Institutional Relationships Specialist II

About the Role

Join a team that values your ambition and empowers your growth. At Corient, we help high- and ultra-high-net-worth individuals and families enjoy a full life while preserving their wealth for future generations and providing for the people, causes, and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.

Responsibilities

• Operational Administration of Institutional Relationships: Serve as firm security administrator for custodian access/security structures, including setting up, granting, monitoring, and withdrawing permissions as needed. Support the setup, maintenance, and oversight of operational structures with institutional partners such as custodians and brokers. Adhere to processes and policies around access and security administration for custodians and other key partners. Field requests from internal stakeholders, escalating as necessary, and bringing items to resolution. Support institutional transitions and integrations during significant organizational events.
• Project Execution: Execute key strategic project elements focused on optimizing institutional relationships and improving operational efficiencies. Collaborate with teams to streamline internal processes.
• Reporting & Compliance: Assist in the delivery and organization of data required to meet compliance and regulatory obligations. Reconcile data to support institutional relationship goals and objectives.
• Stakeholder Communication: Serve as a key point of contact to ensure seamless communication and task execution. Ensure that all projects and tasks are communicated effectively, with detailed follow-through on action items.

Qualifications

• Project Coordination: Proven ability to execute according to defined project plans and deadlines.
• Detail-Oriented: Highly organized, with a strong attention to detail and a commitment to ensuring quality and accuracy in all aspects of work.
• Data Analysis: Solid data analysis skills and experience with Excel, with the ability to interpret and leverage data, including creating formulas, using Pivot tables, and cleaning and organizing data.
• Custodian Experience: Deep experience working with custodians is preferred, particularly in the context of permissioning, access management, and operational transitions.
• Communication: Excellent communication and interpersonal skills, with the ability to foster positive relationships across various levels of the organization and external partners.
• Follow-Through: A high degree of follow-through and accountability for the successful execution of day-to-day responsibilities and strategic projects.

Preferred Experience

• Experience with institutional coordination in financial services, particularly with custodians and brokers.
• Familiarity with regulatory and compliance frameworks related to institutional relationships, particularly in the context of custodial access and security structures.

Pay

This position is exempt and is paid according to the laws of the State of the final position location. The pay range for this position is $60,475-$110,400 USD per year. Salary offers are determined based on final candidate qualifications and experience.

Schedule

This position is required to work onsite 4 days per week.

Benefits

• 401(k) Plan with Employer Matching
• Four generously subsidized Medical Plan options
• 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
• Volunteer days for community giving

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. The ability to lift up to 15 pounds may be required. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. Corient hires U.S. citizens or permanent residents. Exceptions may be determined based on shortage of qualified candidates with a particular skill.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which includes post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.