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.
Job Description
We are seeking an experienced Director of Identity & Access Management (IAM Lead) to establish and lead our enterprise IAM program. This is a critical leadership role within our Information Security function, responsible for evaluating our current identity landscape, designing a comprehensive IAM strategy, selecting and implementing modern IAM tools, and building a small but highly effective team to support the program.
The ideal candidate will bring both strategic vision and hands-on expertise in identity and access management, particularly within financial services or other regulated industries. You will partner closely with security, compliance, and business stakeholders to ensure our IAM program supports security, scalability, and regulatory requirements.
Key Responsibilities
Program Strategy & Leadership
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Assess the current identity and access management environment, including processes, technologies, and governance.
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Define and communicate a multi-year IAM strategy aligned with security, compliance, and business needs.
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Establish IAM governance policies and ensure compliance with regulatory requirements (SOX, GLBA, FFIEC, etc.).
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Serve as the senior IAM subject matter expert and advisor to executives, audit committees, and business units.
Technology Selection & Implementation
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Evaluate, recommend, and lead the deployment of IAM platforms
- Drive adoption of best practices in identity lifecycle management, privileged access management (PAM), single sign-on (SSO), and multi-factor authentication (MFA).
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Oversee system integration with critical enterprise platforms and applications.
Team Development
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Build and lead a small but growing IAM team, starting with the hiring of an IAM Analyst.
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Provide mentorship, coaching, and technical leadership to team members.
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Establish processes for ongoing IAM operations, including access requests, reviews, and audits.
Program Operations
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Oversee IAM operations, including provisioning/deprovisioning, access certifications, and privileged access controls.
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Partner with IT, HR, and business units to streamline onboarding/offboarding and role-based access management.
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Monitor and report on IAM metrics, risks, and compliance status.
Qualifications
Education & Experience
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Bachelor’s degree in Information Security, Computer Science, or related field.
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8+ years of progressive IT/security experience, with at least 4+ years in IAM leadership roles.
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Prior experience building or significantly scaling an IAM program, ideally within financial services or a similarly regulated environment.
Technical Expertise
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Deep knowledge of IAM concepts: authentication, authorization, RBAC, PAM, SSO, MFA, IGA (Identity Governance & Administration).
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Hands-on experience with leading IAM platforms (e.g., SailPoint, Okta, CyberArk, Ping, Azure AD).
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Familiarity with cloud IAM and integration with SaaS and on-premises applications.
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Strong understanding of regulatory frameworks (SOX, GLBA, PCI-DSS, FFIEC).
Leadership & Soft Skills
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Proven ability to define strategy, build consensus, and lead organizational change.
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Strong leadership, influencing, and communication skills, with ability to engage both technical and non-technical stakeholders.
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Experience managing small teams and external vendors/partners.
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. Starting base salary is $150,000 - $195,000. 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.
