Associate Director, Client Portal & Digital Solutions Manager
4 days ago
Chicago
About 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. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s 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 • Serve as the primary administrator and owner of the client portal platform, ensuring optimal configuration, security, and user experience., • Design, implement, and maintain customized client dashboards, views, and reporting tools., • Lead client onboarding and training processes, providing expert guidance on platform features and functionality., • Act as the internal advocate for the client digital experience, ensuring that all solutions enhance satisfaction, engagement, and accessibility., • Gather and analyze client feedback to drive ongoing improvements and feature enhancements. Technology Integration & Data Oversight • Oversee integration of client portal and related systems with CRM, performance reporting, financial planning, and document management platforms., • Ensure data accuracy, integrity, and flow across systems through proactive monitoring, reconciliation, and validation., • Collaborate with custodians, data providers, and vendors to resolve data and connectivity issues., • Identify and implement opportunities for automation, workflow optimization, and enhanced data delivery. Digital Product Strategy & Implementation • Develop and execute a comprehensive digital product strategy aligned with firm-wide goals., • Collaborate with cross-functional teams—including technology, operations, compliance, investments, and client service—to design and implement new digital capabilities., • Conduct usability testing and incorporate feedback to ensure an intuitive and user-centric digital experience., • Support digital integration and technology alignment during mergers, acquisitions, or platform migrations. Vendor & Project Management • Manage relationships with external technology vendors and solution providers., • Lead technology and process improvement initiatives from concept to execution, including scoping, planning, testing, and implementation., • Maintain a clear, prioritized roadmap of digital initiatives and ensure timely, high-quality delivery., • Monitor vendor performance and ensure service levels meet organizational standards. Innovation & Continuous Improvement • Stay current on emerging fintech trends, client engagement technologies, and best practices within the wealth management industry., • Evaluate and recommend new technologies to enhance the client experience and streamline internal operations., • Lead internal discussions and presentations on digital innovation, ensuring alignment with long-term strategic goals. Operational Leadership • Manage and mentor team members responsible for supporting client portal operations and technology solutions., • Establish and maintain documentation, workflows, and standard operating procedures., • Partner with compliance and information security teams to ensure all digital systems meet regulatory and data protection standards. Qualifications • Bachelor’s degree in Finance, Business Administration, Information Systems, or related field., • 8–10+ years of experience in technology, operations, or client service roles within a Registered Investment Advisor (RIA), family office, or asset management firm., • Demonstrated experience managing client portal and performance reporting platforms (e.g., Addepar, InvestCloud, Tamarac, or similar)., • Strong understanding of investment data structures, reporting workflows, and custodial integrations., • Proven experience leading cross-functional technology or digital transformation projects., • Excellent organizational, communication, and leadership skills with the ability to influence across teams., • Strong analytical and problem-solving abilities with attention to detail. Preferred Skills • Familiarity with APIs, data mapping, and process automation., • PMP or similar project management certification., • Experience with vendor selection and contract management., • Strong grasp of data security, compliance, and privacy standards in client-facing technology., • Knowledge of UX/UI principles and user-centered design approaches. 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 Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities. *Disclosures related to awards, recognitions, and rankings available ___. 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.