Our Vision
We exist to optimize wealth and elevate life—giving clients the time, clarity, and trusted partnership to pursue what matters most.
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.
Key Responsibilities
Cresset’s Associate, Integrated Marketing will be responsible for working with the Growth team, as well as a variety of teams across Cresset, to execute on a multi-faceted content marketing strategy, with a particular focus on thought leadership and marketing collateral development, distribution, and management. Specific responsibilities include the following:
- Edit, proofread, and enhance a wide range of marketing content, including thought leadership articles, website copy, presentations, proposals, and client-facing collateral, ensuring clarity, consistency, and alignment with brand standards.
- Lead the project management and execution of marketing initiatives and content development efforts, ensuring timely delivery, efficient resource allocation, and adherence to brand guidelines.
- Develop, optimize, and manage marketing team processes and workflows to improve scalability, efficiency, and cross-functional collaboration.
- Execute and support integrated content marketing campaigns across email, social media, web, and other digital channels to drive engagement and brand awareness.
- Partner with Content and Business Development teams to support new business opportunities through compelling messaging, presentation materials, and strategic marketing support.
- Collaborate closely with cross-functional stakeholders to ensure marketing campaigns align with broader business objectives, firm-wide initiatives, and brand positioning.
- Monitor, analyze, and report on campaign performance using marketing analytics and reporting tools, translating insights into actionable recommendations that improve results.
- Conduct industry, competitor, and market research to inform messaging, content development, and marketing strategy.
- Contribute to the development and execution of marketing strategies that enhance brand visibility, support business growth, and drive organizational change.
- Manage multiple projects simultaneously while maintaining exceptional attention to detail, meeting deadlines, and ensuring high-quality deliverables.
Qualifications
- Bachelor’s degree in marketing, communications, English or related field.
- Minimum 3 years of professional services or marketing experience.
- Professional background in financial services strongly desired.
- Demonstrated ability to work closely with all levels of an organization to execute on sophisticated marketing programs and initiatives.
- Strong project management and execution skills.
- Exceptional writing/editing skills and ability to work in a fast-paced, highly entrepreneurial environment.
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. 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.
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.
