Project Manager, Family Office

CI Financial; New York (NY); Presencial; USD 160.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Parental Leave

FSA/HSA

Commuter Transit Benefits

Employee Discount Program

Training Reimbursement

Descripción de la vacante

Corient, a leading wealth management firm, seeks a strategic PMO professional to drive organizational alignment and lead multi‑stream project management. You will develop high‑quality deliverables and partner with internal teams to translate needs into actionable plans.

You will design scalable processes and SOPs, support long‑term roadmaps, and contribute to strategic priority setting. This full‑time role is based in New York and requires onsite presence four days a week.

Formación

• Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field; MBA is a plus.
• 5-7+ years of experience in strategy, consulting, PMO, or business operations (financial services preferred).
• Advanced proficiency in Microsoft Excel and Power Point.
• Exceptional organizational and communication skills, with experience creating executive-level presentations.

Responsabilidades

• Drive organizational alignment by managing leadership operating cadences, setting agendas, tracking key deliverables, and ensuring cross‑functional accountability.
• Lead day-to-day project management across multiple workstreams (Human Capital, Real Estate, Client Operations/Concierge Services).
• Develop and manage high-quality deliverables including presentations, written communications, reports, proposals, and status updates, along with internal templates, checklists, and protocols.
• Partner with internal teams to understand stakeholder needs and translate them into structured project scopes, timelines, and deliverable frameworks.
• Maintain a repository of client deliverables, templates, reference materials, and documentation to support consistency and knowledge sharing.
• Design, document, and implement scalable processes and standard operating procedures that improve efficiency and cross‑team coordination.
• Support strategic planning activities, including the development of strategic priorities, business cases, resource planning, and long‑term roadmap.

Conocimientos

Strategic thinking

PMO experience

Project management

Executive presentations

Cross-functional alignment

Advanced Excel

PowerPoint

Communication skills

Educación

Bachelor's degree (Business/Finance/Economics)

MBA

Herramientas

Microsoft Excel

PowerPoint

Descripción del empleo

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

• Drive organizational alignment by managing leadership operating cadences, setting agendas, tracking key deliverables, and ensuring cross‑functional accountability
• Lead day‑to‑day project management across multiple workstreams (Human Capital, Real Estate, Client Operations/Concierge Services)
• Develop and manage high‑quality deliverables including presentations, written communications, reports, proposals, and status updates, along with internal templates, checklists, and protocols
• Partner with internal teams to understand stakeholder needs and translate them into structured project scopes, timelines, and deliverable frameworks
• Maintain a repository of client deliverables, templates, reference materials, and documentation to support consistency and knowledge sharing
• Design, document, and implement scalable processes and standard operating procedures that improve efficiency and cross‑team coordination
• Support strategic planning activities , including the development of strategic priorities, business cases, resource planning, and long‑term roadmap

Qualifications & Requirements

• Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field; MBA is a plus.
• 5-7+ years of experience in strategy, consulting, PMO, or business operations (financial services preferred).
• Advanced proficiency in Microsoft Excel and Power Point.
• Exceptional organizational and communication skills, with experience creating executive-level presentations.
• Strong execution and follow-through; viewed as a “driver” to successfully complete large initiatives.
• High attention to detail, problem-solving skills, and ability to manage multiple tasks and work under tight deadlines in a fast-paced environment.
• High EQ and the ability to lead with influence.
• Experience with professional service business models and financial modeling a plus.

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 $160,000-$200,000 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

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.

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.