Job Description

About Cresset

Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes top RIA firm.

Job Description

As a member of the office to the CEO, the Chief of Staff will work directly in support of our Founder and Co-Chairman. To be successful, the Chief of Staff needs strong leadership skills and the ability to influence senior managers. The successful candidate will demonstrate great attention to detail and high levels of organization as well as being an analytic and strategic thinker. In addition, the candidate should have high levels of empathy and understanding of what motivates staff with strong written communication skills and the ability to produce presentations that are clear and well-organized. Being able to establish strong working relationships with good chemistry is essential for this position.

Key Responsibilities:

Represent CEO at various meetings.

Implement projects

• Enhance productivity and effectiveness across the organization by identifying and launching key projects.
• Lead delegation and coordination of key projects.
• Become key point of contact for senior managers for concerns and resolution.
• Ensure internal management teams function effectively.

Advance strategic initiatives

• Act as a key thought partner, brainstorming and helping to identify strategic priorities and initiatives and solutions to challenges.
• Support in enhancing communications internally and externally and strengthening the culture of the firm.

Research, written communication, preparation of materials and documentation

• Prepare materials and follow up on action items for all meetings.
• Ensure materials for all meetings are available in a timely fashion and follow-ups are documented and progressed.
• Write speeches and other office documents.
• Research and document credible sources to assist in decision-making processes.

Develop Relationships

• Help the CEO map and foster strategic relationships leveraging a deep understanding of the firm’s ecosystem and culture.
• Balance the CEOs limited time with competing asks to focus on those relationships most critical to the overall vision and strategy.
• Facilitate delegation of relationship management to others within the firm as appropriate.
• Work with the Executive Assistants to ensure timely and appropriate correspondence with all key stakeholders requesting the CEOs time and attention.

Business and Financial Analysis

• Oversee the annual budget for the Office of the CEO.
• Provide context and analysis to frame key decisions for the CEO as needed.

Additional responsibilities as periodically assigned.

Qualifications:

• Needs to be a self-starter with an entrepreneurial and growth mindset.
• Strong business acumen.
• 5+ years professional experience.
• Bachelor’s degree required; MBA or other advanced degree is a plus.
• Project management experience/ability to parachute in, assimilate quickly, and resolve effectively.
• Expertise in PowerPoint, Excel, and analysis of business performance/modeling.
• High level of discretion and confidentiality needed.
• Able to problem solve and demonstrates technical as well as strategic thinking.
• Strong written and verbal communication; listens well and can easily learn to communicate in someone else’s “written voice.”

Personal Attributes that Support your Success:

• Comfortable in engaging at board level and clarity on company’s messaging and intent essential.
• Comfortable behind the stage, supporting the person in the spotlight; thrives on helping others succeed and anticipating their needs.
• You exercise exceptionally sound judgment in your decision-making, engage with discretion, and understand the critical need for confidentiality given the sensitive nature of a Chief of Staff role.
• You are results and detail oriented; you bring superior project management and time managements skills and take pride in striving for excellence; you design and execute with the “why” and what success looks like in mind; you anticipate needs and engage proactively.
• You possess strong emotional intelligence and develop trusted relationships; you are often complimented for your active listening and ability to express empathy and understanding; you adapt your behaviors to work effectively with a range of people and situations; you understand how to say “no” with a velvet glove.
• A clear and succinct communicator; you are adept at distilling down complex information and can engage effectively both verbally and in writing.
• You display flexibility and openness in daily work and encourage others to stay open to change and improvement; You accept and readily adapt to changing priorities, new ideas, strategies and methods.
• Resilient in a challenging, fast-paced environment.
• A lifelong learner, you are inquisitive and like to solve problems with bold thinking and innovation; you view “feedback” as an opportunity for growth.

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. 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.

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