About this role
REGIONAL MANAGING DIRECTOR, CLIENT SERVICE at Cresset Capital. Location: San Francisco, California, United States. Role: managing teams, supporting advisors, driving strategy Requirements: Bachelor's degree or equivalent,10+ years in financial services,5+ years leading client service teams,strong operational, risk oversight,advisor partnership,analytical and communication skills,10–20% travel. Category: Finance Seniority: Senior Level Tools: Fidelity, Pershing, Schwab, Salesforce, Addepar, Power BI Commitment: Full Time Workplace: Onsite Languages: English