Director, Integrations

About CressetCresset 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.Director, IntegrationsThe Director of Integrations plays a critical role in partnering with the Head of Integrations to successfully execute Cresset’s growth strategy across M&A and lift-outs. This role serves as the primary operator responsible for translating integration strategy into execution, ensuring seamless transitions of clients, systems, data, processes, and people into the firm. Working closely with internal stakeholders and incoming teams, this individual will deliver a consistent, high-quality advisor and client experience while helping to build and scale Cresset’s integration capabilities, contributing to the firm’s continued growth.What We’re Looking ForA proven operator who brings structure, discipline, and execution rigor to complex integrationsA systems thinker who can identify patterns, surface insights, and help evolve integration strategy over timeA collaborative partner who can translate strategic vision into clear, actionable plansA leader who is comfortable operating without direct authority and influencing across the organizationKey ResponsibilitiesIntegration Execution & DeliveryLead day-to-day execution of integration plans across M&A and lift-outsTranslate strategic integration plans into detailed workstreams, timelines, and deliverablesServe as the primary operator ensuring milestones, risks, and dependencies are actively managedIdentify and resolve issues early, escalating when appropriateDeal Lifecycle ParticipationParticipate in due diligence to identify key risks, operating models, and integration considerationsSupport late-stage conversations by clearly articulating the integration approach and advisor experienceLead readiness planning, including pre-close checklists, break readiness, and contingency planningAdvisor & Client TransitionServe as a primary point of contact for incoming teamsEnsure a smooth transition experience while maintaining Cresset standardsReduce friction for advisors and clients through proactive problem-solving and communicationCross-Functional LeadershipDrive coordination across operations, compliance, technology, reporting, finance, HR, and client serviceEstablish clear ownership and accountability across all integration workstreamsLead regular integration meetings / discussions and working sessions to track progress and resolve blockersSystems & Data IntegrationOversee integration of technology tools (ex. Salesforce, Addepar, custodian platforms, and financial planning)Coordinate data migration, validation, and reconciliationIdentify and resolve system gaps, inconsistencies, and reporting issuesInvestment & Platform IntegrationSupport review and mapping of portfolios, securities, and alternative assetsCoordinate platform approvals and transitions with investment and operations teamsAddress custodial setup, pricing discrepancies, and account structure issuesProcess & Playbook DevelopmentDevelop and refine integration playbooks and best practicesDocument lessons learned and continuously improve workflowsSupport scaling the integration function as deal volume growsQualificationsBachelor’s degree required; advanced degree or certifications a plus7–10+ years of experience in financial services, wealth management, or integration-focused rolesProven ability to lead complex, multi-workstream initiatives and fluency with project management tools (e.g., Asana)An understanding of custodial platforms (Schwab, Fidelity, Pershing), advisor technology ecosystems (e.g., Addepar, E-Money, MSCI Wealth, Salesforce), and investment portfolio structuresExceptional communication, organizational, relationship-building, and stakeholder management skillsAbility to operate with a high degree of ownership in a fast-paced, evolving environmentClear alignment with Cresset’s values of client-first excellence, partnership, collaboration, and continuous improvementWhat We Offer:At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary is $160,000 - $180,000. 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.Equal Employment OpportunityIt 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 servicemember 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.*Disclosures related to awards, recognitions, and rankings available here.Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.