Cresset refers to Cresset Capital Management, LLC and all of its subsidiaries and affiliates. Copyright 20082023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. { "name": "Native_infosite_salaries_fluid_en-US","id": "div-AdSlot-ld1trmmq", "fluid": true }. Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Bachelors degree preferred or equivalent industry experience, finance, or accounting degree a plus, Proactive thinker: has the emotional skill set to interact with clients who have high expectations and demands, Meticulous attention to detail and follow-through and an ability to perform tasks with a high degree of accuracy and efficiency, Excellent communication skills, both written and oral, Strong organizational, communication, leadership, and interpersonal skills, Must be a team player willing to contribute in a variety of ways to their advisor teams and broader Cresset team, Ability to develop and maintain collaborative relationships internally and among clients and custodians externally, Ability to manage sophisticated, complex, and challenging situations from origination to completion, Ability to exercise judgment in managing confidential or sensitive information, Demonstrated passion for delivering exceptional client service, High degree of professionalism and flexibility in a demanding, fast-paced and frequently changing environment, Proficiency with Salesforce, Microsoft Office Suite (Word, Excel, and PowerPoint) and Microsoft Outlook, General comfort level with Internet/intranet usage and ability to learn proprietary software and databases, Must be able to perform successfully in a fast-paced, intellectually intense, service-oriented environment and enhance the business in keeping with Cressets values and culture, Knowledge of investment and banking products, policies and procedures are preferred. DIRECTOR, ALTERNATIVE INSURANCE SOLUTIONS, ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES, Lead a team that provides tax compliance and planning services to the firms family office clients, Collaborate with family office peers (attorney, financial planner, and wealth advisor) and clients other trusted professionals to provide integrated wealth planning, Utilize technology to automate, scale, and elevate the tax practice, Translate and communicate complex tax issues to clients and non-tax professionals, Remain current on trends, legislative developments, and tax authority decisions, and proactively apply them, Maintain a personal commitment to continuing education for professional development and growth, A Bachelors degree in Accounting or a related field, CPA certification (Virginia license in good standing), 10 years experience with federal and state personal and trust income tax, of which a significant amount is in serving high net worth individuals, closely held businesses, estates, trusts, and private foundations, A Masters or JD in tax, estate planning, or a related field is a plus, A thorough understanding of integrated family wealth planning, including estate and financial planning, Experience with complex K-1s, foreign reporting, and multi-state filings, Ability to establish and maintain effective working relationships with clients, their trusted advisors, and peers, Excellent communication skills, both written and verbal, Candidate should be confident and assertive, and able to garner the respect of others, The ability to operate in a dynamic and fast-paced environment is essential, Familiarity with UltraTax or ProSystems a plus, Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity, Proficient in the use of Salesforce, Microsoft Office programs including Word, Excel, PowerPoint and Outlook, and other office software and technology. Whats the best way to have a lack of compensation and incentive conversation in your department? Cresset Capital 4.2 . 10 salaries for 7 jobs at Cresset Capital in Chicago, IL, United States Area. Cresset has attracted exceptional team members across the country by building a brand focused on purpose, meaning, culture, independence, transparency, ecosystem, shared ownership and technology. Are you sure you wouldnt like a free professional resume evaluation? In addition to these core responsibilities, the CA may also be involved in supporting key initiatives and campaigns, ad hoc projects, and other efforts at both the Advisor team and firm level. Cresset Partners, our private investing group, offers clients direct access to real estate, private equity, and other investment opportunities. Get a free, personalized salary estimate based on today's job market. Click the checkbox next to the jobs that you are interested in. Cresset Partners, LLC provides investment advisory services strictly to investment vehicles investing in private equity, real estate and other investment opportunities. Sioux Falls | Washington D.C. | West Palm Beach. View and search employee job titles, build charts and graphics, and download custom reports and raw data. Chicago, IL. Apply for the Job in ASSOCIATE, CLIENT ADMINISTRATION at Atlanta, GA. View the job description, responsibilities and qualifications for this position. Innovation. Cresset Asset Management, LLC provides investment advisory, family office, and other services to individuals, families, and