ASSOCIATE DIRECTOR, GROWTH & PIPELINE MANAGEMENT

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized-integrated, intentional, and aligned with each client's vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm-one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Position Overview

Cresset is seeking an Associate Director, Growth & Pipeline Management, to help oversee the execution and performance of the firm's inbound prospect pipeline. This individual will play a critical role in converting marketing-generated demand into advisor meetings, qualified opportunities, and ultimately new client relationships.

The Associate Director will serve as a primary point of contact for qualified inbound prospects, conducting discovery conversations to understand client needs, assess fit for Cresset, and connect prospective clients with the advisor teams best positioned to serve them. In addition, this individual will oversee pipeline management operations, advisor engagement, lead attribution, and conversion reporting to ensure a consistent and scalable client acquisition process.

As a member of the Growth Team and reporting to the Managing Director, Digital Experience, this position will help drive pipeline performance, improve conversion outcomes, and deliver an exceptional experience for prospective clients.

Key Responsibilities

Prospect Qualification & Advisor Matching

• Serve as a primary point of contact for qualified inbound prospects generated through Cresset's digital marketing efforts.
• Conduct consultative discovery conversations to understand a prospect's financial situation, goals, service needs, and overall fit for Cresset.
• Communicate Cresset's value proposition, capabilities, and service offerings in a compelling and client-centric manner.
• Assess prospective opportunities and determine the advisor team best positioned to serve each client based on expertise, geography, complexity, and likelihood of successful conversion.
• Facilitate warm introductions and seamless handoffs to advisor teams, ensuring a seamless and high-quality prospect experience.

Pipeline Management & Conversion Performance

• Own the day-to-day management and performance of an inbound lead pipeline from initial inquiry through advisor engagement.
• Ensure qualified leads are contacted, routed, and managed in accordance with established service-level standards.
• Monitor pipeline health, lead progression, advisor responsiveness, and conversion performance across all stages of the funnel.
• Identify bottlenecks, stalled opportunities, and areas of conversion leakage, partnering with advisors and market leaders to improve outcomes.
• Support achievement of lead response time, pipeline coverage, and client revenue/acquisition goals.

Revenue Operations & Insights

• Maintain accurate pipeline tracking, forecasting, and reporting within Salesforce and other dashboards.
• Ensure data integrity, process consistency, and visibility across all lead management activities.
• Partner with Growth Marketing to support lead attribution and measure the effectiveness of marketing-generated opportunities.
• Develop and deliver reporting on pipeline performance, advisor activity, lead quality, conversion trends, and revenue outcomes.
• Provide actionable insights that support decision-making and continuous improvement.

Growth Optimization & Cross-Functional Partnership

• Partner closely with Growth Marketing, advisors, and leadership to improve lead quality, conversion performance, and overall funnel effectiveness.
• Analyze performance by lead source, advisor, geography, and market segment to identify opportunities for optimization.
• Recommend and implement enhancements to lead qualification, routing, follow-up, and conversion processes.
• Share best practices, insights, and recommendations that support scalable growth and an exceptional prospect experience.

Qualifications

• Bachelor's degree required; Business, Finance, Economics, Marketing, or related field preferred.
• 5-8+ years of experience in wealth management, business development, client acquisition, sales operations, pipeline management, or related functions.
• Strong understanding of wealth management, family office services, and the needs of high-net-worth and ultra-high-net-worth clients.
• Demonstrated ability to conduct consultative discovery conversations and build credibility with prospective clients.
• Must be able to think critically, effectively, and anticipate needs and issues
• Must have high attention to detail in all aspects of the role, work quickly and accurately
• Experience with CRM systems and lead pipelines, preferably Salesforce.
• Strong analytical skills with experience interpreting data and translating insights into action.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• High degree of professionalism, integrity, and client-service orientation.
• Must be self-directed and able to work with individuals at all levels, including executive management.
• Ability to work independently as well as with a team.

What We Offer:

At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Base salary range is $120,000 - $140,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.

Equal Employment Opportunity

It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Everything Starts With Culture.

Our Vision

We exist to optimize wealth and elevate life-giving clients the time, clarity, and trusted partnership to pursue what matters most.

Our Values

• Disclosures related to awards, recognitions, and rankings available here.

Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.