Job Description

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

Halo ITSM Administration

• Administer, configure, andoptimizethe Halo ITSM platform to support service management operations.

• Manage ticketing workflows, automations, queues, service catalogs, forms, and notifications.

• Maintain system configuration, permissions, integrations, and platform upgrades.

• Partner with IT teams to continuously improve service delivery processes and platformutilization.

CMDB Development & Governance

• Design, build, andmaintainthe Configuration Management Database (CMDB) within Halo ITSM.

• Define configuration item (CI) classes, attributes, and relationships across infrastructure, applications, and end user devices.

• Establish governance standards to ensure data integrity, accuracy, and lifecycle management of configuration data.

• Integrate asset inventory, endpoint management platforms, and discovery tools to populate and maintain CMDB data.

• Work with infrastructure, cloud, and security teams tomaintainaccurateconfiguration relationships.

Hardware Asset Management

• Develop and manage the hardware asset lifecycle from procurement to retirement.

• Maintainaccuratetracking of laptops, desktops, monitors, mobile devices, peripherals, and other IT equipment.

• Ensure alignment between asset inventory and CMDB records.

• Establish asset management processes including procurement intake, asset tagging, deployment, reassignment, auditing, and disposal.

• Conduct periodic asset audits and reconciliation with procurement and finance records.

Dashboards, Reporting & Analytics

• Design andmaintainoperational dashboards within Halo ITSM to provide real-time visibility into service desk performance, ticket volumes, SLA compliance, and asset inventory.

• Build reporting for key IT operational metrics including:

• Incident and request trends

• SLA performance

• Ticket backlog and resolution times

• Asset lifecycle status

• CMDB health and completeness

• Develop executive-level reporting and dashboards to support IT leadership and operational decision-making.

• Identifytrends and insights from ITSM data to recommendprocessimprovements and efficiency gains.

• Partner with IT leadership to define KPIs and service performance metrics.

Process Improvement & Integration

• Align asset and configuration management processes with Incident, Problem, Change, and Request Management workflows.

• Identifyopportunities to automate workflows and reduce manual processes.

• Develop andmaintainprocess documentation and standard operating procedures.

• Support integration of Halo ITSM with other IT systems such as endpoint management, identity platforms, and procurement systems.

Required Qualifications:

• 3–6+ years of experience administering an ITSM platform (Halo ITSM preferred).

• Hands-on experience building ormaintaininga CMDB and IT asset management program.

• Experience creating operational dashboards, reporting, and analytics within ITSM or BI tools.

• Strong understanding of ITIL-based service management practices.

• Experience managing hardware asset lifecycle processes.

• Strong analytical, reporting, and documentation skills.

• Ability to translate operational data into actionable insights.

Preferred Qualifications:

• Direct experience administering Halo ITSM.

• Experience integrating discovery tools, endpoint management systems, or inventory platforms.

• Familiarity with Microsoft Intune, SCCM, or other endpoint management platforms.

• Experience developing IT operations dashboards and executive reporting.

• ITIL Foundation or similarServiceManagement certification.

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

• 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 have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. 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.

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.