Associate Director, Custodian Operations

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. Our commitment to clients has earned recognition by Barron’s and Forbes, listing us among the nation’s top RIA firms. Cresset is guided by long‑term relationships, shared success, and a belief that wealth should serve a life well lived.

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Cresset is seeking an Associate Director, Custodian Operations to join our growing Investment Operations team. Reporting to the Director, Custodian Operations, this role serves as an operational leader responsible for strengthening the firm’s multi‑custodian platform.

Custodian Operations is a firm‑wide function that provides daily support to all advisor teams and collaborates across multiple internal and external teams to support daily firm‑wide operations. This role plays a critical part in ensuring the integrity of custodial data, the effectiveness of entitlements governance, and the seamless onboarding and integration of new teams and platforms. The Associate Director will serve as an escalation point for complex and time‑sensitive issues, advocate for best‑in‑class service from custodial partners, and help drive cross‑functional initiatives.

Additionally, they will play a key role in supporting the broader Investment Operations team across areas such as SMA Operations and other initiatives related to our evolving Investment Platform.

We’re looking for a collaborative and solutions‑oriented leader who combines deep custodial expertise with sound operational judgement. The ideal candidate thrives in a fast‑paced, collaborative, high‑growth environment and brings experience navigating multi‑custodian environments, managing transitions, strengthening data governance and controls, and building scalable processes through documentation, standardization and cross training. This is a unique opportunity to join a growing team and help shape the future of Operations  are open to hiring in Reston, Atlanta, or Chicago.

• Primary support for the Director of Custodian Operations: Translating strategy into execution by running the day‑to‑day operations and ensuring alignment between strategic objectives and tactical delivery. Assisting with leadership summaries.
• Escalation Point for Time‑Sensitive or Complex Issues: Serve as a trusted partner to advisors, CAs, and other internal teams to diagnose and resolve complex or high priority issues across custodians. Advocating on behalf of advisor teams to resolve service issues quickly by relying on deep knowledge of custodian contacts and service channels, minimizing the impact and serving in the client’s best interests.
• Subject Matter Expertise: Serve as a Subject Matter Expert (SME) by developing deep knowledge of custodian platforms capabilities, data feeds, entitlements structures, SLAs, fee structures, and service models. Provide strategic input on custodian selection, optimization, and long‑term operating model design.
• Cross‑Functional Collaboration: Represent Custodian Ops in cross‑functional initiatives and working groups. Partner closely with Operations, Technology, Data, Compliance, Investments, and Custodians.
• Custodian Onboarding & Integrations: Oversee custodian onboarding, conversions, and M&A transitions, ensuring data feeds, entitlements, documentation, and integrations are properly configured and tested. Develop and maintain a repeatable onboarding playbook for new teams or custodians.
• Data Governance…