Director, Advisor Transitions & Integration Lead

Cresset, a leading independent multi-family office, seeks a Director, Advisor Transitions & Integration to lead advisor and client transitions from due diligence through full integration. This role blends strategy with hands‑on execution, embedding with teams, custodians and partners to deliver a seamless client experience.

You will drive readiness, develop operating models, coordinate resources across advisory practice management, client service, technology and HR, and maintain calm leadership