Associate Director, Family Governance & Education

Cresset is seeking an Associate Director of Family Governance with a focus on wealth education, rising generation engagement, and family culture.

Reporting to the Head of Family Governance, this position offers the opportunity to quickly grow into a multigenerational family consulting role, supporting complex family systems and long-term governance design. The ideal candidate is passionate about education, personal development, and intergenerational connection and brings a foundation in family dynamics, facilitation, or psychology. This role requires travel of up to 30%, including for family meetings, retreats, rising generation programs, and external conferences.

• Rising Generation Engagement & Education
• Design, facilitate, and deliver educational programs for the rising generation focused on financial literacy, leadership, stewardship, and philanthropy.
• Build and maintain a network of rising generation participants across Cresset families, creating opportunities for connection, shared learning, and collaboration.
• Develop off-the-shelf and bespoke educational resources, including digital content, toolkits, and experiential learning opportunities.
• Collaborate with the governance team to measure program impact and refine curriculum over time.
• Family Governance Support
• Partner with senior team members to support family meetings, workshops, and retreats, with an emphasis on communication, shared purpose, and decision-making.
• Contribute to research and development of frameworks for family governance, including charters, family constitutions, and succession planning materials.
• Observe and participate in multigenerational family consulting engagements to gain exposure to complex governance and advisory work.
• Internal & External Collaboration
• Work with Cresset advisors and relationship managers to integrate rising generation and educational offerings into broader client service models.
• Support advisor training and development, helping team members better understand family systems, generational transitions, and engagement strategies.
• Collaborate with advisors and other colleagues to create cross-functional family learning experiences.
• Represent Cresset at external conferences and events relevant to family governance, rising generation education, and family enterprise; attend, speak, or present as appropriate.
• Assist in the design and facilitation of peer learning cohorts for rising generation participants across Cresset families.
• Build scalable systems for community engagement, including digital platforms, events, and partnerships.

• Education and Experience
• Bachelor's Degree Required
• Minimum of 5 years of experience working with HNW or UHNW families, or in a family office, educational, or advisory environment.
• Demonstrated experience in curriculum development, facilitation, or program design for young adults or family members.

• Exceptional interpersonal and facilitation skills, with comfort engaging across generations.
• Strong project management and collaborative skills, with the ability to bring structure to creative initiatives.
• Excellent communication and presentation skills, with the ability to engage both youth and senior family members.
• Curiosity, empathy, and a genuine interest in family systems, education, and human development.

• Familiarity with family systems theory and its application to governance and family enterprise.
• Knowledge of financial literacy education, philanthropy, or leadership development.
• Experience with coaching, mediation, or group facilitation.
• Desire to grow into a multigenerational family consultant, supporting families in governance, communication, and legacy planning.
• Strong comfort with technology, including designing high-quality presentations, using productivity and workflow tools to streamline and scale programs, and leveraging platforms such as Salesforce and AI-enabled tools to enhance efficiency and client experience.
• Experience with Asana, Chat GPT, Canva, and any educational platform software is a plus.