Director, Advisor Practice Management
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Overview
Job Description
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. Our commitment to clients has earned recognition by Barron's and Forbes, listing us among the nation's top RIA firms. Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Learn more at www.cressetcapital.com.
Job Description
The Director, Advisor Practice Management is an execution and enablement leader responsible for driving alignment, focus, and forward momentum across the Advisory organization. This role ensures that the right initiatives are prioritized and delivered, enhancing advisor satisfaction, effectiveness, scalability, and ultimately the client experience.
Serving as a critical connector across the firm, the Director partners closely with Advisory leadership, advisors, and cross-functional stakeholders including Operations, Technology, Compliance, Finance, and HR. This individual translates strategy and ideas into well-defined initiatives, drives disciplined execution, and builds strong feedback loops to ensure continuous progress and improvement.
This role is ideal for a highly organized, improvement-minded leader who thrives in a fast-paced, distributed environment and is equally comfortable operating at strategic and tactical levels-bringing clarity, structure, and momentum to complex work.
Key Responsibilities
Execution Lead
- Own execution of initiatives across Advisory, ensuring work is clearly scoped, prioritized, and delivered on time.
- Translate advisory strategy into executable roadmaps, milestones, and workplans, balancing near-term operational needs with longer-term platform evolution.
- Establish and maintain project management and operating rhythms (prioritization, dependency tracking, decision logs, progress reporting).
- Proactively identify and drive resolution of risks, bottlenecks, and misalignment within and across teams.
- Support communication and change management (including training) for new processes, tools, and organizational shifts impacting advisors.
Advisory Enablement & Team Coordination
- Coordinate cross-functional efforts involving Technology, Operations, Compliance, Finance, and other key teams to ensure advisory initiatives are well-integrated and realistic. Identify and troubleshoot issues across existing workflows.
- Ensure clarity of ownership, decision rights, and handoffs across teams.
Data, Insights & Continuous Improvement
- Oversee analytical support for advisory initiatives, including business case development, KPI tracking, and performance measurement.
- Use data and qualitative insights to inform prioritization, capacity planning, and continuous improvement efforts.
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