Associate Director, Client Portal & Digital Solutions Manager (Chicago)

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 optimizedintegrated, intentional, and aligned with each clients 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 firmone focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barrons and Forbes among the nations top RIA firms, and as one of the industrys best places to work,

• Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Client Portal & Digital Solutions Manager

We are seeking an experienced and forward-thinking Client Portal & Digital Solutions Manager to lead the strategy, administration, and continuous enhancement of our client-facing digital ecosystem. This role oversees the design, delivery, and integration of our client portal and related technologies, ensuring a seamless, secure, and engaging digital experience for clients and internal teams.

The ideal candidate brings deep operational knowledge of RIA and wealth management technology platforms including Addepar, strong project and vendor management expertise, and a passion for leveraging digital tools to enhance client engagement and operational efficiency

Key Responsibilities

Client Portal & Digital Experience Management

Technology Integration & Data Oversight

Digital Product Strategy & Implementation

Vendor & Project Management

Innovation & Continuous Improvement

Operational Leadership

Qualifications

Preferred Skills

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. Starting base salary range : $90,000 - $120,000. 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 Cressets policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

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.