Manager, Personal CFO

CI Financial; United States; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plans (4 options)

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

FSA/HSA programs

Dependent Care FSA

Commuter/Transit FSA

Perkspot discount program

Training reimbursement

Professional designations support

Volunteer days

Job summary

Corient is seeking a skilled client accounting professional to lead onboarding, oversee accounting, cash management, and payroll for high-net-worth client families and related entities. You will review reports, manage year-end processes, and coordinate with wealth managers, attorneys, and tax professionals to deliver precise, timely client service.

The role emphasizes collaboration, discretion, and professional client interactions, with an office-based schedule four days per week and a

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 5–8 years of relevant experience in multi-family office or similar.
• Strong knowledge of accounting, cash management, investment reporting, and financial operations.
• Familiarity with trusts, estates, foundations, and partnerships.

Responsibilities

• Lead onboarding for new client relationships and establish reporting, accounting, and operational processes.
• Oversee accounting, cash management, payroll, and financial administration for individuals and entities.
• Review financial reports, reconciliations, and year-end reporting for accuracy and client service.
• Support family office activities including gifting and charitable giving.
• Oversee bill pay, disbursements, and related controls.
• Review reconciliations, resolve exceptions, and provide reporting to clients and internal stakeholders.
• Serve as day-to-day contact for clients and coordinate with wealth managers, tax preparers, and attorneys.
• Prepare client-ready materials and participate in meetings for multiple relationships.
• Support tax, estate, and planning initiatives and ad hoc analyses.

Skills

Accounting

Finance

Cash management

Payroll

Financial reporting

Relationship mgmt

Client service

CPA preferred

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.

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, timeliness, and a high standard of client service.




• Support a range of family office activities, including gifting, charitable giving, and special financial projects.




• 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.




• 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.




• 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.

Qualifications

• 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.

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 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.