Responsibilities:- Create and implement business processes to improve efficiency and consistency across offices
- Lead a team of 4 direct reports and provide dotted-line support to 15+ team members
- Respond quickly and effectively to client or advisor issues, ensuring timely resolution
- Generate and analyze business metrics using Salesforce to support decision-making
- Serve as the regional Salesforce administrator and trainer, helping teams use the platform effectively
- Manage business configurations and support special projects as needed
- Meet regularly with Advisors, Managing Partners, and Team Leads to understand needs and drive improvements
Qualifications & Requirements:- Bachelor's degree from an accredited institution
- 5-7 years of professional experience
- 3-5 years of experience managing teams
- Experience with Salesforce, DocuSign, Microsoft Suite, and portfolio accounting software (or ability to learn quickly)
- Strong communication, organization, and problem-solving skills
- A customer service mindset and a collaborative, team-first attitude
- Willingness to travel quarterly to OH, IN, and Western PA
- High level of professionalism, confidentiality, and attention to detail
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 InformationThis position is exempt and is paid according to the laws of the State of Massachusetts. The pay range for this position is $108,000 - 135,000 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.
- Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
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
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.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
