Project Manager, Family Office

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

Qualifications & Requirements

• 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.
• Strong execution and follow-through; viewed as a “driver” to successfully complete large initiatives.
• High attention to detail, problem-solving skills, and ability to manage multiple tasks and work under tight deadlines in a fast-paced environment.
• High EQ and the ability to lead with influence.
• Experience with professional service business models and financial modeling a plus.

Pay

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $160,000-$200,000 per year.

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. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.