Director, Alternative Investments

Corient Services LLC; New York (NY); On-site; USD 154,000 - 209,000; Full time

Benefits offered by this job

401(k) Matching

Medical plans

Dental & Vision insurance

Disability insurance

Parental leave

FSAs

Commuter benefits

Corporate discounts

Training reimbursement

Paid professional designations

Volunteer days

Job summary

Corient Services LLC is seeking a senior professional to lead business development and client relationships in the alternatives space. The role focuses on educating advisors and clients on private equity, private credit, real assets, and hedge strategies, while expanding AUM across the U.S.

Qualified candidates bring 7–10 years in alternatives or wealth management, strong communication skills, and a proven track record in sales or business development.

Qualifications

• 7–10 years of experience in alternatives, wealth management, asset management, or a related field.
• Strong familiarity with major alternative asset classes and their role within client portfolios.
• Demonstrated ability to build and maintain relationships with both financial advisors and end clients.
• Proven track record in business development or sales within financial services.
• Exceptional communication and presentation skills, with the ability to simplify complex concepts for diverse audiences.

Responsibilities

• Partner with advisors and clients to drive adoption of alternative investment strategies through education, relationship development, and problem solving.
• Serve as a subject matter resource on a broad range of alternative asset classes, including private equity, private credit, real assets, hedge strategies, and other relevant categories.
• Develop and maintain deep relationships with advisors and clients across the U.S., acting as a trusted point of contact for alternatives-related needs.
• Lead business development efforts to grow alternatives AUM, including prospecting, presenting, and closing new opportunities.
• Collaborate closely with investment management, product, advisory, and operations teams to ensure a seamless and integrated client experience.
• Represent the firm at industry events, conferences, and client meetings
• Lead the development of educational materials, presentations, and thought leadership content related to alternative investments.

Skills

Relationship building

Business development

Communication skills

Travel willingness

Finance knowledge

Investor relations experience

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.

Responsibilities

• Partner with advisors and clients to drive adoption of alternative investment strategies through education, relationship development, and problem solving
• Serve as a subject matter resource on a broad range of alternative asset classes, including private equity, private credit, real assets, hedge strategies, and other relevant categories.
• Develop and maintain deep relationships with advisors and clients across the U.S., acting as a trusted point of contact for alternatives-related needs.
• Lead business development efforts to grow alternatives AUM, including prospecting, presenting, and closing new opportunities.
• Collaborate closely with investment management, product, advisory, and operations teams to ensure a seamless and integrated client experience.
• Represent the firm at industry events, conferences, and client meetings
• Lead the development of educational materials, presentations, and thought leadership content related to alternative investments.

Qualifications

• 7–10 years of experience in alternatives, wealth management, asset management, or a related field.
• Strong familiarity with major alternative asset classes and their role within client portfolios; direct investment management experience is not a requirement.
• Demonstrated ability to build and maintain relationships with both financial advisors and end clients.
• Proven track record in business development or sales within financial services.
• Exceptional communication and presentation skills, with the ability to simplify complex concepts for diverse audiences.
• High degree of professionalism, intellectual curiosity, and a collaborative, team-first approach.
• Willingness and ability to travel across key markets
• Background in finance, management consulting, or adjacent professional services.
• Experience in an investor relations, product specialist, or client-facing distribution role within an alternatives platform
• Relevant designations (CFA, CAIA, CFP or similar) are a plus but not required

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 New York. The pay range for this position is $154,000 - $209,000 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

• 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 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. At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.