Jobs at Corient

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.

Designs and architects scalable Salesforce solutions across multiple clouds, develops advanced Apex, Lightning Web Components, flows, and integrations, and leads platform security, governance, DevOps, and release practices. Mentors engineers, conducts design reviews, resolves complex production issues, partners with business and technical stakeholders, and provides technical roadmaps and implementation recommendations.

Performs bookkeeping, accounts payable, vendor maintenance, journal entries, reconciliations, 1099 processing, client record management, and financial reporting for high-net-worth clients. The role requires accurate data entry, Excel proficiency, accounting-system experience, strong organization, communication, and independent work. It is onsite four days per week and supports personal CFO and family office services.

Performs bookkeeping, accounts payable, vendor maintenance, journal entries, reconciliations, 1099 processing, and financial reporting for high-net-worth clients. Maintains accurate client records, processes applications and invoices, responds to client requests, and supports accounting activities involving personal assets. The role requires strong Excel skills, accounting-system experience, attention to detail, organization, and effective communication.

Oversee end-to-end onboarding for new wealth management clients and accounts, including account setup, paperwork, signatures, asset transfers, ACATs, rollovers, and wires. Coordinate with clients, client service specialists, custodians, and internal teams to gather information, resolve questions, and complete onboarding accurately and on time.

Supports wealth management advisors by preparing client presentation materials, financial planning analyses, projections, budgets, and estate planning summaries. Reviews and researches financial planning topics, organizes client documents, assists with customized planning templates, and contributes to firm initiatives. Requires strong analytical, organizational, communication, confidentiality, and multitasking skills, along with basic knowledge of financial planning, investments, insurance, estate planning, and taxes.

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.

Supports the company’s SOX/ICFR compliance program through control documentation, testing coordination, audit support, risk and control matrix maintenance, remediation tracking, and control effectiveness evaluations. Partners with process owners and auditors, assesses control gaps, supports accounting policies and governance documentation, and prepares reporting on testing and remediation. The role also evaluates internal control impacts from system changes, acquisitions, and process transformations.

Provides onsite and remote deskside IT support for laptops, printers, mobile devices, networks, telecom, video conferencing, and related infrastructure. Troubleshoots incidents, installs and maintains hardware and software, documents tickets, manages IT hardware inventory, escalates critical issues, and collaborates with internal IT teams. The role requires onsite work four days per week, occasional after-hours or weekend availability, and up to 10% travel.

Provide high-level administrative support to multiple executives including C-suite: manage complex calendars, travel, meetings, expenses, presentations, and confidential information. Coordinate meeting logistics, vendor and relationship management, team events, ad-hoc projects and errands, and provide backup to other assistants while supporting internal and client-facing projects.

Leads onboarding and financial operations for high-net-worth client relationships, including accounting, cash management, payroll, bill pay, reconciliations, reporting, and family-office administration. Serves as a trusted client contact while coordinating with wealth managers, tax professionals, attorneys, and other advisors. Supports tax, estate, charitable, and special financial projects, prepares client materials, and coaches team members to ensure accurate and timely service delivery.

Performs bookkeeping, accounts payable, vendor maintenance, journal entries, reconciliations, 1099 processing, client record maintenance, and financial reporting for high-net-worth clients. The role supports client requests, manages accounting data in financial systems, processes payments and applications, and maintains accurate files. It requires an accounting degree, at least two years of accounting experience, strong Excel skills, and familiarity with accounting software. The position is onsite four days per week.

Coordinate marketing initiatives, content development, brand stewardship, collateral management, vendor relationships, performance tracking, events, and marketing project execution. The role partners with internal stakeholders and subject matter experts to create thought leadership and business-development materials, maintain brand consistency, improve marketing workflows, and implement content planning tools. It requires 5+ years of relevant experience, strong writing and project-management skills, and proficiency with Microsoft 365.

Manage end-to-end onboarding for new clients and accounts, including paperwork, wealth management agreements, custodial forms, signatures, account setup, funding, ACATs, rollovers, and wires. Coordinate with clients and internal teams, resolve questions, verify information, and ensure timely, accurate completion of onboarding activities while maintaining confidentiality.

Manage end-to-end onboarding for new wealth management clients and accounts, including paperwork, custodial forms, signatures, asset transfers, ACATs, rollovers, wires, account setup, and funding. Coordinate with clients, client service specialists, custodians, and internal teams to resolve questions and complete onboarding accurately and on time. The role requires strong organization, client service, confidentiality, and financial operations experience.

Oversee end-to-end onboarding for new clients and accounts, including account setup, paperwork, signatures, funding, ACATs, rollovers, and wires. Coordinate with clients and internal teams, resolve questions, maintain accurate documentation, and ensure timely completion of onboarding activities while protecting confidential information.

Manage end-to-end onboarding for new wealth management clients and accounts, including paperwork, signatures, account setup, funding, ACATs, rollovers, and wires. Coordinate with clients and internal teams, resolve questions, gather information, and ensure accurate and timely completion of onboarding activities.

Supports wealth management and financial planning activities for high-net-worth clients. Responsibilities include preparing client presentation materials, analyzing financial information, researching planning topics, creating customized planning templates, managing documents, and assisting with firm initiatives. The role requires strong organization, communication, analytical skills, confidentiality, client service, and familiarity with financial planning, investments, insurance, estate planning, and taxes.

Prepares and reviews individual, trust, estate, gift, foundation, and business tax returns for high-net-worth clients. Responsibilities include tax research, analyzing client financial data, maintaining organized tax files, responding to federal and state notices, supporting tax planning, and staying current on tax legislation. The role requires strong accounting and tax knowledge, attention to detail, communication skills, and the ability to manage multiple deadlines in an onsite office environment.