institutional clients. The candidate will serve as a primary financial planning point of contact for client families, and collaborate with wealth management peers (wealth advisor, private banker, attorney and tax advisor) to deliver an integrated and optimized client experience. Minnetonka | Naples | San Francisco | Santa Barbara | Schaumburg | Scottsdale Discover an ecosystem of private market opportunities. B) Salary.com being able to use your name and address to tailor job posting to your geographic area. Support business development efforts including but not limited to, calendar maintenance, coordinating group events, designing client deliverables, targeted vertical campaigns, event management and CRM optimization, Support in design and production of business development and client deliverables or other materials as needed, including the compilation of, agendas, education binders, board books and pitch decks. Please note that all salary figures are approximations based upon third party submissions to Indeed. No salaries have been reported for Client Service Associate at with the selected location and years of experience. The associate will gain experience in all aspects of marketing, including strategy development, public relations, branding, content creation, event marketing, digital, and analytics efforts that will ultimately help the Team engage prospective and qualified investors. Streamline your time with a holistic strategy and coordinated services. The associate will be responsible for executing the Teams integrated marketing plans across the organization. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered Investment Advisor, which has surpassed $27billion in assets under management. Cresset Capital employees rate the overall compensation and benefits package 4.0/5 stars. The average Cresset Capital salary ranges from approximately $426,049 per year for a Director to $426,049 per year for a Director. Copyright 2008-2023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. Get alerts to jobs like this, to your inbox. Cresset Capital employees attributed a compensation and benefits rating of 4.0/5 stars to their company. Administrative duties required for efficient and smooth operations of the Advisor teams including meeting logistics for visitors from start to finish, team travel & expenses, portfolio review scheduling, Client document signing, and event management. Some have been left vacant during reorganization. Cresset Asset Management, LLC provides investment advisory, family office, and other services to individuals, families, and institutional clients. Simplicity. The ideal candidate will be a significant key contributor to the growth and development of our growing Advisor teams. Were only beholden to success. No consulting experience. Leverage your professional network, and get hired. I have 4 years in retail banking and am interviewing for a KYC Analyst position and a Risk and Control Analyst position currently. Glassdoor has millions of jobs plus salary information, company reviews, and interview questions from people on the inside making it easy to find a job thats right for you. Contribute Vice President 1 Salaries submitted 35 Cresset Capital jobs. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered Investment Advisor, which has surpassed $27billion in assets under management. What We Offer Glassdoor has millions of jobs plus salary information, company reviews, and interview questions from people on the inside making it easy to find a job thats right for you. View the job description, responsibilities and qualifications for this position. Cresset offers a competitive compensation package including a discretionary bonus program 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. Create custom financial plans for prospective and current clients, and refine them as their unique situations and economic landscape warrant, Present financial plans and communicate complex planning concepts with ease to clients, prospects, and peers, Collaborate with Wealth Advisors and clients other trusted professionals to deliver integrated advice, Cultivate strong relationships with existing Cresset clients and proactively bring financial planning solutions to the table, Utilize technology to communicate concepts, design plans, and scale, Attend client review meetings on occasion, in conjunction with the Wealth Advisor, Serve as a trusted partner to help clients navigate complexities in pursuit of their goals, Remain current on trends, legislative developments, and planning opportunities, and proactively apply them, Maintain a personal commitment to continuing education for professional development and growth, CERTIFIED FINANCIAL PLANNER (CFP) Professional, Bachelors Degree in Business, Finance, or a related field, CPWA designation, Masters degree, law degree, or CPA certification a plus, 10+ years financial services experience, with 5+ years planning for high-net worth individuals and families, A thorough understanding of integrated financial planning, including estate and tax planning, risk management, philanthropic giving, Ability to process information and draw insightful conclusions from it; Exhibits a probing mind, Establishes and maintains effective working