Business Manager, Strategy

CI Financial Corp.New York, NY, US

4 days ago

Job type

Permanent

Job description

Description

Location : New York, NY

Corient is a fast-growing, national wealth management firm with a mission to deliver exceptional client experiences through innovation, collaboration, and strategic growth. As we expand our global footprint across 12 countries, we are seeking a dynamic Business Manager, Strategy to drive key integration initiatives and enterprise strategies.

Role Overview

The Business Manager, Strategy will play a pivotal role in supporting Corient’s global integration and broader strategic priorities. Partnering closely with senior executives and cross-functional leaders, this individual will manage high-impact projects, provide data-driven insights, and ensure seamless execution of complex initiatives. This role offers exposure to C-suite decision-making and the opportunity to shape the future of a growing global organization.

Key Responsibilities

Global Integration : Support and coordinate strategic integration across 12 countries, ensuring alignment of operations, processes, and culture.
Strategic Planning : Partner with business leaders to design and implement enterprise-wide strategies that drive growth, efficiency, and innovation.
Stakeholder Management : Engage and influence key stakeholders across regions and functions, ensuring clear communication and alignment on goals and deliverables.
Financial Modeling & Analysis : Develop robust models and business cases to evaluate initiatives, measure impact, and inform executive decisions.
Executive Presentations : Create high-quality PowerPoint decks and strategic materials for the CEO, executive team, and board, translating complex ideas into clear, compelling narratives.
Project Management : Track project milestones, identify risks, and drive accountability to deliver results on time and within scope.

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.

Qualifications

Education : Bachelor’s degree in Business, Finance, Economics, or related field; MBA or advanced degree a plus.

Experience : 2+ years of experience in top management consulting, investment banking, corporate strategy, or a related field.

Exceptional conceptual problem-solving skills with strong attention to details

Aptitude to work with quantitative and qualitative data and drive outputs (powerpoint, modeling, analytical and presentation-building proficiency)

Excellent verbal and written communication skills with strong attention to details

Ability to multi-task, prioritize, and work both independently and within teams

Ability to thrive in a fast-paced, evolving environment and collaborate in an entrepreneurial environment

Excellent work ethnic

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $120,000 – $160,000 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.

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.

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

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

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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