About this role
REGIONAL MANAGING DIRECTOR, CLIENT SERVICE at Cresset Capital. Location: New York or Atlanta or Reston. Role: leading teams, managing operations, building partnerships Requirements: Bachelor's or equivalent; 10+ years in financial services supporting ultra-high-net-worth clients; 5+ years leading client service teams; experience with onboarding, operations, risk oversight; willingness to travel 10–20%. Category: Business Operations Seniority: Senior Level Tools: Fidelity, Pershing, Schwab, Salesforce, Addepar, Power BI Commitment: Full Time Workplace: Onsite Languages: English