About this role
REGIONAL MANAGING DIRECTOR, WEALTH ADVISORY at Cresset Capital. Location: Chicago or New York City. Role: leading advisors, driving growth, coaching advisors Requirements: Bachelor's or equivalent, 10+ years in wealth management, 5+ years managing advisor teams, proven track record in advisor development, sales management, and client relationship leadership. Category: Finance Seniority: Senior Level Tools: Salesforce, Addepar, Microsoft Power BI, Fidelity, Pershing, Schwab Commitment: Full Time Workplace: Onsite Languages: English