ASSOCIATE, BUSINESS MANAGEMENT SERVICES
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About The Position
Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset's goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron's and Forbes Top RIA Firm. Cresset is seeking an Associate, Business Management Services with 3+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele, specifically within our Sport and Entertainment Division. 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. This person will also coordinate all Family Office Services including but not limited to the following: Banking and Lending, Bill-pay, Insurance, Budgeting, Tax Planning, Monthly Reporting, Concierge Services, and Record Maintenance.
