Cresset is hiring a Director, Advisor Transitions & Integration to oversee advisor and client transitions from due diligence through full integration. You will define strategy, operating model, governance, and execution standards to deliver a seamless onboarding experience for incoming advisors and their teams.
The role requires 8–10+ years in wealth management or integration roles, excellent stakeholder management, and travel readiness for ongoing acquisitions and integrations.
#J-18808-LjbffrHead of Advisor Transitions & Integrations in minnetonka at Unknown Company
This position is listed as full time and onsite.