Associate, Advisor Practice Management; APM Business Analyst

Overview

Cresset is seeking an APM Business Analyst to join our Advisor Practice Management team. This role will serve as the analytical backbone of the team, ensuring advisor data integrity, generating insights, and producing executive-ready materials that drive strategic decision-making. The ideal candidate thrives in data analysis, enjoys building systems that enable continuous improvement, and wants to shape advisory performance strategy. This role blends analytics, business management, and cross-functional collaboration to advance the efficiency and impact of our advisory teams.

Location:

Atlanta, GA or Minnetonka, MN (Hybrid, minimum 3 days/week in office).

Required experience:

2–5 years in an analytical and/or technical role, with a strong educational background demonstrating quantitative ability.

Job Title: Associate, Advisor Practice Management (APM) Business Analyst

What we offer: Starting base salary range: $80,000 - $100,000. Competitive compensation including annual incentive and comprehensive benefits (medical, dental, vision, life insurance; 401(k); health savings accounts; disability insurance; voluntary insurance; pre-tax parking and transportation). Equity granted to all employees.

Equal Employment Opportunity: It is the policy of Cresset to ensure equal employment opportunity for all employees and applicants without regard to race, color, religion, sex, pregnancy, national origin or ancestry, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. Reasonable accommodation is provided for applicants with disabilities where required by law.

About Cresset: Cresset is an independent, award-winning multi-family office and private investment firm focused on delivering an exceptional client experience through a client-first, entrepreneurial approach. We are building a 100+ year firm rooted in long-term relationships and shared success.

* Disclosures related to awards, recognitions, and rankings available here.

Atlanta, GA or Minnetonka, MN (Hybrid, minimum 3 days/week in office)

• Data & Analytics
  • Maintain KPIs, dashboards, and reports to support Quarterly Business Reviews.
  • Ensure accurate, timely, and insightful data through partnership with Finance and Operations.
  • Continuously improve advisor technology/digital experience by centralizing key KPIs and information for advisors.
  • Track and monitor advisor productivity, growth, and retention metrics.
  • Provide ad hoc analysis and executive-level insights to APM leadership, RMDs, and firm executives.
• Business Strategy & Operations
  • Build analyses and presentations that influence leadership decisions.
  • Support adoption and usage of CRM, planning, and reporting tools across advisory practices.
  • Assist with risk management tasks, including compliance data monitoring.
  • Manage data maintenance and provide support across advisor systems.
  • Drive cross-functional collaboration between advisory teams and internal stakeholders.
• Technology & Continuous Improvement
  • Serve as the technology representative for the APM team, identifying opportunities to leverage new tools.
  • Partner with Technology and Operations to enhance workflows and ensure systems meet advisor needs.
  • Lead continuous improvement initiatives, focusing on efficiency and scalability.
  • Contribute to special projects for the Head of Advisory and APM leadership.

• Bachelor’s degree in finance, Business Analytics, Economics, Data Science, or related field.
• 3–5 years of experience in data analytics, business management, consulting, or wealth management (RIA/financial services experience preferred).
• Advanced proficiency in Excel and Power BI (or equivalent BI tools).
• Strong analytical skills with exceptional attention to detail.
• Effective communicator able to distill insights for executives.
• Proven organizational and project management skills; comfortable balancing multiple priorities.
• Experience in CRM and reporting systems;
  Salesforce familiarity a plus.
• High level of professionalism, discretion, and integrity; ownership mindset and ability to work independently.
• Align with Cresset Values and Vision.

• Associate

• Full-time