Associate, Relationship Management - Family Office Services

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. 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.

 Available Locations: 1) San Francisco, CA 2) Chicago, IL or 3) Greenwich, CT

Key Responsibilities

The Relationship Management Associate supports the Family Office Services Relationship Management team in delivering an exceptional client experience to Ultra-High Net Worth (UHNW) individuals and families. This role serves as a key coordination and support partner to Relationship Managers by assisting with client communications, presentation preparation, meeting coordination, onboarding activities, business development initiatives, and relationship management operations.

The ideal candidate is highly organized, detail-oriented, proactive, and client-service driven, with strong communication and project management skills. This individual thrives in a fast-paced environment and enjoys supporting complex client relationships while helping drive operational excellence and business growth.

Relationship Management

• Support Relationship Managers in the preparation of client meeting materials, presentations, agendas, and follow-up deliverables.
• Prepare customized prospective client proposals, pitch materials, and relationship presentations.
• Attend internal and client meetings as appropriate and document detailed meeting notes, action items, and relationship updates.
• Maintain and manage client relationship timelines, activity trackers, and follow-up schedules.
• Coordinate ongoing client outreach and maintain meeting cadence calendars to support proactive relationship engagement.
• Assist with drafting client communications, meeting summaries, and presentation materials.
• Ensure client information, activity notes, and relationship updates are accurately maintained within Salesforce and other internal systems.
• Support coordination across internal teams and external advisors to facilitate seamless service delivery and follow-through.

Client Onboarding & Coordination

• Assist in coordinating onboarding activities for new clients and new service engagements.
• Track onboarding workflows, documentation requirements, and implementation timelines to ensure a smooth and organized client experience.
• Partner with operational and administrative teams to support account setup, information gathering, scheduling, and onboarding logistics.
• Monitor progress of onboarding tasks and proactively escalate issues or delays as needed.
• Help ensure consistency and accuracy in onboarding materials, presentations, and process documentation.

Business Development & Prospecting Support

• Support business development initiatives through online research, database sourcing, and prospect identification activities.
• Conduct research on prospective clients, family offices, executives, entrepreneurs, and centers of influence.
• Maintain prospect pipelines, outreach tracking, and CRM reporting for Relationship Managers and leadership.
• Assist with preparation and coordination for prospective client meetings, industry events, and networking initiatives.
• Support development of client-facing materials, market intelligence summaries, and relationship management resources.
• Help maintain business development activity calendars, outreach schedules, and pipeline reporting.

Operational & Administrative Support

• Coordinate scheduling and logistics for client meetings, internal planning sessions, and external advisor calls.
• Organize and maintain relationship management documentation, files, and presentation materials.
• Assist with special projects, process improvement initiatives, and team operational support as needed.
• Help manage recurring deliverables and ensure deadlines are met consistently and accurately.
• Support the implementation and use of technology tools that improve organization, workflow management, and client service delivery.

Professional Excellence

• Demonstrate professionalism, discretion, and confidentiality when handling sensitive client and family information.
• Maintain a high level of responsiveness, organization, and attention to detail.
• Operate effectively in a fast-paced, collaborative, and highly personalized client service environment.
• Contribute positively to team culture and support a client-first service philosophy.
• Pursue ongoing learning and professional development opportunities related to family office services and UHNW client support.

Qualifications

Qualifications

• Bachelor’s degree preferred in Business Administration, Communications, Finance, Marketing, or related field.
• 3–5 years of experience in client service, relationship management support, executive support, project coordination, family office services, or other high-touch professional environments preferred.
• Strong organizational and project management skills with the ability to manage multiple priorities simultaneously.
• Excellent written and verbal communication skills.
• High level of professionalism, discretion, and attention to detail.
• Experience preparing presentations, proposals, meeting materials, and client communications preferred.
• Experience with Salesforce or other CRM platforms strongly preferred.
• Ability to work collaboratively across teams and support multiple stakeholders effectively.
• Proficiency with Microsoft Office Suite, particularly PowerPoint, Excel, Word, and Outlook.

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.  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. Aligning employee and organizational interests, all employees receive equity in Cresset.

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.

Everything Starts With Culture.

Our Vision

We exist to optimize wealth and elevate life—giving clients the time, clarity, and trusted partnership to pursue what matters most.

Our Values

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

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.