Jobs at Corient

Prepare financial plans, investment reports, tax and estate analyses; gather client data; support Wealth Advisors in client meetings; document tasks and coordinate service execution; manage simple projects and learn complex planning; build community and COI relationships.

Lead and support end-to-end strategic and operational projects for the Institutional Relationships team. Develop project plans, coordinate cross-functional workstreams, track KPIs, prepare executive presentations and dashboards, conduct research and analysis, support change management, and partner with data/reporting to build models and visualizations that inform operational decisions and improve client experience.

Manage and support enterprise network infrastructure including firewalls, VLANs, routing/switching, wireless, VPNs and monitoring. Deploy new office network hardware, perform cabling and ISP turn-up, and participate in change management. Provide operational support for Cisco ISE and Firepower environments, troubleshoot using packet-capture tools, maintain documentation, and collaborate with Security, Infrastructure, and End User Services teams.

Responsible for completing financial plans, investment reports, and tax analysis, while co-managing client relationships and documenting tasks. Enhances investment knowledge through practice and observation.

Provide high-touch, hands-on technology support for C-suite and senior executives across office, residence, travel and event environments. Own incidents end-to-end, troubleshoot endpoints, collaboration and AV systems, coordinate vendors and infrastructure teams, maintain runbooks and knowledge articles, mentor support staff, participate in on-call rotation, and ensure flawless execution for high-visibility events.

Support advisors with client onboarding, reporting, and basic financial reporting. Perform administrative tasks, prepare client summaries, interact with custodians, and follow established processes while learning wealth management concepts under close supervision.

Lead global compensation analysis and strategy: build and automate models, optimize Workday compensation configurations, benchmark market surveys, design pay and equity plans, advise HRBPs and Finance, manage global compensation cycles and governance to ensure compliance.

The Senior Data Engineer will oversee data operations, design scalable data pipelines, ensure data quality, and support cross-functional data initiatives.

Lead and oversee the firm's tax functions: ensure compliance, manage client tax planning and filings, coordinate with advisors, and support team operations. Specific duties not detailed in posting.

Support Wealth Advisor in delivering comprehensive financial planning and investment services to high-net-worth clients. Prepare recommendations, assist client meetings and follow-up, manage onboarding and contracts, mentor peers, and progressively assume secondary advisory and independent client relationship responsibilities.

Architect, build, and operate an enterprise data platform on Azure; develop reusable ingestion and orchestration frameworks; own infrastructure engineering with IaC (Terraform) and CI/CD; design observability, governance, and integration patterns; support scalable onboarding and M&A integration; provide architectural leadership and mentor engineers while partnering with analytics and data teams.

Manage and maintain client reporting templates, portal views, and data workflows for wealth management clients. Execute monthly and quarterly reporting cycles, support advisors and client service teams, monitor data feeds (security master, allocations, returns), and perform quality assurance to ensure reporting integrity. Partner with Advisory, Investments, Compliance, and Platforms teams to drive the reporting roadmap.

The Receptionist greets visitors, manages calls, operates visitor management systems, assists with AV setup, and maintains office standards while supporting events and onboarding activities.

The Data Operations Analyst manages data integrity and operations, supports data conversion for mergers and acquisitions, and documents policies and processes.

The Associate, Personal CFO will handle bookkeeping, vendor management, accounts payable processing, data entry, bank reconciliations, and client communication while maintaining detailed records.

Perform bookkeeping and accounting tasks for high-net-worth individuals, including vendor maintenance, journal entries, reconciliations, and client communications.

Lead M&A due diligence and integration planning, synthesize diligence into actionable integration roadmaps, manage cross-functional execution, support strategic growth initiatives, prepare executive presentations and reports, and coordinate with HR, Finance, Operations and Technology to drive client solutions projects to completion.

Manage and lead a team of data engineers, oversee data pipeline development, ensure data quality, and support analytics initiatives in financial services.

The Manager, Personal CFO oversees financial management for high-net-worth clients, including accounting, cash management, and team leadership while ensuring high-quality service and operational excellence.

Support wealth advisors by preparing financial plans, investment reports, tax and estate analyses, gathering client data, documenting meeting action items, coordinating service execution, and developing planning skills while interacting with custodians and planning software.