Director, Head of Data Product

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.

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 among the nation’s top multi-family offices,* 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 an experienced Head of Data Product to ensure that Cresset’s data, analytics, and business intelligence capabilities support growth, operational excellence, regulatory requirements, and an exceptional advisor and client experience.

This leader works closely with business and technology teams to identify opportunities where data can improve decision-making, streamline operations, and increase advisor effectiveness. They are accountable for defining priorities, overseeing the delivery of data-related capabilities, driving adoption across the business, and ensuring investments deliver measurable value. The ideal candidate brings a business-first product mindset, deep familiarity with wealth management data (client, household, account, portfolio, and advisor information), and a track record of turning data strategy into adopted, outcome-driving capabilities.

Key Responsibilities

Data Product Strategy & Leadership

• Develop and maintain the firm’s data strategy and multi-year roadmap aligned with business priorities.
• Define and prioritize data initiatives that improve advisor productivity, client service, operational efficiency, and business performance.
• Partner with business leaders, technology teams, risk, compliance, and operations to align priorities and deliver solutions that address business needs.
• Measure the effectiveness of data investments and ensure expected business outcomes are achieved.
• Build and lead a high-performing team focused on delivering practical business value through data and analytics.

Data Strategy & Governance

• Establish a single source of truth for client, household, account, portfolio, and advisor information.
• Improve consistency of data across CRM, custodial, investment, and planning systems.
• Define data ownership and accountability across business functions, and establish governance and quality standards to ensure data is accurate, trusted, and compliant.
• Implement processes to monitor and improve data quality, and strengthen controls related to privacy, retention, and regulatory requirements.
• Improve visibility into where data comes from and how it is used.

Data-Informed Decision Making

• Deliver executive reporting on growth, productivity, client acquisition, retention, and profitability.
• Provide advisor insights related to client engagement, household growth, and business opportunities.
• Support investment reporting for portfolio performance and risk oversight.
• Enable early identification of client retention risks and growth opportunities.
• Standardize reporting and analytics across the organization, reducing reliance on manually created reports and spreadsheets.

Advisor Productivity & Operational Efficiency

• Simplify advisor workflows, reduce system switching, and improve access to client and portfolio information.
• Automate onboarding, account opening, and service processes, and streamline recurring operational and compliance tasks.
• Reduce manual reconciliation and reporting activities.
• Improve visibility into work queues and service requests.

Platform Reliability & Business Readiness

• Improve reliability of reporting, analytics, and client-facing platforms, and establish service level expectations for critical business systems.
• Reduce delays in data availability and reporting.
• Improve monitoring and incident response capabilities, and strengthen disaster recovery and business continuity planning.
• Ensure data platforms support future growth in…