relationships with clients, their trusted advisors, and peers, Strong communication skills, both written and verbal, and engaged listening, Approaches problems with creativity, innovation, and tenacity, Candidate should be confident and assertive, and able to garner the respect of others, The ability to operate in a dynamic and fast-paced environment is essential, Experience with financial planning software, familiarity with eMoney a plus, Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity, Proficient in the use of Salesforce, Microsoft Office programs including Word, Excel, PowerPoint and Outlook, and other office software and technology. Learn How to State Your Case and Earn Your Raise, Climb the Ladder With These Proven Promotion Tips, A Guide to Negotiating the Salary You Deserve, How to Prepare for Your Interview and Land the Job. Cresset Asset Management, LLC, and Cresset Partners, LLC are SEC registered investment advisors. Read what they think about their salaries on our Compensation FAQ page for Cresset Capital. Apply to the latest jobs near you. Title remains the same and a 30% salary increase. Title remains the same and a 30% salary increase. Got a consulting offer Sr associate PwC and Manager Stanley Black & Decker . Our strength lies in the collaboration and passion of our team. Cresset Capital 4.2 DIRECTOR - WEALTH PLANNER. DIRECTOR, ALTERNATIVE INSURANCE SOLUTIONS, ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES, ASSOCIATE, CLIENT ADMINISTRATION in Cresset Capital. Cresset is 70% employee owned and 30% client owned. Exit Strategies. How much do Cresset Capital employees make? Private investment firm with no hidden costs or fees. Streamline your time with a holistic strategy and coordinated services. Cresset Partners, our private investing, and funds group, offers clients direct access to real estate, private equity, and other investment opportunities. I have 4 years in retail banking and am interviewing for a KYC Analyst position and a Risk and Control Analyst position currently. By clicking Agree, I consent to our data usage policies as stated. Looking for advise on company culture at both companies. Copyright 20082023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. { "name": "Native_infosite_salaries_fluid_en-GB","id": "div-AdSlot-ld1try95", "fluid": true }, Partner Managing Director salaries - 1 salaries reported. Copyright 20082023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. { "name": "Native_infosite_salaries_fluid_en-US","id": "div-AdSlot-ld1triza", "fluid": true }. Eva Greene | Cresset Director, Client Engagement and Experience. Copyright 2008-2023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. Get alerts to jobs like this, to your inbox. Cresset refers to Cresset Capital Management, LLC and all of its subsidiaries and affiliates. Cultivate curiosity Flourish in an open, collaborative environment that thrives on communication and optimistic energy. Today's top 10 Cresset Capital jobs in United States. We'll be sending you new jobs as they are posted. Total Pay Range Director 5 Salaries submitted $599,730 $237,183 | $362,547 $463K $803K Client Assistant 1 Salaries submitted $84,823 $74,031 | $10,791 $70K $104K Operations Analyst 1 Salaries submitted $120,828 $92,365 | $28,463 $96K $153K Add your salary. Cresset paid no application fee to participate. Aligning employee and organizational interests, all employees receive equity in Cresset. I thought my 5 year was going to finally show something but it did not. Cresset is 70% employee owned and 30% client owned. Easy Apply. Job. I have MBA + 3 year experience in industry. Cresset Partners, LLC provides investment advisory services strictly to investment vehicles investing in private equity, real estate and other investment opportunities. I went above and beyond for years doing extra work, organizations etc and nothing has been reflected in pay. Our Vision is to reinvent the way people experience wealth and enhance their financial well-being, by expanding access to a proven ecosystem of ideas, solutions and talent, because our clients deserve better. According to Breas long-standing practice, employees' memorandums of understanding (MOU), which include information on job classifications, benefits, and pay ranges have been available online for many years. C) Salary.com using cookies (as described here) to refine and tailor the website visitor experience. Know Your Worth. All employees receive equity in Cresset. Got a consulting offer Sr associate PwC and Manager Stanley Black & Decker . Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth . Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered Investment Advisor, with nearly $28 billion in assets under management. Insurance SOLUTIONS, ASSOCIATE Director, private WEALTH CLIENT services, deeply personalized WEALTH job.... You sure you wouldnt like a free professional resume evaluation, all employees receive equity in cresset hidden! Went above and beyond for years doing extra work, organizations etc and nothing has reflected. My 5 year was going to finally show something but it did not from! Black & Decker 4.0/5 stars to their company Barbara | Schaumburg | Scottsdale Discover ecosystem. 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