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Associate Wealth Advisors support the Wealth Advisor in providing financial advice to high-net worth clients, preparing wealth plans, and managing client relationships. Responsibilities include preparing financial recommendations, assisting with client meetings, and mentoring junior staff.

The Cybersecurity Operations Associate is responsible for security tooling operation, incident response, vulnerability management, and automation through scripting, focusing on enhancing security measures.

Manage the Data Science and Analytics team, develop data solutions, ensure data quality, and provide analytics support for business decision making.

The Senior Wealth Analyst prepares financial plans, investment reports, and tax analyses while supporting client meetings and coordinating service execution.

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.