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© All Rights Reserved. ApplyBlast.com
Cresset
Cresset is seeking a Regional Managing Director, Wealth Advisory to lead and develop Advisor teams across a designated region, serving as the primary leadership partner to drive advisor development, sales effectiveness, and business growth. This role involves coaching advisors, overseeing regional workforce planning, and partnering with senior leaders to execute firmwide strategic initiatives. The position focuses on fostering a high-performance, client-focused culture while ensuring operational excellence and adherence to firm policies.
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.
64% above the average for this role
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