Director, Advisor Practice Management

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

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.

Qualifications & Experience

Bachelor’s degree required; advanced degree a plus.

5–8+ years of experience in advisory operations, practice management, strategy, consulting, or program/project management within an RIA, asset manager, or professional services environment.

Proven ability to lead end-to-end execution of complex, cross-functional initiatives, translating strategy into measurable outcomes.

Strong understanding of advisor business models, workflows, and the operational realities of advisory teams operating at scale.

Demonstrated experience serving as a bridge between business users and functional partners, including Technology, Operations, and Compliance.

Exceptional organizational, communication, and stakeholder management skills; comfortable influencing and presenting to senior leaders and cross-functional partners.

High level of judgment and comfort operating in ambiguity, with the ability to balance forward momentum with thoughtful alignment.

Execution-oriented leader with a strong sense of ownership and follow-through; able to adapt and reprioritize as business needs evolve.

Credible partner to advisors and senior leaders, with the ability to influence outcomes without formal authority.

Structured, analytical thinker who brings clarity, discipline, and focus to complex or evolving problems.

Collaborative, pragmatic, and solutions-oriented approach, with a strong service mindset and high integrity

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: $110,000 -$130,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. 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 Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

*Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results.

**Disclosures related to awards, recognitions, and rankings available here.

Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For full list of Cresset subsidiaries and controlled affiliates, please see cressetcapital.com/disclosures/.