Project Manager, Client Ops & Strategy Lead

Corient Private Wealth LLC.; New York (NY); On-site; USD 160,000 - 200,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan

Employer paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Job summary

A leading wealth management firm in New York is seeking a Project Manager for Client Operations. This role involves driving organizational alignment, managing day-to-day project management, and developing high-quality deliverables. Candidates should have 5-7 years of experience in project management or business operations, a related degree, and proficiency in Microsoft Excel and PowerPoint. The position offers a salary range of $160,000-$200,000 and a supportive work environment.

Qualifications

• 5-7+ years of experience in strategy, consulting, PMO, or business operations.
• Exceptional organizational and communication skills.
• High EQ and the ability to lead with influence.

Responsibilities

• Drive organizational alignment by managing leadership operating cadences.
• Lead day-to-day project management across multiple workstreams.
• Develop and manage high-quality deliverables including presentations and reports.

Skills

Leadership

Project Management

Communication

Organizational Skills

Problem-solving

Financial Modeling

Education

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

MBA

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

A leading wealth management firm in New York is seeking a Project Manager for Client Operations. This role involves driving organizational alignment, managing day-to-day project management, and developing high-quality deliverables. Candidates should have 5-7 years of experience in project management or business operations, a related degree, and proficiency in Microsoft Excel and PowerPoint. The position offers a salary range of $160,000-$200,000 and a supportive work environment.