DIRECTOR, BUSINESS MANAGEMENT OPERATIONS

About Cresset

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.

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 among the nation’s top multi-family offices,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Job Description

Cresset’s Business Management Group is part of Cresset’s Sport and Entertainment (CSE) division, specializing in serving athletes and entertainers. Designed specifically for this unique clientele, we seek to provide comprehensive support across a full range of family office offerings, including white glove private banking, endorsement tracking, financial reporting, risk management, and concierge services. Our deep expertise in these areas enables us to navigate the distinct challenges and opportunities associated with careers in sports and entertainment.

We offer personalized services that reflect the individuality of each athlete and entertainer we work with. Our clients include professional athletes, sports executives, athletic coaches, and entertainers. By focusing solely on this niche, we aim to simplify the complexities of contracts, endorsements, and personal finances, allowing our clients to excel in their fields while we handle everything that touches their wallet.

Position Overview

Cresset is seeking a Director, Business Management Operations to lead the client-facing Business Management team within Cresset Sports & Entertainment. This individual will oversee day-to-day operations, develop the team, and ensure the delivery of exceptional, highly personalized services to our athlete and entertainer clientele.

The Director will serve as the primary operational liaison between Business Management, Family Office Services (FOS), CFO Services, Tax, and other internal partners. The role oversees client service workflows, banking and vendor relationships, cash management approvals, and coordination of client deliverables. While primarily operational, the Director may serve as a senior resource for significant or complex client relationships.

Primary Responsibilities

• Lead and develop the client-facing Business Management team, overseeing performance, workload distribution, service standards, and accountability.
• Oversee client service requests and deliverables, coordinating with FOS production teams to ensure appropriate review, accuracy, timeliness, and proactive follow-through.
• Serve as the primary liaison with FOS, CFO Services, Tax, and other internal partners to resolve client needs and maintain clear ownership across teams.
• Support significant or complex client relationships directly when senior business management expertise is needed.
• Own operational relationships with external banking partners, custodians, and key service vendors; oversee client-facing cash management activities.
• Serve as an authorized signer on designated accounts where applicable, and review and approve wires, transfers, and disbursements within delegated authority and established controls.
• Coordinate and prioritize Business Management workflows, resolve operational escalations, and continuously improve processes, technology, and scalability

Qualifications

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or a related field, or equivalent industry experience.
• 8+ years of experience in business management, preferably at a firm serving athletes, entertainers, and high-net-worth individuals.
• Demonstrated experience managing and developing client-facing teams and driving operational performance.
• Strong technical understanding of accounting principles, financial statements, general ledgers, charts of accounts, reconciliations, cash management, and tax-related workflows.
• Experience working with high-net-worth clients and collaborating with advisors, CPAs, attorneys, and other professionals.
• Experience managing banking and vendor relationships, cash movement approvals, and financial controls.
• Ability to improve processes and scale high-touch service delivery; familiarity with banking, custodial, accounting, and reporting platforms.
• Excellent communication, organization, independent judgment, attention to detail, and discretion.

What Success Looks Like

• Clients experience Business Management as an indispensable, high-value service that meaningfully improves their financial lives and positions them for long-term financial success.
• The team delivers proactive, personalized service that builds trust, strengthens relationships, and supports long-term retention.
• Client needs and deliverables are coordinated accurately and on time across supporting teams, while processes continually improve to support growth.

What We Offer:

At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary is $175,000 - $200,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. 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.

Equal Employment Opportunity

It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Everything Starts With Culture.

Our Vision

We exist to optimize wealth and elevate life—giving clients the time, clarity, and trusted partnership to pursue what matters most.

Our Values