Jobs at Corient

Leads alternative investment business development and adoption across high-net-worth client and advisor relationships. Serves as an expert on private equity, private credit, real assets, hedge strategies, and related asset classes; grows alternatives AUM through prospecting, presentations, and closing opportunities. Collaborates with investment, product, advisory, and operations teams, represents the firm at industry events, and develops educational and thought leadership materials.

Manages the firm's operational risk and control environment for wealth management. Responsibilities include designing, implementing, monitoring, testing, and remediating controls across billing, money movement, trade execution, user access, and segregation of duties. The role develops procedures and playbooks, partners with Compliance, Finance, Operations, and IT, supports strategic projects, and prepares risk reports and insights for senior leadership.

Associate Wealth Advisor partners with Wealth Advisors to deliver comprehensive financial planning and investment advice to high-net-worth clients. Responsibilities include analyzing cash flow, taxes, retirement, estates, insurance, education funding, charitable strategies, and asset allocation; preparing client meeting materials; managing relationships; coordinating with internal specialists; supporting business development; and mentoring junior team members. The role is onsite four days per week and offers a path toward lead Wealth Advisor.

Partners with Wealth Advisors to deliver comprehensive financial planning and wealth management advice to high-net-worth clients. Prepares analyses covering cash flow, retirement, tax, estate, insurance, investments, equity compensation, education, and philanthropy. Supports client meetings, relationship management, follow-up, business development, and collaboration with internal specialists and external advisors. The role also mentors junior team members and develops toward independent client planning and lead Wealth Advisor responsibilities.

Partners with Wealth Advisors to deliver comprehensive financial planning and wealth management solutions for high-net-worth clients. Prepares analyses covering cash flow, retirement, taxes, equity compensation, estate planning, insurance, education, philanthropy, and investments. Supports client meetings, manages follow-up, develops client relationships, collaborates with specialists, mentors junior staff, and contributes to business development. The role offers a path toward lead Wealth Advisor responsibilities.

Partners with Wealth Advisors to deliver comprehensive financial planning and wealth management advice to high-net-worth clients. Prepares analyses covering cash flow, retirement, tax, estate, insurance, investments, equity compensation, education, and charitable planning. Supports client meetings, coordinates follow-up, develops client relationships, collaborates with internal specialists, builds external advisor networks, mentors junior staff, and contributes to business development.

Designs, implements, and improves enterprise security capabilities across endpoint, cloud, network, data protection, email security, vulnerability management, SIEM, SOAR, and Zero Trust environments. Owns major security platforms including Rapid7, Microsoft Defender, Microsoft Purview, Mimecast, and Zscaler. Develops scalable architectures, detection and automation workflows, vulnerability controls, email protections, and security integrations while partnering with infrastructure, network, cloud, application engineering, security operations, and MDR teams.

Prepare and review individual, trust, estate, gift, foundation, and business tax returns; verify source documents, conduct tax research, assist with notices and audits, maintain organized files, input financial records, analyze tax data, and support tax planning. The role requires strong accounting and tax knowledge, analytical ability, organization, communication, confidentiality, and proficiency with Microsoft Office.

Manages reception, visitor services, office facilities, supplies, seating, vendors, mail, onboarding support, events, safety procedures, equipment, expenses, and workplace requests. Coordinates building access, maintenance, deliveries, relocations, and basic IT or AV troubleshooting while supporting employee experience and business continuity. Requires strong organization, communication, multitasking, office technology proficiency, and prior office management, hospitality, or administrative experience.

Support the Portfolio Management team by helping adopt the centralized Corient Investment Platform, analyze client portfolios, run transition plans, perform data analytics on investment strategies, and assist in creating client/advisor education and marketing materials. Gain exposure to traditional and alternative investments and build investment knowledge.

Conduct due diligence and ongoing monitoring of private credit managers and alternative investments. Analyze direct lending, specialty finance, distressed debt, and structured credit strategies; lead manager reviews; prepare investment memos, underwriting materials, and risk-return analyses; track fund performance; and support advisors and clients with educational materials, platform guidance, and private credit market insights.

Manage daily office operations and facilities, reception and visitor experience, employee onboarding support, event logistics, vendor and technology coordination, safety/compliance tasks, basic IT/AV troubleshooting, expense tracking, and special projects like moves and business continuity support.

Provide onsite and remote deskside support for end users, troubleshoot hardware and software issues, install and maintain PCs and peripherals, document incidents in ITSM systems, manage IT hardware inventory, and escalate critical issues. The role requires Windows and Microsoft Office expertise, networking knowledge, customer service skills, occasional travel, onsite work, and after-hours availability.

Manage corporate treasury activities including cash positioning, liquidity forecasting, banking operations, payments, fraud controls, investments, debt, foreign exchange, and risk management. The role oversees bank accounts, treasury technology, payment workflows, and process improvements while providing financial analysis and recommendations. It requires collaboration with banking partners and internal stakeholders, strong financial modeling, and expertise in treasury management systems, banking platforms, and corporate finance.

Prepare journal entries, perform balance sheet and payroll reconciliations, support month-end close, investigate accounting discrepancies, and assist with internal and external audits. The role requires maintaining accurate general ledger records, resolving variances, supporting accounting projects, and organizing documentation. It is primarily onsite four days per week and involves collaboration, confidentiality, deadline management, and advanced Excel use.

Performs bookkeeping, accounts payable, vendor maintenance, journal entries, reconciliations, 1099 processing, client financial applications, file maintenance, and ad hoc analysis. The role supports high-net-worth clients and requires accurate data entry, financial statement familiarity, Excel proficiency, strong organization, communication, and independent work. It is onsite four days per week.

Provides administrative and client service support for high-net-worth wealth management clients. Coordinates requests among clients, advisors, and internal teams; manages documentation, account maintenance, meetings, workflows, and follow-ups; tracks requests in Salesforce; organizes statements, tax forms, reports, and portfolio information; supports prospecting data, account opening, and process improvements while maintaining confidentiality and accuracy.

Supports wealth advisors serving high- and ultra-high-net-worth clients by preparing financial plans, investment reports, tax and estate analyses, and client meeting materials. Gathers client data, coordinates service execution, documents action items, provides observations to lead advisors, and oversees simple projects. The role also involves developing financial planning and investment expertise, attending networking events, and building community and professional relationships.

Provides onsite and remote deskside support for end users, troubleshooting hardware, software, networking, printers, laptops, and mobile devices. Installs, repairs, maintains, and upgrades workstations; manages IT hardware inventory and shipping; documents incidents in ITSM systems; escalates critical issues; and collaborates across teams to resolve complex problems. The role requires onsite work four days weekly, occasional after-hours support, and up to 10% travel.

Leads enterprise learning and development strategy, leadership programs, and the Analyst & Associate Training Program. Designs and facilitates learning experiences, manages stakeholders, vendors, logistics, budgets, communications, and measurement. Partners with HR and business leaders to align programs with organizational priorities, improve participant outcomes, and develop early-career and leadership talent. Requires strong facilitation, program management, executive presence, data analysis, and adult learning expertise.