Associate Director, Wealth Strategy

Experience Level: Experienced

Location:

Atlanta Office – Atlanta, GA 30326

The Associate Director, Wealth Strategy (ADWS) is a junior member of the wealth strategy team and will support senior wealth strategists in serving family office, non‑family office and Cresset Catalyst clients. The ADWS will also serve as an internal resource for advisors and will work to support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory.

The ADWS will be primarily responsible for reviewing and summarizing existing documents, providing observations for amendments or opportunities for additional planning, running tax projections, modeling advanced planning techniques and providing ongoing advice regarding the administration of family structures.

Candidates must have experience in advanced estate planning including wealth planning/coordination, family risk management, and trust administration. The ADWS will be part of a multidisciplinary team and must be a cultural fit in a collaborative, collegial team environment that is focused on impeccable client service delivery. It will be crucial to develop insight and understand the needs and dynamics of the families we serve.

• Juris Doctor degree and three or more years of trust and estate experience required, preferably in a law firm environment, another financial institution, or trust company
• Familiarity with wealth transfer planning, trust administration, fiduciary knowledge, experience within context of HNW/UHNW clients; tax knowledge highly preferred; family business experience in planning or consulting preferred
• Exhibit high degree of initiative with excellent analytical, technical, and critical‑thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, and perform essential duties
• Excellent reading, writing, grammar, spelling, punctuation, proofreading and formatting in order to interpret source documents and prepare concise, client‑friendly materials
• Ability to perform mathematical calculations and apply mathematical concepts when computing, running estate tax projections and verifying numerical data on balance sheets and gift and estate tax returns
• Positive attitude and willingness to learn and grow
• Exhibits a probing mind, ability to manage multiple priorities simultaneously while maintaining attention to detail
• Establishes and maintains effective working relationships with peers and strategic partners
• Must be articulate, organized, and attentive to instructions and deadlines
• Self‑starter with the ability to juggle several deadlines, and high personal accountability
• Approaches problems with a sense of urgency, creativity, and tenacity
• The ability to operate in a dynamic and fast‑paced environment is essential
• Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
• Proficient in the use of Microsoft Office programs including Word, Excel, PowerPoint, Outlook and Visio, and other office software and technology
• Collaborative and able to work effectively in a team environment as a participant or leader
• Versatile, flexible, and a willingness to work within constantly changing priorities

Starting base salary is $100,000 – $120,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full‑time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long‑term disability insurance, voluntary critical and accident insurance, and pre‑tax parking and transportation programs.

Aligning employee and organizational interests, all employees receive equity in Cresset.

It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed service member status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law.

It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.