Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
What You’ll Do
Project Management & Execution
Support end‑to‑end delivery of strategic and operational projects for the Institutional Relationships team.
Develop and maintain project plans, timelines, milestones, and stakeholder communications.
Coordinate cross-functional efforts to keep projects on track and achieve objectives.
Translate leadership priorities into structured workstreams, actionable tasks, and measurable outcomes.
Identify and proactively manage risks and dependencies.
Business Management
Partner with Institutional Relationships leadership to support business planning, track performance, and strengthen operational management.
Prepare executive presentations, reporting packages, dashboards, and meeting materials.
Track progress against strategic priorities and key performance indicators, highlighting trends, risks, and areas requiring attention.
Provide visibility into initiative status, key decisions, and areas requiring leadership attention.
Strategy & Operations Support
Partner with leadership on initiatives that enhance operational efficiency and client experience.
Conduct research, benchmarking, and structured analysis to inform strategic recommendations.
Support change‑management efforts across teams and functions.
Data Analysis & Insights
Partner with the data and reporting team to deliver key data‑related outputs for custodian relationships.
Build models, reports, and visualizations that support business understanding and operational decision‑making.
Collaborate with data, operations, and technology teams to ensure accuracy, consistency, and disciplined data practices.
What You Bring
Experience in wealth management, consulting, or a similar strategy and operations environment.
Strong analytical and quantitative skills, with comfort working with data in a wealth‑management context.
Ability to manage multiple projects simultaneously with precision, structure, and follow‑through.
Excellent communication skills and the ability to distill complex information for senior audiences.
A proactive, resourceful, execution‑focused mindset.
Comfort operating in a fast‑moving, evolving, and sometimes ambiguous environment.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Pay Information
This position is exempt and is paid according to the laws of the State of Illinois, New York, Massachusetts, or Texas depending on final position location. The pay range for this position is $90,000-$115,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Physical Requirements
This position requires the physical capabilities to work in an office…