Director, Private Wealth Client
-
Finance & Banking
-
Management
Job Description & How to Apply Below
Cresset in Atlanta seeks a Director of Private Wealth Client Services with 10+ years managing the administrative and private banking needs of ultra‑high‑net‑worth clients. You will be the primary contact for clients and work closely with a portfolio manager to deepen relationships and drive retention and growth.
You will lead onboarding, implement investment strategies, coordinate with CPAs and attorneys, and oversee multi-custodial platforms, reporting, and tax document facilitation,
The following position is for a Director, Private Wealth Client Experience with Cresset.
This posting is for the Director, Private Wealth Client Experience role at Cresset, based in Atlanta, GA, United States.
We are looking to fill the Director, Private Wealth Client Experience position at Cresset in Atlanta, GA, United States.
The Director, Private Wealth Client Experience role at Cresset is now open for applications in Atlanta, GA, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
View / Apply for Jobs
Matching My Jurisdiction