Strategic Project Manager - Wealth & Operations

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

Benefits offered by this job

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

Job summary

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.

Qualifications

• 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.

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.

Skills

Strategic thinking

PMO experience

Project management

Executive presentations

Cross-functional alignment

Advanced Excel

PowerPoint

Communication skills

Education

Bachelor's degree (Business/Finance/Economics)

MBA

Tools

Microsoft Excel

PowerPoint

Job description

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.