Associate Director Pipeline Management

Associate Director, Growth & Pipeline Management

Job Summary

We are looking for an Associate Director to oversee inbound prospect pipeline execution and performance, converting marketing-generated demand into advisor meetings, qualified opportunities, and new client relationships.

Prospect Qualification & Advisor Matching

• Serve as the primary point of contact for qualified inbound prospects generated through digital marketing.
• Conduct consultative discovery conversations to understand a prospect’s financial situation, goals, service needs, and overall fit for the firm.
• Communicate the firm’s value proposition, capabilities, and service offerings in a compelling and client‑centric manner.
• Assess prospective opportunities and determine the advisor team best positioned to serve each client based on expertise, geography, complexity, and likelihood of successful conversion.
• Facilitate warm introductions and seamless handoffs to advisor teams, ensuring a high‑quality prospect experience.

Pipeline Management & Conversion Performance

• Own day‑to‑day management and performance of an inbound lead pipeline from inquiry through advisor engagement.
• Ensure qualified leads are contacted, routed, and managed per service‑level standards.
• Monitor pipeline health, lead progression, advisor responsiveness, and conversion performance across all funnel stages.
• Identify bottlenecks, stalled opportunities, and areas of conversion leakage, partnering with advisors and stakeholders to improve outcomes.
• Support achievement of lead response time, pipeline coverage, and client revenue/acquisition goals.

Revenue Operations & Insights

• Maintain accurate pipeline tracking, forecasting, and reporting within Salesforce and other dashboards.
• Ensure data integrity, process consistency, and visibility across all lead management activities.
• Partner with Growth Marketing to support lead attribution and measure the effectiveness of marketing‑generated opportunities.
• Develop and deliver reporting on pipeline performance, advisor activity, lead quality, conversion trends, and revenue outcomes.
• Provide actionable insights that support decision making and continuous improvement.

Growth Optimization & Cross‑Functional Partnership

• Partner closely with Growth Marketing, advisors, and leadership to improve lead quality, conversion performance, and overall funnel effectiveness.
• Analyze performance by lead source, advisor, geography, and market segment to identify opportunities for optimization.
• Recommend and implement enhancements to lead qualification, routing, follow‑up, and conversion processes.
• Share best practices, insights, and recommendations that support scalable growth and an exceptional prospect experience.

• Bachelor’s degree required;
  Business, Finance, Economics, Marketing, or related field preferred.
• 5–8+ years of experience in wealth management, business development, client acquisition, sales operations, pipeline management, or related functions.
• Strong understanding of wealth management, family office services, and the needs of high‑net‑worth and ultra‑high‑net‑worth clients.
• Demonstrated ability to conduct consultative discovery conversations and build credibility with prospective clients.
• Strong analytical skills and experience interpreting data and translating insights into action.
• Excellent verbal and written communication skills.
• Strong attention to detail, work quickly and accurately.
• Experience with CRM systems and lead pipelines, preferably Salesforce.
• Ability to manage multiple priorities in a fast‑paced environment.
• Professionalism, integrity, and client‑service orientation.
• Self‑directed and able to work with individuals at all levels, including executive management.
• Ability to work independently as well as with a team.

Base salary range: $120,000 – $140,000 per year. Compensation is based on experience, licenses, industry knowledge, and location. In addition to base salary, the firm offers an annual incentive and a comprehensive benefits package including medical, dental, vision, life insurance, 401(k), health savings accounts, short‑term and long‑term disability insurance, critical and accident insurance, pre‑tax parking and transportation programs, and equity.

Cresset is an equal opportunity employer. All hiring decisions are made without regard to race, color, religion, sex, national origin, disability, veteran status, or any other characteristic protected by applicable law.