DIRECTOR, INVESTMENT STRATEGY & EXECUTION

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.

Position Overview

Reporting directly to the Chief Investment Officer (CIO) and based in our Cresset Dallas office, the Director, Investment Strategy & Execution serves as a strategic and operational partner responsible for driving disciplined execution across the Investment organization. This role focuses on coordination, synthesis, governance support, and ensuring follow-through on the firm’s highest investment priorities.

The Director enhances the effectiveness of the CIO and Investment leadership team by attending key internal and external meetings, synthesizing complex discussions into structured insights, clarifying decisions and action items, and ensuring timely accountability. The role supports alignment across all investment verticals, including public and private markets, research, due diligence, portfolio management, and investment operations.

This position requires exceptional organizational and project management skills, strong analytical rigor, executive-level communication and presentation capabilities, sound investment and business judgment, and the ability to influence across teams without formal authority. 

Key Responsibilities

• Attend internal and external meetings, including Investment Committee, research reviews, manager meetings, executive leadership discussions, and strategic planning sessions.
• Capture and synthesize discussions into structured summaries that clearly delineate decisions, risks, open questions, and required follow-up.
• Prepare concise post-meeting materials outlining key takeaways, implications, and action items.
• Track ownership and deadlines for follow-up items, proactively driving accountability across stakeholders.
• Coordinate development of pre-read materials and ensure meetings are decision-ready.
• Manage logistics, materials preparation, and documentation for Investment Committee and related governance forums.
• Partner with research, portfolio management, risk, and operations teams to ensure materials are accurate, complete, and aligned with investment objectives.
• Maintain formal records of committee decisions and monitor implementation against approved mandates.
• Support ongoing refinement of investment governance processes and operating cadence.
• Translate investment priorities into actionable plans with defined timelines, milestones, and deliverables.
• Monitor progress on key initiatives and provide structured status updates to senior leadership.
• Lead discrete cross-functional initiatives at the direction of the CIO.
• Identify operational bottlenecks and recommend process improvements to enhance efficiency and execution discipline.
• Develop dashboards and reporting to track investment performance, capital flows, pipeline activity, and operational metrics.
• Conduct financial and strategic analysis to support investment strategy discussions and business planning.
• Assist with budget tracking and financial oversight for the Investment organization.
• Serve as a central coordination point between Investments and Wealth Advisory, Operations, Legal, Compliance, Finance, and Marketing.
• Support product launches, platform enhancements, and other cross-functional initiatives.
• Draft board materials, executive presentations, and internal communications on behalf of the CIO, ensuring messaging is clear, data-driven, and aligned with firm strategy.
• Represent the CIO in select internal forums, as appropriate.

Qualifications

• Bachelor’s degree required; MBA preferred.
• 5–10 years of experience in asset management, investment banking, private equity, management consulting, or related financial services.
• Strong understanding of asset allocation, portfolio construction, investment research, and committee governance processes.
• Demonstrated experience supporting senior executives in analytical, strategic, or operational capacities.
• Exceptional ability to synthesize complex discussions into structured written summaries, insights, and action plans.
• Advanced proficiency in Excel and PowerPoint; financial modeling capability required.
• Demonstrated ability to leverage AI tools and prompt design to enhance productivity, analytical output, and operational efficiency.
• Strong organizational discipline with the ability to manage multiple priorities in a high-performance environment.
• High level of discretion, professional judgment, and executive presence.
• Clear and concise communicator capable of distilling complex investment concepts for varied audiences.
• Proactive, solutions-oriented mindset with strong follow-through and attention to detail.
• Demonstrated ability to influence across teams and navigate cross-functional dynamics without formal authority.
• Moderate business travel required (approximately 25-40%), including periodic overnight and multi-day trips as needed to support business operations.

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.  Base salary is considered on factors including, but not limited to, relevant experience, licenses and 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.

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, 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.