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The role involves developing and managing the business continuity and disaster recovery programs, conducting risk assessments, and ensuring compliance with security regulations.

Assist Wealth Advisor in providing exceptional client services and prepare financial plans and investment recommendations, while developing independence in client management.

The Senior Wealth Analyst prepares financial plans, investment reports, and coordinates with Wealth Advisors while gaining knowledge in wealth management.

The Associate Wealth Advisor supports Wealth Advisors in client services, prepares financial plans, manages client follow-up, and mentors others, progressing towards independent client relationship management.

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

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.

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.