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The Wealth Advisor at Corient is responsible for managing client relationships, preparing financial analyses, providing strategic consulting, and overseeing deliverables while ensuring compliance and service excellence.

The Wealth Advisor will develop client relationships, generate new business, and deliver comprehensive wealth solutions. Responsibilities include client acquisition, managing portfolios, and providing strategic planning services.

Provide administrative support to the General Counsel and the legal department: manage inbox triage, coordinate signatures, support KYC/diligence, maintain records and systems, assist with contract/matter management and invoice processing, coordinate communications, and handle ad hoc projects to keep legal operations running smoothly.

Serve as the firms subject matter expert on advanced wealth planning for HNW/UHNW clients ($10M+), lead tax, estate, trust, philanthropic, succession, and concentrated stock planning; partner with advisors, mentor planners, support business development, and contribute to firm thought leadership and strategic direction.

Prepare and review tax returns and work papers for high-net-worth individuals, fiduciaries, nonprofits and entities; research complex tax issues; support income tax planning; respond to client requests; use compliance technology; collaborate within a small family-office team and maintain continuing education.

Summer internship supporting portfolio management and manager research: evaluate and monitor investment managers, analyze model portfolios, conduct market research, produce research materials, and collaborate with portfolio and alternatives teams to support investment decisions and client service.

Support investment research and portfolio construction by analyzing securities, monitoring holdings, building model portfolios, performing financial modeling and due diligence, preparing investment memorandums, and communicating recommendations to advisors and clients. Learn and use market data systems and work on special projects to improve the investment platform while delivering best-in-class client service.

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.

Lead procurement cost-optimization and vendor rationalization initiatives by analyzing spend, contracts, and market trends. Support supplier strategies and high-value negotiations, build executive reporting and business cases, drive projects from concept to implementation, and track realized savings and operational improvements while advising business leaders cross-functionally.

Prepare and distribute client billing statements, coordinate fee debits and rebates, manage aged receivables, maintain billing data in portfolio systems, update client billing information, and provide periodic revenue reporting to leadership.