Project Manager, Strategy & Operations

Corient Services LLC; United States; On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Employer paid Medical Plans

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Commuter & Transit FSA

Training Reimbursement

Volunteer days

Job summary

Corient is seeking a driven professional to join our Institutional Relationships team. You will support end-to-end delivery of strategic and operational projects, develop project plans, timelines, milestones, and stakeholder communications.

This role partners with leadership on business planning, performance tracking, and reporting packages. You will build dashboards and executive materials, monitor KPIs, and highlight risks and opportunities.

Qualifications

• Experience in wealth management, consulting, or similar strategy and operations environment.
• Strong analytical and quantitative skills; comfortable with data in a wealth-management context.
• Ability to manage multiple projects with precision, structure, and follow-through.
• Excellent communication skills for senior audiences.

Responsibilities

• Support end-to-end delivery of strategic and operational projects.
• Develop and maintain project plans, timelines, milestones, and stakeholder communications.
• Coordinate cross‑functional efforts to keep projects on track and achieve objectives.
• Translate leadership priorities into structured workstreams, actionable tasks, and measurable outcomes.
• Identify and proactively manage risks and dependencies.

Skills

Project Management

Strategic Planning

Stakeholder Communication

Data Analysis

Cross‑Functional Collaboration

Tools

Executive Dashboards

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

Project Management & Execution

Support end‑to‑end delivery of strategic and operational projects for the Institutional Relationships team. Develop and maintain project plans, timelines, milestones, and stakeholder communications. Coordinate cross‑functional efforts to keep projects on track and achieve objectives. Translate leadership priorities into structured workstreams, actionable tasks, and measurable outcomes. Identify and proactively manage risks and dependencies.

Business Management

Partner with Institutional Relationships leadership to support business planning, track performance, and strengthen operational management. Prepare executive presentations, reporting packages, dashboards, and meeting materials. Track progress against strategic priorities and key performance indicators, highlighting trends, risks, and areas requiring attention. Provide visibility into initiative status, key decisions, and areas requiring leadership attention.

Strategy & Operations

Partner with leadership on initiatives that enhance operational efficiency and client experience. Conduct research, benchmarking, and structured analysis to inform strategic recommendations. Support change‑management efforts across teams and functions.

Data Analysis & Insights

Partner with the data and reporting team to deliver key data‑related outputs for custodian relationships. Build models, reports, and visualizations that support business understanding and operational decision‑making. Collaborate with data, operations, and technology teams to ensure accuracy, consistency, and disciplined data practices.

What You Bring

Experience in wealth management, consulting, or a similar strategy and operations environment.

• Strong analytical and quantitative skills, with comfort working with data in a wealth‑management context.
• Ability to manage multiple projects simultaneously with precision, structure, and follow‑through.
• Excellent communication skills and the ability to distill complex information for senior audiences.
• A proactive, resourceful, execution‑focused mindset.
• Comfort operating in a fast‑moving, evolving, and sometimes ambiguous environment.

Pay Information

This position is exempt and is paid according to the laws of the State of Illinois, New York, Massachusetts, or Texas depending on final position location. The pay range for this position is $90,000-$115,000 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

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.