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

As part of the technology team, you will develop and maintain Cresset's data platforms in AWS, Matillion, DBT, Databricks, and Snowflake. You will work with systems of record to build and maintain data integrations, supporting our BI & AI Platforms and application integration use cases. Collaborating with senior leadership, business heads, and other data technologist, you will assess data requirements and deliver a robust data platform that drives informed, analytics-driven business decisions.

• Assist in the development of the Cresset Data Warehouse

• Assist in developing a data reporting and analytics framework, including industry best practices.

• Assist in development and maintenance of BI platforms.

• Improve the performance of queries and analysis through data modelling, tuning, and automation.

• Collaborate with business partners to prioritize and deliver against data requests and needs.

• Acquire and integrate data from multiple sources and systems for analysis.

• Present data in a clear and concise manner allowing power users to easily create their own dashboards and reports.

AI & Data Pipeline Focus

• Experience building or contributing to data pipelines that feed AI tools, including Model Context Protocol (MCP) servers or similar AI integration frameworks.

• Preparing and transforming datasets for ingestion into LLM-based tools, AI agents, or retrieval-augmented generation (RAG) systems.

• Familiarity with data formatting, chunking, schema design, or metadata tagging strategies optimized for AI tool consumption.

• Exposure to vector databases, embedding pipelines, or semantic search infrastructure.

• Understanding prompt context management and how data structure impacts AI model output quality.

Qualifications

Qualifications

• Bachelor's degree in computer science, engineering, or a similar field
• 1+ years of experience in data engineering for cross-functional business processes involving multiple IT systems.
• Experience building API integrations, including learning vendor API documentation, and staying current with updates to the tech stack.
• Firsthand experience with Snowflake
• Ability to code in SQL
• Structured and unstructured data expertise
• Strong analytical skills and understanding of technology processes of information and data.
• Excellent communication skills and ability to present data analytics to senior leadership.
• Strong teamwork and interpersonal skills to collaborate across distinct functions.
• Self-motivated and meticulous

Preferred Attributes

• Experience with Matillion, DBT, Databricks, and AWS
• Ability to code in Python or another scripting language
• Knowledge of the RIA industry or related financial services
• Experience structuring or preparing data for AI/ML pipelines, MCP servers, or similar AI-ready data frameworks.

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. 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.

Everything Starts With Culture.

Our Vision

We exist to optimize wealth and elevate life—giving clients the time, clarity, and trusted partnership to pursue what matters most.

Our Values

*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.