Wealth Client Success & Operations Lead

CI Financial; Boston (MA); On-site; USD 108,000 - 135,000; Full time

Benefits offered by this job

401(k) matching

Medical plans

Dental, Vision & Life Insurance

Disability insurance

Parental leave

Flexible Spending Accounts

Job summary

Corient is seeking a dynamic leader to optimize business processes across offices and drive efficiency. You will oversee a team, manage Salesforce-related initiatives, and support critical client/advisor operations while collaborating with partners and leaders to develop metrics and improvements.

The role requires 5–7 years of professional experience, 3–5 years of leadership, and travel to OH, IN, and Western PA. A Bachelor’s degree and strong communication are essential.

Qualifications

• Bachelor’s degree from an accredited institution
• 5–7 years of professional experience
• 3–5 years of experience managing teams
• Experience with Salesforce, DocuSign, Microsoft Suite, and portfolio accounting software (or ability to learn quickly)
• Strong communication, organization, and problem-solving skills
• A customer service mindset and a collaborative, team-first attitude
• Willingness to travel quarterly to OH, IN, and Western PA
• High level of professionalism, confidentiality, and attention to detail

Responsibilities

• Create and implement business processes to improve efficiency and consistency across offices
• Lead a team of 4 direct reports and provide dotted-line support to 15+ team members
• Respond quickly and effectively to client or advisor issues, ensuring timely resolution
• Generate and analyze business metrics using Salesforce to support decision-making
• Serve as the regional Salesforce administrator and trainer, helping teams use the platform effectively
• Manage business configurations and support special projects as needed
• Meet regularly with Advisors, Managing Partners, and Team Leads to understand needs and drive improvements

Skills

Leadership

Communication

Customer service

Problem solving

Education

Bachelor’s degree

Tools

Salesforce

DocuSign

Microsoft Suite

Portfolio accounting software

Job description

Corient is seeking a dynamic leader to optimize business processes across offices and drive efficiency. You will oversee a team, manage Salesforce-related initiatives, and support critical client/advisor operations while collaborating with partners and leaders to develop metrics and improvements.

The role requires 5–7 years of professional experience, 3–5 years of leadership, and travel to OH, IN, and Western PA. A Bachelor’s degree and strong communication are essential.