Responsibilities- Collaborate with lead advisors to manage the client service experience, oversee task lists and deliverables, and liaise with service teams and external providers.
- Prepare tailored financial reports and analyses for clients, creating presentation materials to effectively communicate recommendations.
- Participate in pre-meeting preparations, document discussions during meetings, and follow up on action items.
- Provide exceptional value-added service, advice, and deliverables to assigned client families.
- Offer strategic consulting advice, set goals, and provide comprehensive financial planning support.
- Manage the client service experience and team, coordinate tasks, review deliverables, and spearhead special projects.
- Leverages Corient resources and solutions.
- Capable of sourcing and closing business independently.
Qualifications & Requirements- Bachelor's degree in Finance, Economics, or a related field.
- Proven experience in Wealth Management or similar role.
- CFP, CFA, CPA, JD, or MBA required.
- Proficiency in financial analysis tools, advanced Excel skills, and excellent communication abilities.
- Strong analytical mindset, attention to detail, and problem-solving abilities.
- Collaborative team player with a proactive approach to work.
- Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.
Competencies- Strong analytical and problem-solving skills
- Communicate effectively, both orally and in writing
- High emotional intelligence and situational awareness
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.
