DIRECTOR, INTEGRATION LEAD

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

The Integrations Lead is a highly visible role responsible for the onsite management and execution of complex advisory team transitions. Reporting to the Head of Advisor Lift Out Integrations, this role leads Transition team members and Client Service Integration Specialists throughout active integrations, ensuring that client onboarding and service enrollment are executed accurately, efficiently, and with urgency. The role serves as the primary onsite escalation point and is accountable for maintaining momentum, resolving issues in real time, and ensuring transition plans, milestones, and deliverables are completed successfully.

Operating in a fast-paced, high-stakes environment, the Integrations Lead must bring sound judgment, composure, and decisive leadership to situations that often require immediate action. This individual leads by example, establishes clear priorities and accountability across the onsite team, and maintains a calm, professional presence while making critical business decisions in real time. The role works closely with advisory teams, senior leaders, custodians, and cross-functional partners to identify risks and dependencies, influence outcomes, and drive issues to resolution.

Key Responsibilities

• Lead onsite transition execution of newly joined advisory teams, establishing clear priorities, responsibilities, timelines, and performance expectations throughout the transition.
• Oversee end-to-end execution of client onboarding, service enrollment, account transitions, ensuring work is completed with speed, accuracy, and adherence to firm policies and procedures.
• Maintain accurate status reporting and monitor transition progress, adjusting priorities and resources as needed to maintain momentum and meet deadlines.
• Serve as the primary onsite escalation point, troubleshooting complex issues in real time and escalating matters requiring broader organizational support.
• Lead the onsite team with consistency and composure, providing direction, coaching, and real-time feedback while reinforcing performance expectations.
• Serve as the central liaison across stakeholders and senior leadership, aligning priorities, removing roadblocks, driving timely resolution, and clearly communicating key updates, decisions, risks, and next steps.
• Collaborate cross-functionally to ensure operational readiness before and throughout transition, including technology access, training, and other Day One and post-transition requirements.
• Identify recurring transition challenges and apply lessons learned to improve workflows, resources, technology adoption, and future integration execution.
• Travel approximately 75% of the time, including extended onsite periods, short-notice travel, and occasional weekend work during active transitions.

Qualifications

Qualifications

• Bachelor's degree in Business, Finance, Management, or a related field preferred; equivalent relevant professional experience will be considered.
• 10+ years of relevant experience, including 5+ years of direct people management in wealth management.
• Deep working knowledge of wealth management operations, investment products, financial account types, custodial processes, client onboarding, and related operational workflows.
• Demonstrated experience leading teams and complex transition in deadline-driven environments, with strong project management skills.
• Ability to coach and develop team members, communicate expectations clearly, provide constructive feedback, and guide others through problem identification and resolution.
• Strong analytical, problem-solving, and judgment skills, with the ability to evaluate competing interests, anticipate consequences, navigate ambiguity, and make timely decisions in complex situations.
• Exceptional written and verbal communication skills with the ability to build trust and communicate effectively to diverse audiences.
• Results-focused and highly accountable, with demonstrated success improving team execution, resolving barriers, and delivering against demanding business objectives.
• Ability to travel approximately 75% of the time, including frequent short-notice travel, extended onsite periods, and occasional weekends during active transitions.

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 salary is $150,000 - $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