About this opportunity
Cresset lists this Director, Advisor Transitions & Integration Lead opportunity in chicago, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Cresset, a leading independent multi-family office, seeks a Director, Advisor Transitions & Integration to lead advisor and client transitions from due diligence through full integration. This role blends strategy with hands‑on execution, embedding with teams, custodians and partners to deliver a seamless client experience.
You will drive readiness, develop operating models, coordinate resources across advisory practice management, client service, technology and HR, and maintain calm leadership
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.