Jobs at Corient

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.

Lead security tooling operations, incident response, threat hunting, vulnerability management, and scripting/automation. Evaluate and deploy security technologies, mentor junior staff, remediate vulnerabilities, and leverage threat intelligence to reduce attack surface and improve organizational security posture.

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.

Manage and support enterprise network infrastructure including firewalls, VLANs, routing/switching, wireless, VPNs and monitoring. Deploy new office network hardware, perform cabling and ISP turn-up, and participate in change management. Provide operational support for Cisco ISE and Firepower environments, troubleshoot using packet-capture tools, maintain documentation, and collaborate with Security, Infrastructure, and End User Services teams.

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

Collect and analyze client financial data, prepare visuals and preliminary financial plans, support wealth strategists with tax, estate, insurance, gifting and college planning, monitor and rebalance portfolios, handle operations (wires, journals, account openings), conduct investment research, manage CRM workflows, and support the Wealth Planning Team in delivering comprehensive plans for high- and ultra-high-net-worth clients.

The Cybersecurity Operations Associate is responsible for security tooling operation, incident response, vulnerability management, and automation through scripting, focusing on enhancing security measures.

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.

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.