DIRECTOR, INTEGRATIONS

The Director of Integrations plays a critical role partnering with the Head of Integrations to execute Cresset’s growth strategy across M&A and lift‑outs, translating integration strategy into execution and ensuring seamless client, system, data, process, and people transitions.

Key Responsibilities

• Lead day‑to‑day execution of integration plans across M&A and lift‑outs
• Translate strategic integration plans into detailed workstreams, timelines, and deliverables
• Serve as the primary operator ensuring milestones, risks, and dependencies are actively managed, identifying and resolving issues early and escalating when appropriate

Deal Lifecycle Participation

• Participate in due diligence to identify key risks, operating models, and integration considerations
• Support late‑stage conversations by clearly articulating the integration approach and advisor experience
• Lead readiness planning, including pre‑close checklists, break readiness, and contingency planning

Advisor & Client Transition

• Serve as a primary point of contact for incoming teams
• Ensure a smooth transition experience while maintaining Cresset standards
• Reduce friction for advisors and clients through proactive problem‑solving and communication

Cross‑Functional Leadership

• Drive coordination across operations, compliance, technology, reporting, finance, HR, and client service
• Establish clear ownership and accountability across all integration workstreams
• Lead regular integration meetings, discussions, and working sessions to track progress and resolve blockers

Systems & Data Integration

• Oversee integration of technology tools such as Salesforce, Addepar, custodian platforms, and financial planning solutions
• Coordinate data migration, validation, and reconciliation
• Identify and resolve system gaps, inconsistencies, and reporting issues

Investment & Platform Integration

• Support review and mapping of portfolios, securities, and alternative assets
• Coordinate platform approvals and transitions with investment and operations teams
• Address custodial set‑up, pricing discrepancies, and account structure issues

Process & Playbook Development

• Develop and refine integration playbooks and best practices
• Document lessons learned and continuously improve workflows
• Support scaling the integration function as deal volume grows

Qualifications

• Bachelor’s degree required; advanced degree or certifications a plus
• 7–10+ years of experience in financial services, wealth management, or integration‑focused roles
• Proven ability to lead complex, multi‑workstream initiatives and fluency with project management tools such as Asana
• Knowledge of custodial platforms (Schwab, Fidelity, Pershing) and advisor technology ecosystems (Addepar, E‑Money, MSCI Wealth, Salesforce) and investment portfolio structures
• Exceptional communication, organizational, relationship‑building, and stakeholder management skills
• Ability to operate with a high degree of ownership in a fast‑paced, evolving environment
• Alignment with Cresset’s values of client‑first excellence, partnership, collaboration, and continuous improvement

Benefits

• Base salary $160,000 – $180,000 per year, based on experience, licenses/certifications, industry knowledge, and geographic location
• Annual incentive and comprehensive benefits package including medical, dental, vision, life insurance, 401(k) plan, health savings accounts, short and long‑term disability insurance, voluntary critical and accident insurance, and pre‑tax parking and transportation programs
• All full‑time employees receive equity in Cresset

Equal Employment Opportunity

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 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.