Associate, Advisor Practice Management (APM) Business Analyst

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 Title: Associate, Advisor Practice Management (APM) Business Analyst

Location: Atlanta, GA or Minnetonka, MN (Hybrid, minimum 3 days/week in office)

Overview

Cresset is seeking an APM Business Analyst to join our Advisor Practice Management team. This role will serve as the analytical backbone of the team, ensuring advisor data integrity, generating insights, and producing executive-ready materials that drive strategic decision-making. The ideal candidate thrives in data analysis, enjoys building systems that enable continuous improvement, and wants to shape advisory performance strategy. This role blends analytics, business management, and cross-functional collaboration to advance the efficiency and impact of our advisory teams. We are looking for a candidate with 2–5 years of experience in an analytical and/or technical role, with a strong educational background that demonstrates intellectual rigor and quantitative ability. The ideal hire will be a go-to resource for data-driven insights, with the ability to break down complex problems, work confidently in spreadsheets and other tools, and learn new systems quickly. While the focus is technical, effective communication and collaboration skills are essential.

Who you would be working with

The APM team partners with Advisory leaders, Finance, Operations, Technology and other business units to optimize advisor performance and deliver exceptional outcomes to clients. You will serve as a trusted advisor to APM leadership, Regional Managing Directors (RMDs), their Delegates, and Executives while acting as the technology and data representative for the team. The work spans across Advisory practice management, adoption of digital tools, and development of insights that guide growth and strategy. This individual may be brought forth to work with Advisors in limited capacity as it relates to the Advisory digital experience.

Primary Responsibilities

Data & Analytics

• Maintain KPIs, dashboards, and reports to support Quarterly Business Reviews.
• Ensure accurate, timely, and insightful data through partnership with Finance and Operations.
• Continuously improve Advisor technology/digital experience by bringing key KPIs and information to advisors’ fingertips.
• Track and monitor advisor productivity, growth, and retention metrics.
• Provide ad hoc analysis and executive-level insights to APM leadership, RMDs, and firm executives.

Business Strategy & Operations

• Build analyses and presentations that influence leadership decisions.
• Support adoption and usage of CRM, planning, and reporting tools across advisory practices.
• Assist with risk management tasks, including compliance data monitoring.
• Manage data maintenance and provide support across advisor systems.
• Drive cross-functional collaboration between advisory teams and internal stakeholders.

Technology & Continuous Improvement

• Serve as the technology representative for the APM team, identifying opportunities to leverage new tools.
• Partner with Technology and Operations to enhance workflows and ensure systems meet advisor needs.
• Lead continuous improvement initiatives, focusing on efficiency and scalability.
• Contribute to special projects for the Head of Advisory and APM leadership.

Qualifications and Characteristics:

• Bachelor’s degree in finance, Business Analytics, Economics, Data Science, or related field.
• 3–5 years of experience in data analytics, business management, consulting, or wealth management (experience in an RIA, wealth management, or financial services environment preferred).
• Advanced proficiency in Excel and Power BI (or equivalent BI tools).
• Strong analytical skills with exceptional attention to detail.
• Effective communicator with the ability to distill insights for executives.
• Proven organizational and project management skills; comfortable balancing multiple priorities.
• Experience in CRM and reporting systems; Salesforce familiarity a plus.
• High level of professionalism, discretion, and integrity.
• Strong sense of ownership, resourcefulness, and ability to work independently.
• Align with Cresset Values and Vision

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: $80,000 - $100,000. 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, 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.