Managing Director, Advisor Transitions & Integration

CCM ADMINISTRATIVE SERVICES LLC

Cresset is seeking a Managing Director, Head of Advisor Transitions & Integration to oversee advisor and client transitions from due diligence through full integration. The role blends strategic development with hands-on execution, embedding with teams and partners to coordinate resources and remove obstacles for a seamless transition. The leader will work across Advisory Practice Management Operations, Client Service, Technology, HR, Compliance, Legal, and other functions, ensuring rapid issue #J-18808-Ljbffr CCM ADMINISTRATIVE SERVICES LLC

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Vacancy posted 2 days ago

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