
Join a team that values your ambition and empowers your growth
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.
Key Responsibilities
Operational Administration of Institutional Relationships:
Serve as firm security administrator for custodian access/security structures, including setting up, granting,monitoring, and withdrawing permissions as needed.
Support the setup, maintenance, and oversight of operational structures with institutional partners such as custodians and brokers.
Adhere to processes and policies around access and security administration for custodians and other key partners.
Field requests from internal stakeholders, escalating as necessary, and bringing items to resolution.
Support institutional transitions and integrations during significant organizational events.
Project Execution:
Execute key strategic project elements focused onoptimizinginstitutional relationships and improving operationalefficiencies
Collaborate with teams to streamline internal processes.
Reporting & Compliance:
Assistin the delivery and organization of datarequiredto meet compliance and regulatory obligations.
Reconcile data to support institutional relationship goals andobjectives
Stakeholder Communication:
Serve as a key point of contact to ensure seamless communication and task execution.
Ensure that all projects and tasks are communicated effectively, with detailed follow-through on action items.
Skills & Qualifications
Project Coordination: Proven ability to execute according to defined project plans and deadlines.
Detail-Oriented: Highly organized, with a strong attention to detail and a commitment to ensuring quality and accuracy in all aspects of work.
Data Analysis: Solid data analysis skills and experience with Excel, with the ability to interpret andleveragedata, including creating formulas, using Pivot tables, and cleaning and organizing data.
Custodian Experience: Deep experience working with custodians is preferred, particularly in the context ofpermissioning, access management, and operational transitions.
Communication: Excellent communication and interpersonal skills, with the ability to foster positive relationships across various levels of the organization and external partners.
Follow-Through: A high degree of follow-through and accountability for the successful execution of day-to-day responsibilities and strategic projects.
Preferred Experience
Experience with institutional coordination in financial services, particularly with custodians and brokers.
Familiarity with regulatory and compliance frameworks related to institutional relationships, particularly in the context of custodial access and security structures.
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.Additionalduties and responsibilities may be assigned with or without notice.
Pay Information
This position is exemptand is paid according to the laws of the State of the final position location. The pay range for this position is$60,475-$110,400 U SD 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
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 the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
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.
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.

Corient is the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing lasting legacies.
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