ASSOCIATE DIRECTOR, GROWTH & PIPELINE MANAGEMENT

**About Cresset** [Cresset](https://cressetcapital.com/wp-content/uploads/2025/04/CAM-Form-ADV-Part-2A-2025.pdf) 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,[\*](https://cressetcapital.com/disclosures/) Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. **Position Overview** Cresset is seeking an **Associate Director, Growth & Pipeline Management**, to help oversee the execution and performance of the firm's inbound prospect pipeline. This individual will play a critical role in converting marketing-generated demand into advisor meetings, qualified opportunities, and ultimately new client relationships. The Associate Director will serve as a primary point of contact for qualified inbound prospects, conducting discovery conversations to understand client needs, assess fit for Cresset, and connect prospective clients with the advisor teams best positioned to serve them. In addition, this individual will oversee pipeline management operations, advisor engagement, lead attribution, and conversion reporting to ensure a consistent and scalable client acquisition process. As a member of the Growth Team and reporting to the Managing Director, Digital Experience, this position will help drive pipeline performance, improve conversion outcomes, and deliver an exceptional experience for prospective clients. **Key Responsibilities** ***Prospect Qualification & Advisor Matching*** - Serve as a primary point of contact for qualified inbound prospects generated through Cresset's digital marketing efforts. - Conduct consultative discovery conversations to understand a prospect's financial situation, goals, service needs, and overall fit for Cresset. - Communicate Cresset's value proposition, capabilities, and service offerings in a compelling and client-centric manner. - Assess prospective opportunities and determine the advisor team best positioned to serve each client based on expertise, geography, complexity, and likelihood of successful conversion. - Facilitate warm introductions and seamless handoffs to advisor teams, ensuring a seamless and high-quality prospect experience. ***Pipeline Management & Conversion Performance*** - Own the day-to-day management and performance of an inbound lead pipeline from initial inquiry through advisor engagement. - Ensure qualified leads are contacted, routed, and managed in accordance with established service-level standards. - Monitor pipeline health, lead progression, advisor responsiveness, and conversion performance across all stages of the funnel. - Identify bottlenecks, stalled opportunities, and areas of conversion leakage, partnering with advisors and market leaders to improve outcomes. - Support achievement of lead response time, pipeline coverage, and client revenue/acquisition goals. ***Revenue Operations & Insights*** - Maintain accurate pipeline tracking, forecasting, and reporting within Salesforce and other dashboards. - Ensure data integrity, process consistency, and visibility across all lead management activities. - Partner with Growth Marketing to support lead attribution and measure the…