Cresset
Cresset is seeking a Regional Managing Director to oversee administrative and operational needs for Advisor and Client Associate teams, serving as a primary point of contact for delivering exceptional service to ultra-high-net-worth clients. The role involves leading client service operations, mentoring high-performing teams, and partnering with advisors to optimize business strategies and client outcomes. This position requires driving operational excellence, managing risk, and implementing scalable processes to enhance the overall 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.
27% above the average for this role
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