Teams 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.