Head of Advisor Transitions & Integrations
Listed on 2026-10-06
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Management
Change Management, Wealth Management
Cresset is hiring a Director, Advisor Transitions & Integration to oversee advisor and client transitions from due diligence through full integration. You will define strategy, operating model, governance, and execution standards to deliver a seamless onboarding experience for incoming advisors and their teams.
The role requires 8–10+ years in wealth management or integration roles, excellent stakeholder management, and travel readiness for ongoing acquisitions and integrations.
We are looking to fill the Head of Advisor Transitions & Integrations position at CCM ADMINISTRATIVE SERVICES LLC in Minnetonka, MN, United States.
The following opportunity is for a Head of Advisor Transitions & Integrations with CCM ADMINISTRATIVE SERVICES LLC.
Our group is growing, and we are hiring a Head of Advisor Transitions & Integrations in Minnetonka, MN, United States.
This opportunity is for the Head of Advisor Transitions & Integrations role at CCM ADMINISTRATIVE SERVICES LLC.
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