Flexible Spending Accounts & Health Savings Accounts provided.
Dependent Care, Commuter & Transit FSAs offered.
Corporate Discount Program available.
Training reimbursement for further education.
Support for obtaining professional designations.
Volunteer days for community engagement.
Full Job Description
Responsibilities
Serve as primary advisor and relationship manager on key client relationships providing wealth management and investment advice to ultra-high net worth and high net worth clients.
Lead client meetings, ensuring a high level of service and proactive communication by managing all aspects of the client relationship experience with both internal and external teams.
Coordinate and lead the delivery of Corient's full spectrum of client solutions-including investment management, financial planning, tax strategy, family office services, wealth transfer, and trustee support-to ensure a seamless and holistic client experience.
Through a robust discovery process, identify and prioritize key client investment and wealth planning needs and objectives. With the client's input, determine short and long-term deliverables and develop a plan to accomplish them.
Contribute to business development efforts by cultivating client referral sources, building centers of influence and participating in thought leadership.
Mentor and support Associate Wealth Advisors and Associate Wealth Planners.
Stay current on finance markets, tax laws, and planning strategies to provide informed advice.
Qualifications & Requirements
Bachelor's degree in Finance, Economics, or a related field; advanced degree or MBA preferred.
8+ years of proven experience in Wealth Management or similar role; experience with high net worth and ultra-high net worth clients required.
CFP, CFA, CPA, JD, or MBA required.
Proven track record of managing client relationships and delivering comprehensive advice.
Strong growth mindset with a focus on winning and retaining clients.
Excellent interpersonal, communication, and presentation skills.
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
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 Jersey. The pay range for this position is $125,000 - $150,000 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.
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
About CI Financial
CI Financial is a diversified wealth management firm and one of the largest investment companies in Canada. The company offers a wide range of investment products and services, including mutual funds, ETFs, segregated funds, and alternative investments. CI Financial serves individual investors, financial advisors, and institutional clients across Canada and around the world. The company was founded in 1965 and is headquartered in Toronto, Canada.
