Responsibilities

• Lead and oversee a team of Client Service Associates, fostering a culture of collaboration, accountability, and continuous improvement.
• Partner across clients, advisors, and other internal teams and 3rd parties to oversee all operational and administrative activities required to support client relationships.
• Monitor the status, progress, and quality of all client-related activities to ensure consistent execution, operational excellence, and client satisfaction.
• Ensurequality, timeliness, and consistency of teams work, andmaintainaccountability for teams output.
• Manage workload distribution, set priorities, and monitor performance metrics for team members.
• Lead team-level process improvements by implementing changes that enhance consistency, efficiency, and overall service delivery.
• Coach and develop junior team members by providing structured guidance, ongoing feedback, and targeted training.
• Operate within any applicable client systems (e.g., Salesforce, Addepar, etc.), ensuring all client data is complete, accurate, and up to date.
• Ensure ongoing adherence to firm policies, procedures, and compliance standards, as well as any applicable legal and regulatory guidelines.
• Proactively seek out and pursue opportunities to drive improved client and business outcomes, in partnership with firm leadership.

Qualifications & Requirements

• A bachelors degree
• Minimum5years of experience in financial services, with at least3yearsina leadershipor supervisory capacity.
• Proven ability to lead,develop,and inspirehigh-performingteams.
• Strong strategic thinkingand decision-makingskills,with the ability tomanage escalationsanddrive effective outcomes.
• Demonstrated success inleadingchange management initiatives and driving organizational transformation.
• Highly collaborative,with theability topartner effectively across cross-functional teams.
• Exceptional communication(both verbal and written)and interpersonal skills.
• Advancedproficiencyin CRM systems (Salesforce preferred) and Microsoft Office Suite, and a (high level of competency in Excel)
• Strong decision making-skills and ability to handle escalated client issues effectively.
• Demonstrated ability to manage and develop high-performing teams.
• Excellent team player
• Demonstratesa strong work ethicwithconsistent ability totakefull ownershipofprojects and carryingthrough tocompletion.
• Excellent analytical and organizational skills, with keen attention to detail infast-paced, multi-tasking environments.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Pay Information

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $94,000-$130,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

• This position may require the ability to lift up to 15 pounds.

• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.

• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 401(k) Plan with Employer Matching

• Four Medical Plan options that is generously subsidized by Corient

• Employer paid Dental, Vision & Life and AD&D Insurance

• Employer paid Short-term & Long-term Disability

• Paid Maternity & Parental Leave

• Flexible Spending Accounts& Health Savings Accounts

• Dependent Care FSA

• Commuter & Transit FSA

• Corporate Discount Program - Perkspot

• Training Reimbursement

• Paid Professional Designations

• Giving back to the community - Volunteer days