Regional Managing Director, Client Service

Regional Managing Director, Client Service

New York Office
- New York, NY 10017;
Atlanta Office
- Atlanta, GA 30326;
Reston Office
- Reston, VA 20190

Salary Range $ - $ Salary/year Level Management

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.

Proudly owned by our clients and employees, 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 and Forbes among the nation's top RIA firms, and as one of the industry's best places to work, Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Cresset is seeking a Regional Managing Director, Private Wealth Client Services with experience managing the administrative and operational needs of Advisor and Client Associate teams. The candidate will serve as a primary point of contact within a region to manage and support client service associates in delivering exceptional service to ultra-high-net-worth clients.

Advisor Partnership & Business Support

• Cultivate trusted partnerships with advisors to gain a deep understanding of team objectives, operational needs, and growth strategies.
• Provide consultative guidance on team structure, talent development, capacity planning, and headcount growth.
• Advise on client segmentation strategies and service models to enhance scalability, efficiency, and client outcomes.
• Serve as a senior escalation point for complex client matters, partnering across internal and external stakeholders to deliver effective and timely resolutions.
• Build and maintain a strong partnership with Regional Managing Director (RMD) counterparts to proactively identify advisor and client needs and implement solutions that drive business success and an exceptional client experience.

Client Associate Leadership & Team Management

• Lead and oversee client service operations across the region, ensuring consistent delivery of high-quality service and proactively addressing service gaps and improvement opportunities.
• Develop, mentor, and inspire a high-performing team through coaching, goal setting, performance management, and professional development initiatives.
• Oversee talent management activities, including hiring, workforce planning, performance evaluations, promotions, compensation recommendations, and employee transitions.
• Analyze client service metrics and operational data to assess staffing needs, improve workflows, and enhance team productivity and effectiveness.
• Foster a collaborative, inclusive culture that reflects and advances Cresset's values, mission, and brand.

Strategic Leadership & Operational Excellence

• Partner with cross-functional leaders to develop and execute firmwide initiatives, leveraging thought leadership and strategic influence to drive meaningful outcomes.
• Collaborate with senior leadership to enhance the client experience, improve operational effectiveness, and strengthen client satisfaction and retention.
• Champion transformative change initiatives that establish scalable, standardized processes and best practices across the client service organization.
• Monitor and evaluate key performance indicators (KPIs), including fee rate assignments, margin utilization, and account administration metrics within Addepar. Identify opportunities for improvement and drive accountability to service, process, and performance standards.
• Design and implement service standards, operating procedures, and best practices that promote consistency, efficiency, and exceptional client service.
• Ensure adherence to regulatory requirements, internal controls, and firm policies by proactively identifying, mitigating, and managing operational and client-related risks.

Bachelor's degree in Business, Finance, or a related field, or equivalent combination of education and industry experience.

• 10+ years of experience within financial services, supporting ultra-high-net-worth advisors and clients.
• 5+ years of leadership experience, managing and developing high-performing, client centric teams.
• Demonstrated experience in business management, risk oversight, and operational controls within a wealth management environment.
• Proven success leading, developing, and motivating high-performing, client-centric teams.
• Deep understanding of client onboarding, account maintenance, and client service operations.
• Strong ability to balance…