Cresset
Cresset is seeking an Associate Director, Private Wealth Client Services to manage administrative and private banking needs for high net worth and ultra-high net worth clientele. The role serves as a primary point of contact for clients, collaborating with portfolio managers to build strong relationships and drive retention and growth. The position involves overseeing client onboarding, investment implementation, and private banking services to deliver a superior client experience.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Cresset.
Cresset didn’t post a salary, so this is our estimate from similar listings.
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