Client Solutions Biz Manager - M&A & Growth Lead

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

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Paid Maternity & Parental Leave

Training Reimbursement

Corporate Discount Program

Job summary

Corient Private Wealth LLC. is seeking a Business Manager for Client Solutions in Miami, Florida. The role involves managing M&A integration, supporting strategic initiatives, and collaborating with various teams to enhance client solutions.

Ideal candidates will have a degree in a related field and several years of relevant experience, particularly in wealth management. The position requires strong skills in project management, data analysis, and communication.

Competitive salary and benefits include health insurance, 401(k) matching, and flexible spending accounts.

Qualifications

• 3-5 years of experience in management consulting or project management.
• Experience in wealth management is strongly preferred.
• Ability to synthesize large volumes of information.

Responsibilities

• Manage due diligence processes and prepare integration plans.
• Support enterprise growth initiatives and strategic recommendations.
• Collaborate with internal teams to execute strategic projects.

Skills

Business management

Project management

M&A integration

Data analysis

Communication

Education

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

MBA

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Corient Private Wealth LLC. is seeking a Business Manager for Client Solutions in Miami, Florida. The role involves managing M&A integration, supporting strategic initiatives, and collaborating with various teams to enhance client solutions.

Ideal candidates will have a degree in a related field and several years of relevant experience, particularly in wealth management. The position requires strong skills in project management, data analysis, and communication.

Competitive salary and benefits include health insurance, 401(k) matching, and flexible spending accounts.