Associate, Client Solutions

Description

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities :

Support enterprise growth initiatives that contribute to the enhancement of Corient's value proposition, helping to identify and develop new revenue opportunities

Assist in developing strategic recommendations, through data analysis and / or presentations, on issues including client experience, go-to-market strategy, operations, and digital transformation

Translate the strategic and growth vision of the broad Client Solutions team into structured and actionable next steps in a workstream

Collaborate with internal stakeholders to ensure smooth coordination and delivery of strategic projects, growth initiatives, and client-centric solutions

Manage multiple tasks and shifting priorities effectively in a fast-paced, dynamic environment

Support the Client Solutions leadership in business operations, including budgeting, preparation for key meetings, and organizational development

Associate, Client Solutions

Prepare ad-hoc reports and presentation materials to support internal and client-facing needs

Collaborate with internal teams to continuously improve methodologies and frameworks

Education, Skills, and Experience Requirements :

Bachelor's degree in Business, Finance, Economics, or related field (MBA or advanced degree a plus)

2-3 years of professional experience in management consulting, investment management, or product management

Exposure to the wealth management or financial services industry preferred

Familiarity with wealth management trends, products, client segments, and investment vehicles

Strong problem-solving skills, including quantitative and qualitative analytical skills

Excellent written and verbal communication skills

Proficiency in Excel, PowerPoint, and data visualization tools (e.g., Tableau or Power BI)

Ability to work independently and in teams, with a high degree of initiative 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.

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

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 :

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

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