DIRECTOR, INTEGRATIONS

Cresset Capital•Chicago, IL

1d•$160,000 - $180,000•Onsite

About The Position

The Director of Integrations plays a critical role in partnering with the Head of Integrations to successfully execute Cresset’s growth strategy across M&A and lift-outs. This role serves as the primary operator responsible for translating integration strategy into execution, ensuring seamless transitions of clients, systems, data, processes, and people into the firm. Working closely with internal stakeholders and incoming teams, this individual will deliver a consistent, high-quality advisor and client experience while helping to build and scale Cresset’s integration capabilities, contributing to the firm’s continued growth.

Requirements

Bachelor’s degree required
7–10+ years of experience in financial services, wealth management, or integration-focused roles
Proven ability to lead complex, multi-workstream initiatives and fluency with project management tools (e.g., Asana)
An understanding of custodial platforms (Schwab, Fidelity, Pershing), advisor technology ecosystems (e.g., Addepar, E-Money, MSCI Wealth, Salesforce), and investment portfolio structures
Exceptional communication, organizational, relationship-building, and stakeholder management skills
Ability to operate with a high degree of ownership in a fast-paced, evolving environment
Clear alignment with Cresset’s values of client-first excellence, partnership, collaboration, and continuous improvement

Nice To Haves

advanced degree or certifications a plus

Responsibilities

Lead day-to-day execution of integration plans across M&A and lift-outs
Translate strategic integration plans into detailed workstreams, timelines, and deliverables
Serve as the primary operator ensuring milestones, risks, and dependencies are actively managed
Identify and resolve issues early, escalating when appropriate
Participate in due diligence to identify key risks, operating models, and integration considerations
Support late-stage conversations by clearly articulating the integration approach and advisor experience
Lead readiness planning, including pre-close checklists, break readiness, and contingency planning
Serve as a primary point of contact for incoming teams
Ensure a smooth transition experience while maintaining Cresset standards
Reduce friction for advisors and clients through proactive problem-solving and communication
Drive coordination across operations, compliance, technology, reporting, finance, HR, and client service
Establish clear ownership and accountability across all integration workstreams
Lead regular integration meetings / discussions and working sessions to track progress and resolve blockers
Oversee integration of technology tools (ex. Salesforce, Addepar, custodian platforms, and financial planning)
Coordinate data migration, validation, and reconciliation
Identify and resolve system gaps, inconsistencies, and reporting issues
Support review and mapping of portfolios, securities, and alternative assets
Coordinate platform approvals and transitions with investment and operations teams
Address custodial setup, pricing discrepancies, and account structure issues
Develop and refine integration playbooks and best practices
Document lessons learned and continuously improve workflows
Support scaling the integration function as deal volume grows