What You’ll Do
Project Management & Execution
- Support end‑to‑end delivery of strategic and operational projects for the Institutional Relationships team.
- Develop and maintain project plans, timelines, milestones, and stakeholder communications.
- Coordinate cross-functional efforts to keep projects on track and achieve objectives.
- Translate leadership priorities into structured workstreams, actionable tasks, and measurable outcomes.
- Identify and proactively manage risks and dependencies.
Business Management
- Partner with Institutional Relationships leadership to support business planning, track performance, and strengthen operational management.
- Prepare executive presentations, reporting packages, dashboards, and meeting materials.
- Track progress against strategic priorities and key performance indicators, highlighting trends, risks, and areas requiring attention.
- Provide visibility into initiative status, key decisions, and areas requiring leadership attention.
Strategy & Operations Support
- Partner with leadership on initiatives that enhance operational efficiency and client experience.
- Conduct research, benchmarking, and structured analysis to inform strategic recommendations.
- Support change‑management efforts across teams and functions.
Data Analysis & Insights
- Partner with the data and reporting team to deliver key data‑related outputs for custodian relationships.
- Build models, reports, and visualizations that support business understanding and operational decision‑making.
- Collaborate with data, operations, and technology teams to ensure accuracy, consistency, and disciplined data practices.
What You Bring
- Experience in wealth management, consulting, or a similar strategy and operations environment.
- Strong analytical and quantitative skills, with comfort working with data in a wealth‑management context.
- Ability to manage multiple projects simultaneously with precision, structure, and follow‑through.
- Excellent communication skills and the ability to distill complex information for senior audiences.
- A proactive, resourceful, execution‑focused mindset.
- Comfort operating in a fast‑moving, evolving, and sometimes ambiguous environment.
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.
This position is exempt and is paid according to the laws of the State ofWashington.The pay range for this position is$90,000-$115,000USD peryear.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
