Wealth Strategy & Projects Lead

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

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.