Jobs at Corient

Designs, implements, and improves enterprise security capabilities across endpoint, cloud, network, data protection, email security, vulnerability management, SIEM, SOAR, and Zero Trust environments. Owns major security platforms including Rapid7, Microsoft Defender, Microsoft Purview, Mimecast, and Zscaler. Develops scalable architectures, detection and automation workflows, vulnerability controls, email protections, and security integrations while partnering with infrastructure, network, cloud, application engineering, security operations, and MDR teams.

Support the Portfolio Management team by helping adopt the centralized Corient Investment Platform, analyze client portfolios, run transition plans, perform data analytics on investment strategies, and assist in creating client/advisor education and marketing materials. Gain exposure to traditional and alternative investments and build investment knowledge.

Supports wealth management and financial planning for high- and ultra-high-net-worth clients by preparing presentation materials, projections, net worth statements, cash flow reports, budgets, and planning summaries. Reviews information related to retirement, taxes, insurance, estate planning, gifting, and education; researches planning topics; manages documents; and assists with firm initiatives and client service.

Supports technology strategy and roadmap execution through cross-functional initiative management, KPI tracking, executive communications, budgeting, vendor coordination, governance, workforce planning, data enablement, and M&A technology integration. Partners with technology, finance, data, Salesforce, and Addepar teams to improve operational alignment, reporting, platform adoption, and post-acquisition integration.

Prepare financial plans and preliminary recommendations for Wealth Advisors by collecting and analyzing client financial data. Create visuals, perform tax, estate, insurance, charitable and college planning, monitor and rebalance portfolios, handle operations (wires, journals, account openings), conduct investment research, maintain CRM workflows, and support the Wealth Planning Team in client meetings and portfolio recommendations.

Manage custodian and broker operational access, permissioning, and security administration; support institutional transitions and integrations; execute projects to improve operational efficiency; prepare and reconcile data for compliance; act as point of contact for stakeholders and ensure follow-through on tasks and communication.

Design, implement, and maintain enterprise security platforms and identity solutions across hybrid environments. Modernize IAM and identity governance, enhance email security, collaborate with infrastructure and cloud teams, automate controls using scripting and APIs, and provide secure-by-design engineering guidance.

Lead and support end-to-end strategic and operational projects for the Institutional Relationships team. Develop project plans, coordinate cross-functional workstreams, track KPIs, prepare executive presentations and dashboards, conduct research and analysis, support change management, and partner with data/reporting to build models and visualizations that inform operational decisions and improve client experience.

The role involves developing and managing the business continuity and disaster recovery programs, conducting risk assessments, and ensuring compliance with security regulations.

Support investment research and portfolio construction by analyzing securities, monitoring holdings, building model portfolios, performing financial modeling and due diligence, preparing investment memorandums, and communicating recommendations to advisors and clients. Learn and use market data systems and work on special projects to improve the investment platform while delivering best-in-class client service.