ASSOCIATE DIRECTOR, CLIENT PORTAL & DIGITAL SOLUTIONS MANAGER

Cresset Capital•Chicago, IL

49d•$90,000 - $120,000

About The Position

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. Client Portal & Digital Solutions Manager We are seeking an experienced and forward-thinking Client Portal & Digital Solutions Manager to lead the strategy, administration, and continuous enhancement of our client-facing digital ecosystem. This role oversees the design, delivery, and integration of our client portal and related technologies, ensuring a seamless, secure, and engaging digital experience for clients and internal teams. The ideal candidate brings deep operational knowledge of RIA and wealth management technology platforms including Addepar, strong project and vendor management expertise, and a passion for leveraging digital tools to enhance client engagement and operational efficiency

Requirements

Bachelor's degree in Finance, Business Administration, Information Systems, or related field.
8-10+ years of experience in technology, operations, or client service roles within a Registered Investment Advisor (RIA), family office, or asset management firm.
Demonstrated experience managing client portal and performance reporting platforms (e.g., Addepar, InvestCloud, Tamarac, or similar).
Strong understanding of investment data structures, reporting workflows, and custodial integrations.
Proven experience leading cross-functional technology or digital transformation projects.
Excellent organizational, communication, and leadership skills with the ability to influence across teams.
Strong analytical and problem-solving abilities with attention to detail.

Nice To Haves

Familiarity with APIs, data mapping, and process automation.
PMP or similar project management certification.
Experience with vendor selection and contract management.
Strong grasp of data security, compliance, and privacy standards in client-facing technology.
Knowledge of UX/UI principles and user-centered design approaches.

Responsibilities

Serve as the primary administrator and owner of the client portal platform, ensuring optimal configuration, security, and user experience.
Design, implement, and maintain customized client dashboards, views, and reporting tools.
Lead client onboarding and training processes, providing expert guidance on platform features and functionality.
Act as the internal advocate for the client digital experience, ensuring that all solutions enhance satisfaction, engagement, and accessibility.
Gather and analyze client feedback to drive ongoing improvements and feature enhancements.
Oversee integration of client portal and related systems with CRM, performance reporting, financial planning, and document management platforms.
Ensure data accuracy, integrity, and flow across systems through proactive monitoring, reconciliation, and validation.
Collaborate with custodians, data providers, and vendors to resolve data and connectivity issues.
Identify and implement opportunities for automation, workflow optimization, and enhanced data delivery.
Develop and execute a comprehensive digital product strategy aligned with firm-wide goals.
Collaborate with cross-functional teams-including technology, operations, compliance, investments, and client service-to design and implement new digital capabilities.
Conduct usability testing and incorporate feedback to ensure an intuitive and user-centric digital experience.
Support digital integration and technology alignment during mergers, acquisitions, or platform migrations.
Manage relationships with external technology vendors and solution providers.
Lead technology and process improvement initiatives from concept to execution, including scoping, planning, testing, and implementation.
Maintain a clear, prioritized roadmap of digital initiatives and ensure timely, high-quality delivery.
Monitor vendor performance and ensure service levels meet organizational standards.
Stay current on emerging fintech trends, client engagement technologies, and best practices within the wealth management industry.
Evaluate and recommend new technologies to enhance the client experience and streamline internal operations.
Lead internal discussions and presentations on digital innovation, ensuring alignment with long-term strategic goals.
Manage and mentor team members responsible for supporting client portal operations and technology solutions.
Establish and maintain documentation, workflows, and standard operating procedures.
Partner with compliance and information security teams to ensure all digital systems meet regulatory and data protection standards.

Benefits

Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs.

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