Director, Advisor Transitions & Integrations

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.

Director, Advisor Transitions & Integration As Cresset continues to grow through acquisitions, lift-outs, strategic hires, and organic expansion, exceptional onboarding and integration has become a core differentiator of our business. The Director, Advisor Transitions & Integration is responsible for overseeing advisor and client transitions from initial due diligence through full integration. This leader will define the strategy, operating model, governance, and execution standards that enable Cresset to deliver a seamless experience for incoming advisors, their team, and clients.

While this role is strategic, it is equally operational. During periods of advisor onboarding and integration, the Director is expected to be fully embedded with incoming teams, working side by side with advisors, internal Cresset subject matter experts, custodians and 3rd party partners to coordinate resources, remove obstacles, and ensure the successful transition of clients and assets.

This is not a role that leads integrations from afar; it requires a leader who is equally comfortable developing plans and rolling up their sleeves to execute alongside the business teams. During onboarding, the Director is expected to be physically present with incoming teams for multiple, consecutive weeks. They will work directly alongside Advisory Practice Management Operations, Client Service, Technology, HR, Compliance, Legal, and other business functions to ensure resources are effectively coordinated and issues are identified and resolved quickly so advisors and their team members can remain focused on serving clients.

Success requires calm leadership under pressure, sound judgment, and the ability to rapidly prioritize competing demands while maintaining an exceptional advisor and client experience.

Key Responsibilities Transaction Due Diligence Serve as an active partner to Corporate Development and Advisory Leadership during due diligence to assess operational readiness, integration complexity, technology environments, organizational structures, client service models, and transition risks.

Evaluate advisor operating models and identify opportunities to accelerate integration while preserving the elements that make teams successful.

Lead readiness planning by developing preliminary integration strategies, day one operating models, transition timelines, pre-close checklists, break readiness, resource requirements and alignment internally and with partners, and risk mitigation and contingency plans ahead of break.

Quickly build trusted relationships with incoming leadership teams and team members to establish confidence and ensure a seamless transition.

Support late-stage conversations by clearly articulating the integration approach and advisor experience

Identify critical decisions that must be…