ASSOCIATE DIRECTOR, FAMILY GOVERNANCE & EDUCATION
Cresset Capital, Chicago, Illinois, United States, 60290
Position Overview
Cresset is seeking an
Associate Director of Family Governance
with a focus on
wealth education, rising generation engagement, and family culture.
Reporting to the Head of Family Governance, this position offers the opportunity to quickly grow into a
multigenerational family consulting role , supporting complex family systems and long-term governance design. The ideal candidate is passionate about education, personal development, and intergenerational connection and brings a foundation in family dynamics, facilitation, or psychology.
This role requires travel of up to 30%, including for family meetings, retreats, rising generation programs, and external conferences. Key Responsibilities Rising Generation Engagement & Education Design, facilitate, and deliver educational programs for the rising generation focused on
financial literacy, leadership, stewardship, and philanthropy . Build and maintain a
network of rising generation participants
across Cresset families, creating opportunities for connection, shared learning, and collaboration. Develop
off-the-shelf and bespoke educational resources , including digital content, toolkits, and experiential learning opportunities. Collaborate with the governance team to measure program impact and refine curriculum over time. Family Governance Support Partner with senior team members to
support family meetings, workshops, and retreats , with an emphasis on communication, shared purpose, and decision-making. Contribute to
research and development of frameworks
for family governance, including charters, family constitutions, and succession planning materials. Observe and participate in multigenerational family consulting engagements to
gain exposure to complex governance and advisory work . Internal & External Collaboration Work with Cresset advisors and relationship managers to
integrate rising generation and educational offerings
into broader client service models. Support
advisor training and development , helping team members better understand family systems, generational transitions, and engagement strategies. Collaborate with advisors and other colleagues to create
cross-functional family learning experiences . Represent Cresset at external conferences and events relevant to family governance, rising generation education, and family enterprise; attend, speak, or present as appropriate. Peer Cohort Development Assist in the design and facilitation of
peer learning cohorts
for rising generation participants across Cresset families. Build scalable systems for community engagement, including digital platforms, events, and partnerships. Qualifications Education and Experience
Bachelor's Degree Required Minimum of
5 years of experience
working with HNW or UHNW families, or in a family office, educational, or advisory environment. Demonstrated experience in
curriculum development, facilitation, or program design
for young adults or family members. Skills and Competencies Exceptional interpersonal and facilitation skills, with comfort engaging across generations. Strong project management and collaborative skills, with the ability to bring structure to creative initiatives. Excellent communication and presentation skills, with the ability to engage both youth and senior family members. Curiosity, empathy, and a genuine interest in family systems, education, and human development. Preferred Qualifications Familiarity with
family systems theory
and its application to governance and family enterprise. Knowledge of
financial literacy education, philanthropy, or leadership development . Experience with
coaching, mediation, or group facilitation . Desire to grow into a
multigenerational family consultant , supporting families in governance, communication, and legacy planning. Strong comfort with technology, including designing high-quality presentations, using productivity and workflow tools to streamline and scale programs, and leveraging platforms such as Salesforce and AI-enabled tools to enhance efficiency and client experience. Experience with Asana, Chat GPT, Canva, and any educational platform software is a plus.
Cresset is seeking an
Associate Director of Family Governance
with a focus on
wealth education, rising generation engagement, and family culture.
Reporting to the Head of Family Governance, this position offers the opportunity to quickly grow into a
multigenerational family consulting role , supporting complex family systems and long-term governance design. The ideal candidate is passionate about education, personal development, and intergenerational connection and brings a foundation in family dynamics, facilitation, or psychology.
This role requires travel of up to 30%, including for family meetings, retreats, rising generation programs, and external conferences. Key Responsibilities Rising Generation Engagement & Education Design, facilitate, and deliver educational programs for the rising generation focused on
financial literacy, leadership, stewardship, and philanthropy . Build and maintain a
network of rising generation participants
across Cresset families, creating opportunities for connection, shared learning, and collaboration. Develop
off-the-shelf and bespoke educational resources , including digital content, toolkits, and experiential learning opportunities. Collaborate with the governance team to measure program impact and refine curriculum over time. Family Governance Support Partner with senior team members to
support family meetings, workshops, and retreats , with an emphasis on communication, shared purpose, and decision-making. Contribute to
research and development of frameworks
for family governance, including charters, family constitutions, and succession planning materials. Observe and participate in multigenerational family consulting engagements to
gain exposure to complex governance and advisory work . Internal & External Collaboration Work with Cresset advisors and relationship managers to
integrate rising generation and educational offerings
into broader client service models. Support
advisor training and development , helping team members better understand family systems, generational transitions, and engagement strategies. Collaborate with advisors and other colleagues to create
cross-functional family learning experiences . Represent Cresset at external conferences and events relevant to family governance, rising generation education, and family enterprise; attend, speak, or present as appropriate. Peer Cohort Development Assist in the design and facilitation of
peer learning cohorts
for rising generation participants across Cresset families. Build scalable systems for community engagement, including digital platforms, events, and partnerships. Qualifications Education and Experience
Bachelor's Degree Required Minimum of
5 years of experience
working with HNW or UHNW families, or in a family office, educational, or advisory environment. Demonstrated experience in
curriculum development, facilitation, or program design
for young adults or family members. Skills and Competencies Exceptional interpersonal and facilitation skills, with comfort engaging across generations. Strong project management and collaborative skills, with the ability to bring structure to creative initiatives. Excellent communication and presentation skills, with the ability to engage both youth and senior family members. Curiosity, empathy, and a genuine interest in family systems, education, and human development. Preferred Qualifications Familiarity with
family systems theory
and its application to governance and family enterprise. Knowledge of
financial literacy education, philanthropy, or leadership development . Experience with
coaching, mediation, or group facilitation . Desire to grow into a
multigenerational family consultant , supporting families in governance, communication, and legacy planning. Strong comfort with technology, including designing high-quality presentations, using productivity and workflow tools to streamline and scale programs, and leveraging platforms such as Salesforce and AI-enabled tools to enhance efficiency and client experience. Experience with Asana, Chat GPT, Canva, and any educational platform software is a plus.