Manager, Personal CFO

CI Financial; Atlanta (GA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical, Dental, Vision & Life

Disability Insurance

Paid Maternity & Parental Leave

Commuter Benefits

Training Reimbursement

Job summary

Corient seeks an experienced finance professional to lead client financial management, onboarding, and reporting for high-net-worth families. You will oversee accounting, cash management, payroll, and related financial operations for diverse entities, ensuring accuracy and superior client service.

The role requires 5–8 years of relevant experience, familiarity with trusts and estates, and a CPA or equivalent background.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 5–8 years of relevant experience, ideally in a multi-family office, family office, or related professional services environment.
• Strong knowledge of accounting, cash management, investment reporting, and financial operations across complex entity structures.
• Familiarity with trusts, estates, foundations, and partnerships, including related tax and reporting considerations.
• CPA or prior public accounting experience preferred.
• Role is expected to be in the office four days per week.

Responsibilities

• Lead onboarding for new client relationships and establish reporting, accounting, and operational processes.
• Oversee accounting, cash management, payroll, and financial administration for individuals, trusts, partnerships, foundations, and related entities.
• Review financial reports, reconciliations, and year-end reporting to ensure accuracy and high client service.
• Support family office activities including gifting, charitable giving, and special financial projects.
• Coordinate with wealth managers, tax preparers, attorneys, and other advisors.

Skills

Accounting

Cash management

Investment reporting

Client relations

Education

Bachelor’s degree in Accounting/Finance

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.

What You’ll Do

• Client Financial Management
• Lead onboarding for new client relationships and establish reporting, accounting, and operational processes.
• Oversee accounting, cash management, payroll, and financial administration for individuals, trusts, partnerships, foundations, and related entities.
• Review financial reports, reconciliations, and year-end reporting to ensure accuracy, timeliness, and a high standard of client service.
• Support a range of family office activities, including gifting, charitable giving, and special financial projects.
• Bill Pay and Cash Operations
• Oversee bill pay, disbursements, and related controls to ensure accurate and timely processing.
• Review reconciliations, resolve exceptions, and provide reporting to clients and internal stakeholders.
• Client and Advisor Partnership
• Serve as a trusted day-to-day contact for clients and coordinate seamlessly with wealth managers, tax preparers, attorneys, and other advisors.
• Prepare client-ready materials, participate in meetings, and respond thoughtfully to requests across multiple relationships.
• Support to tax, estate, and planning-related initiatives while supporting ad hoc analyses and special projects.
• Team Leadership
• Coach and develop team members while helping drive quality, consistency, and timely execution across deliverables.
• Support a collaborative, service-oriented culture grounded in accountability, discretion, and operational excellence.

What You Bring

• Bachelor’s degree in Accounting, Finance, or a related field.
• 5–8 years of relevant experience, ideally within a multi-family office, family office, or related professional services environment.
• Strong knowledge of accounting, cash management, investment reporting, and financial operations across complex entity structures.
• Familiarity with trusts, estates, foundations, and partnerships, including related tax and reporting considerations.
• Excellent communication, project management, and relationship management skills.
• A high level of professionalism, discretion, and commitment to exceptional client service.
• CPA or prior public accounting experience preferred.
• This role is expected to be in the office four days per week.

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.

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.