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Regional Wealth Advisory Leader
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-15
Listing for:
Cresset Capital
Full Time
position Listed on 2026-07-15
Job specializations:
-
Management
BD Manager
Job Description & How to Apply Below
Cresset Capital in New York is seeking a Regional Managing Director, Wealth Advisory to lead and develop Advisor teams across a designated region. This role partners with Advisors to drive development, sales effectiveness, client experience, and operational excellence.
Responsibilities include serving as the senior leader for Advisors, coaching on business development, recruiting top talent, managing performance, and collaborating with cross‑functional partners to execute strategic initiatives.
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