ASSOCIATE, OFFICE EXPERIENCE

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 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

Cresset is seeking an Associate, Office Experience to join our National Office Experience team in our Minnetonka office, located at 701 Carlson Parkway. This role is onsite five days per week, Monday through Friday, and will oversee the day-to-day employee, guest, and workplace experience for the office.

As part of the broader National Office Experience team, this individual will help create a welcoming, polished, and highly functional office environment. The role will serve as a key point of contact for employees, guests, senior leaders, and external partners while helping foster connection and community across Cresset.

Key Responsibilities

Guest Experience

• Oversee the front-of-house experience for a 50-person office, ensuring clients and guests receive a warm, professional, and consistent experience.
• Greet and escort guests to meeting spaces while coordinating arrivals and communications with meeting hosts.
• Partner with senior leaders, Wealth Advisors, and internal teams to plan and execute thoughtful meeting experiences, including food and beverage, room setup, and other hospitality needs.
• Prepare meeting rooms in advance, provide support throughout meetings as needed, and ensure spaces are promptly reset afterward.
• Maintain a polished, organized, and client-ready front-of-house environment, including reception areas, conference rooms, and shared spaces.

Employee Experience & Office Support

• Partner with HR and IT to support the onboarding of new employees, including workstation preparation, equipment coordination, welcome materials, and onboarding checklists.
• Coordinate weekly office lunches, including scheduling, ordering, setup, and cleanup.
• Plan and coordinate employee birthdays, anniversaries, and other milestone celebrations.
• Organize and execute office events, including holiday events, seasonal outings, volunteer activities, and other employee engagement initiatives.
• Collaborate with Executive Assistants and the National Office Experience team on onsite and offsite meetings, events, and activities.
• Manage the weekly office newsletter, keeping employees informed of upcoming events, important dates, reminders, and building updates.
• Serve as a day-to-day resource for employees, helping address workplace needs and creating a positive office experience.

Facilities & Workplace Operations

• Maintain common areas, including kitchens, breakrooms, copy areas, and meeting spaces, ensuring they remain clean, organized, well-stocked, and inviting.
• Proactively manage office inventory and ordering of supplies, snacks, beverages, and other workplace necessities.
• Serve as the primary liaison with building management, maintenance teams, and other vendors regarding building access, repairs, service requests, and ongoing facilities needs.
• Manage building access cards and related employee access requests.
• Coordinate emergency preparedness activities, including office drills and related communications.
• Receive and distribute office mail and deliveries.
• Answer and route incoming office calls as needed.
• Identify opportunities to improve office processes, workplace functionality, and the overall employee and guest experience.

Skills & Qualifications

• Bachelor’s degree preferred, but not required.
• 5+ years of relevant experience in office management, workplace experience, hospitality, professional services, or a similar environment.
• Experience supporting senior leaders, clients, and employees in a high-touch professional setting preferred.
• Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint, as well as Adobe Acrobat.
• Strong written and verbal communication skills with a polished and professional approach.
• Hospitality-minded with a strong commitment to delivering an exceptional employee and client experience.
• Proactive and solutions-oriented, with sound judgment and the ability to anticipate needs.
• Highly organized and detail-oriented with strong execution, follow-through, and time management skills.
• Comfortable managing multiple priorities and deadlines in a fast-paced environment.
• Resourceful and collaborative, with the ability to work effectively both independently and as part of a broader team.
• Able to handle confidential and sensitive information with discretion.
• Adaptable and comfortable working in a dynamic, entrepreneurial environment.

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.

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.

Qualifications