Corient Benefits Overview

Supports wealth advisors and planning teams serving high-net-worth clients. Responsibilities include preparing financial plans, investment reports, tax and estate analyses, gathering client data, researching projections, documenting meetings, coordinating client service execution, and identifying client observations. The associate works under close supervision, supports client relationships, attends networking events, and develops financial planning and investment expertise while pursuing CFP credentials.

Performs bookkeeping, accounts payable, vendor maintenance, journal entries, reconciliations, 1099 processing, client financial applications, file maintenance, and ad hoc analysis. The role supports high-net-worth clients and requires accurate data entry, financial statement familiarity, Excel proficiency, strong organization, communication, and independent work. It is onsite four days per week.

Leads enterprise learning and development strategy, leadership programs, and the Analyst & Associate Training Program. Designs and facilitates learning experiences, manages stakeholders, vendors, logistics, budgets, communications, and measurement. Partners with HR and business leaders to align programs with organizational priorities, improve participant outcomes, and develop early-career and leadership talent. Requires strong facilitation, program management, executive presence, data analysis, and adult learning expertise.