Job Description

About Cresset

Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes top RIA firm.

Associate Director, Technology Business Analyst

Position Overview:

The Technology Business Analyst will support the development and delivery of technology solutions by acting as the bridge between business teams and technology. This role involves gathering requirements, documenting processes, and assisting in the implementation of tools and systems that meet the needs of advisors, service teams, and other stakeholders. With a focus on collaboration and user experience, the Technology Business Analyst will help ensure technology solutions align with organizational goals and support efficiency across business operations.

Key Responsibilities:

Technology-Business Collaboration:

• Act as a liaison between business teams and technology, ensuring clear communication of requirements and priorities.
• Facilitate discussions to understand business needs, pain points, and opportunities for improvement.
• Translate business requirements into technical specifications and assist in solution design.

Requirements Gathering and Documentation:

• Conduct interviews, workshops, and surveys to gather detailed business and functional requirements.
• Document workflows, use cases, and user stories to support solution development and testing.
• Maintain organized and up-to-date documentation for reference and project tracking.

Testing and Validation:

• Assist in developing test cases and scripts to validate solutions against requirements.
• Conduct functional and user acceptance testing (UAT) alongside end-users, gathering feedback to refine solutions.
• Identify and escalate any issues or risks during the testing process.

Training and User Support:

• Collaborate with business teams to create training materials for new technology solutions.
• Provide temporary first-level support to users post-implementation, resolving minor issues or escalating as needed.

Project Coordination:

• Take ownership of project milestones, tasks, and deliverables, ensuring progress aligns with timelines and objectives.
• Proactively track and manage project scope, addressing potential risks and resolving issues to maintain momentum.
• Communicate project status and updates to stakeholders, ensuring alignment and transparency throughout the project lifecycle.

Qualifications:

Education and Experience:

• Bachelor’s degree in Business, Technology, Finance, or a related field
• 2–5 years of experience in a business analysis or related role, preferably within financial services industry, preferably in wealth management

Technical Proficiency:

• Familiarity with wealth management platforms such as Salesforce, performance, client reporting, and data solutions like Addepar, Snowflake, and Power BI are a plus.
• Basic understanding of software development lifecycle.

Skills:

• Strong communication and interpersonal skills for engaging with both technical and non-technical stakeholders.
• Analytical mindset with attention to detail and problem-solving capabilities.
• Ability to manage time effectively and handle multiple tasks in a fast-paced environment.

Industry Knowledge:

• General understanding of wealth management, financial services, or client advisory processes (preferred but not required).

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. As such, 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.

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