Senior Client Program Manager - Strategy & Operations

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

Job summary

Corient is seeking a hands-on execution professional to support client-facing deliverables and leadership operations. You will partner with multiple teams to translate client needs into actionable plans, ensuring timely, aligned results.

The role reports to an Associate Partner within the Family Office Services team and requires strong Excel/PowerPoint skills, a track record of delivering large initiatives, and experience in financial services. This is an on-site NY-based opportunity.

Qualifications

• 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; ability to lead large initiatives to completion.

Responsibilities

• Drive organizational alignment by managing leadership operating cadences, agendas, deliverables, and cross-functional accountability.
• Develop and manage high-quality deliverables, including presentations, reports, proposals, and status updates; create templates and protocols.
• Partner with internal teams to translate stakeholder needs into structured project scopes, timelines, and deliverable frameworks.
• Maintain a repository of client deliverables, templates, and documentation to support consistency.
• Design, document, and implement scalable processes and SOPs that improve efficiency and cross-team coordination.
• Support strategic planning activities, including development of priorities, business cases, resource planning, and long-term roadmap.

Skills

Executive presentations

Cross-functional collaboration

Education

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

MBA

Tools

Microsoft Excel

PowerPoint

Job description

Corient is seeking a hands-on execution professional to support client-facing deliverables and leadership operations. You will partner with multiple teams to translate client needs into actionable plans, ensuring timely, aligned results.

The role reports to an Associate Partner within the Family Office Services team and requires strong Excel/PowerPoint skills, a track record of delivering large initiatives, and experience in financial services. This is an on-site NY-based opportunity.