Cresset is seeking a Regional Managing Director, Private Wealth Client Services to manage administrative and operational needs of Advisor and Client Associate teams. Serve as primary regional contact to support ultra-high-net-worth clients and client service associates.
Open to Reston, VA or Atlanta, GA locations. Responsibilities include leading partnerships with advisors, talent development, and ensuring scalable, high-quality client service while partnering with Regional MD counterparts.
#J-18808-LjbffrRegional MD, Private Wealth Client Services | Equity in new york at Unknown Company
This position is listed as full time and onsite.