Business Manager, Client Solutions

Corient Services LLC; Miami (FL); On-site; USD 160,500 - 200,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan options

Employer paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Volunteer days

Job summary

Corient Services LLC, located in Miami, FL, is looking for a professional to lead M&A due diligence and integration efforts. The role demands strong analytical skills and the capability to synthesize information effectively, working with diverse stakeholders to ensure the successful delivery of strategic initiatives.

Ideal candidates will possess a bachelor's degree and 3-5 years of applicable experience in management consulting or project management, particularly within wealth management settings. Comprehensive benefits and a collaborative work culture await the ideal candidate.

Qualifications

• 3-5 years of experience in management consulting, project management, M&A integration, or due diligence.
• Experience in wealth management or investment advisory is strongly preferred.
• Exceptional organizational skills with executive-level presentation experience.

Responsibilities

• Lead M&A due diligence and integration planning.
• Analyze diligence materials and synthesize large volumes of information.
• Develop integration roadmaps and project plans.
• Collaborate with stakeholders to support integration activities.

Skills

Management consulting

Project management

M&A integration

Data analysis

Communication skills

Microsoft Excel

Microsoft PowerPoint

Education

Bachelor's degree in Business, Finance, Accounting, Economics, or related field

MBA

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

• Lead M&A due diligence and integration planning and 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, 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
• Support enterprise growth initiatives that contribute to enhancing Corient’s value proposition, identifying and developing 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

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. Pay is 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. It may require the ability to lift up to 15 pounds. The 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. Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement.

What You Can Expect from Us

• 401(k) Plan with Employer Matching
• Four Medical Plan options that are 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

Equal Opportunity Employer Statement

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.