Business Manager, Client Solutions

Corient; Florida; On-site; USD 161,000 - 200,000; Full time

Benefits offered by this job

401(k) match

Medical plan options

Dental, Vision & Life Insurance

Short/Long-term Disability

Parental Leave

FSA/HSA

Commuter benefits

Professional designations

Volunteer days

Job summary

Corient seeks an experienced professional to join our Client Solutions team in Florida. You will drive M&A due diligence, integration planning, and cross-functional execution, synthesizing complex materials into concise executive summaries for senior leaders.

You will coordinate with HR, Finance, Operations and Technology, develop integration roadmaps, and support growth initiatives with data-driven analyses and clear presentations.

Qualifications

• Bachelor's degree in Business, Finance, Economics or related field; MBA is a plus.
• 3–5 years of experience in management consulting, project management, M&A integration, due diligence, or related role.
• Experience in wealth management, investment advisory, trust services, or other professional services environments is strongly preferred.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Exceptional organizational and communication skills with experience creating executive-level presentations and summaries.
• Strong execution and ability to drive large cross-functional initiatives to completion.
• High attention to detail, problem-solving skills, and the ability to work under tight deadlines.
• High EQ and the ability to influence across multiple stakeholder groups.

Responsibilities

• Review diligence materials and synthesize information into concise summaries for senior leaders.
• Identify insights, risks, and deviations from standard offering and operating practices.
• Manage diligence requests, prepare briefing materials and questions, and capture decisions.
• Translate diligence findings into integration-ready plans including headcount and role mapping.
• Develop and track integration roadmaps, project plans, milestones and open items.
• Coordinate with HR, Finance, Operations, and Technology to support integration activities.

Skills

Excel

PowerPoint

Communication skills

Organizational skills

Leadership

EQ

Education

Bachelor's degree in Business, Finance, Economics

MBA (preferred)

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

M&A - Due Diligence and Integration planning & execution

• Review and analyze diligence materials, synthesizing large volumes of unstructured information into concise, structured summaries for senior leaders and cross-functional partners.
• Identify and document key insights, risks, and deviations from the firm’s standard offering, service models, and operating practices.
• Manage solution-specific diligence requests, prepare briefing materials and targeted questions, and capture decisions and follow-up items from diligence discussions.
• Translate diligence findings into integration-ready plans, including headcount and role mapping, client service alignment, and other solution-level operating model considerations.
• Develop and track integration roadmaps, project plans, milestones, and open items to support execution and accountability across supported solutions.
• Coordinate with Solution Leaders and cross-functional partners, including HR, Finance, Operations, and Technology, to support integration activities and provide clear updates to Client Solutions leadership.

Strategic Initiatives

• 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
• Prepare ad-hoc reports and presentation materials to support internal and client-facing needs
• Collaborate with internal teams to continuously improve methodologies and frameworks

Qualifications

• Bachelor's degree in Business, Finance, Accounting, Economics, or a related field; MBA is a plus.
• 3-5 years of experience in management consulting, project management, M&A integration, due diligence, or related role.
• Experience in wealth management, investment advisory, trust services, or other professional services environments is strongly preferred.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Exceptional organizational and communication skills, with experience creating executive-level presentations and summaries.
• Strong execution and follow-through, with the ability to drive large, cross-functional initiatives to completion.
• High attention to detail, strong problem-solving skills, and the ability to work under tight deadlines.
• High EQ and the ability to lead with influence across multiple stakeholder groups.

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 Florida or New York, depending on final position location. The pay range for this position is $160,500– $200,000 USD 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 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.