Responsibilities - Partner with advisors and clients to drive adoption of alternative investment strategies through education, relationship development, and problem solving
- Serve as a subject matter resource on a broad range of alternative asset classes, including private equity, private credit, real assets, hedge strategies, and other relevant categories.
- Develop and maintain deep relationships with advisors and clients across the U.S., acting as a trusted point of contact for alternatives-related needs.
- Lead business development efforts to grow alternatives AUM, including prospecting, presenting, and closing new opportunities.
- Collaborate closely with investment management, product, advisory, and operations teams to ensure a seamless and integrated client experience.
- Represent the firm at industry events, conferences, and client meetings
- Lead the development of educational materials, presentations, and thought leadership content related to alternative investments.
Qualifications - 7-10 years of experience in alternatives, wealth management, asset management, or a related field.
- Strong familiarity with major alternative asset classes and their role within client portfolios; direct investment management experience is not a requirement.
- Demonstrated ability to build and maintain relationships with both financial advisors and end clients.
- Proven track record in business development or sales within financial services.
- Exceptional communication and presentation skills, with the ability to simplify complex concepts for diverse audiences.
- High degree of professionalism, intellectual curiosity, and a collaborative, team-first approach.
- Willingness and ability to travel across key markets
- Background in finance, management consulting, or adjacent professional services.
- Experience in an investor relations, product specialist, or client-facing distribution role within an alternatives platform
- Relevant designations (CFA, CAIA, CFP or similar) are a plus but not required
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 $154,000 - $209,000 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
