is focused on impeccable client service delivery. It will be crucial to develop insight and understand the needs and dynamics of the families we serve.

The DWS will be a member of a national advisory team that provides, among others, open architecture investment management including direct private investments, financial management, and other complex services depending on the needs of the family such as family dynamics and family history. The compensation includes highly competitive cash compensation as well as equity.

• Juris Doctor degree and five or more years of trust and estate experience required, preferably in a law firm environment, another financial institution, or trust company
• Familiarity with wealth transfer planning, trust administration, fiduciary knowledge, experience within context of HNW/UHNW clients; tax knowledge highly preferred; family business experience in planning or consulting preferred
• Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, and perform essential duties
• Excellent reading, writing, grammar, spelling, punctuation, proofreading and formatting in order to interpret source documents and prepare concise, client-friendly materials
• Ability to perform mathematical calculations and apply mathematical concepts when computing, running estate tax projections and verifying numerical data on balance sheets and gift and estate tax returns
• Positive attitude and willingness to learn and grow
• Exhibits a probing mind, ability to manage multiple priorities simultaneously while maintaining attention to detail
• Establishes and maintains effective working relationships with peers and strategic partners
• Must be…