Project Manager, Strategy & Operations

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

About the role

We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities

• Support end-to-end delivery of strategic and operational projects for the Institutional Relationships team.
• 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.
• Partner with Institutional Relationships leadership to support business planning, track performance, and strengthen operational management.
• Prepare executive presentations, reporting packages, dashboards, and meeting materials.
• Track progress against strategic priorities and key performance indicators, highlighting trends, risks, and areas requiring attention.
• Provide visibility into initiative status, key decisions, and areas requiring leadership attention.
• Support leadership on initiatives that enhance operational efficiency and client experience.
• Conduct research, benchmarking, and structured analysis to inform strategic recommendations.
• Support change-management efforts across teams and functions.
• Partner with the data and reporting team to deliver key data-related outputs for custodian relationships.
• Build models, reports, and visualizations that support business understanding and operational decision-making.
• Collaborate with data, operations, and technology teams to ensure accuracy, consistency, and disciplined data practices.

Requirements

• Experience in wealth management, consulting, or a similar strategy and operations environment.
• Strong analytical and quantitative skills, with comfort working with data in a wealth-management context.
• Ability to manage multiple projects simultaneously with precision, structure, and follow-through.
• Excellent communication skills and the ability to distill complex information for senior audiences.
• A proactive, resourceful, execution-focused mindset.
• Comfort operating in a fast-moving, evolving, and sometimes ambiguous environment.
• 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.

Pay

The pay range for this position is $90,000-$115,000 USD per year. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. 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 giving back to the community

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.
• This position may require the ability to lift up to 15 pounds.