Job 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.

Job Description:

We are seeking a skilled and high-performing Trader to join our team at a leading wealth management firm. The ideal candidate will play a critical role on our centralized trading team in executing trades across multiple asset classes, supporting the implementation of advisor-led portfolio strategies, and contributing to the continued buildout of our institutional trading platform. We are looking for someone with the ability to thrive in a fast-paced, collaborative, and high-growth environment and is excited to be part of a team shaping the future of trading operations within a multi-custodian, wealth management platform.

Responsibilities:

• Accurate and timely execution of equity, fixed income, ETF, mutual fund, and options trades across multiple custodians.
• Monitor open orders and manage trade lifecycle events, including allocation and settlement.
• Proactively identify and resolve trade discrepancies or errors.
• Work closely with advisors and portfolio managers to facilitate trade execution aligned with investment policy and models.
• Support model rebalancing and tax-aware implementation workflows.
• Assist and train advisors on best practices for trade execution strategies and use of trading platforms.
• Assist with configuration, testing, and enhancement of the Charles River (CRD) platform to support new workflows, accounts, or advisor-led activity.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or related field.
• 3+ years of relevant trading experience, preferably within an RIA, asset manager, or broker-dealer.
• Strong working knowledge of Charles River (CRD) or similar institutional trading platforms (e.g., Eze Castle, Bloomberg AIM) required.
• Experience in multi-asset class trading; equities and fixed income required; options and other securities a plus.
• Demonstrated understanding of trade settlement processes and custodial workflows.
• Strong knowledge of financial markets and regulatory requirements.
• High attention to detail, with strong execution discipline and error mitigation mindset.
• Analytical thinker with the ability to perform tasks with a high degree of accuracy and efficiency
• Strong team player willing to develop and maintain collaborative relationships internally and externally with custodian partners and technology vendors
• Exceptional organizational and time management skills
• Excellent communication and interpersonal skills
• Ability to learn and adapt to new technology
• Experience with client reporting solutions like Addepar and CRM platforms like Salesforce a nice to have.
• High degree of professionalism and ability to perform successfully in a service-oriented, fast-paced, high-growth and frequently changing environment and aligned with Cresset’s values and culture

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 - $110,000. 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.

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

Cresset refers to Cresset Capital Management, Peakline Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Peakline Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Peakline Partners, LLC, are SEC registered investment advisors.

Job Tags

Similar Jobs