ASSOCIATE, INVESTMENT SOLUTIONS PRODUCT 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.

Job Description

We are seeking an associate level Product Manager to join our Investment Solutions team. This role will sit at the intersection of investment management, technology, and business operations, helping build and enhance the technology platforms that support our investment process and advisor experience.

This role will be primarily responsible for the ongoing development and advancement of MSCI Wealth Manager, working closely with investment teams, advisors, operations, technology partners, and other stakeholders to translate business needs into effective platform capabilities.

Beyond MSCI Wealth Manager, this individual will contribute to the broader Investment Solutions technology ecosystem, including applications and workflows supporting investment research, portfolio construction, portfolio rebalancing, and investment implementation.

This is an ideal opportunity for someone with financial technology experience who enjoys solving complex problems, working across teams, and taking ownership of products from requirements through implementation.

Key Responsibilities

Product Ownership & Platform Development

• Serve as a key product owner for MSCI Wealth Manager, developing a deep understanding of the platform, its capabilities, and its role within the firm's investment and advisory workflows.
• Partner with internal stakeholders to identify opportunities to improve functionality, workflows, usability, and adoption.
• Translate business and investment requirements into clear functional requirements, user stories, workflows, and development priorities.
• Manage and prioritize product enhancements in partnership with internal technology teams and external vendors.
• Coordinate testing, implementation, documentation, and rollout of new functionality.
• Monitor platform performance and user feedback and proactively identify opportunities for continuous improvement.

Investment Solutions Technology

• Support product strategy and development across the firm's broader Investment Solutions technology ecosystem.
• Contribute to applications and workflows supporting:
• Investment research and research management
• Portfolio construction and analysis
• Portfolio rebalancing
• Investment implementation and related advisor workflows
• Develop an understanding of how these systems interact and identify opportunities to improve integration, data quality, efficiency, and the overall user experience.
• Help evaluate new technologies and capabilities that could enhance the firm's investment platform.

Stakeholder & Requirements Management

• Build strong relationships with stakeholders across Investments, Wealth Management, Technology, Operations, and other functions.
• Lead or participate in requirements-gathering sessions to understand business problems and translate them into actionable product requirements.
• Communicate effectively between technical and non-technical stakeholders.
• Maintain clear documentation of requirements, decisions, workflows, testing results, and product enhancements.
• Manage multiple initiatives simultaneously while maintaining strong attention to detail and follow-through.

Qualifications

• 2+ years of professional experience, preferably in financial technology, wealth management, asset management, investment technology, product management, business analysis, or a related field.
• Experience working with financial or investment technology platforms; experience within an RIA, wealth manager, asset manager, or financial technology company is strongly preferred.
• Familiarity with investment management concepts and workflows, particularly portfolio construction, portfolio management, rebalancing, research, or investment implementation.
• Experience gathering business requirements and translating stakeholder needs into technology or product solutions.
• Demonstrated ability to work effectively with both business users and technical teams.
• Bachelor's degree in finance, economics, business, technology, or a related discipline preferred.
• Experience with MSCI Wealth Manager is beneficial but not required; candidates with experience using comparable wealth management, portfolio management, or investment technology platforms are encouraged to apply.

What We're Looking For

The successful candidate will be:

• An effective communicator who can work comfortably with investment professionals, advisors, technology teams, vendors, and senior stakeholders.
• Diligent and detail-oriented, with the discipline to manage requirements, testing, documentation, and implementation accurately.
• Intellectually curious, with an interest in understanding both the investment process and the technology that enables it.
• A strong problem solver who can take an ambiguous business need, structure the problem, and help develop a practical solution.
• Ownership-oriented, with the willingness to become the go-to resource for the products and workflows they support.
• Collaborative and relationship-driven, while still being comfortable driving projects forward and holding stakeholders accountable.
• Organized and execution-focused, with the ability to manage multiple priorities in a dynamic environment.

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. 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.

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.