Jobs at Corient

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.

Performs bookkeeping, accounts payable, vendor maintenance, journal entries, reconciliations, 1099 processing, client record management, and financial reporting for high-net-worth clients. The role requires accurate data entry, Excel proficiency, accounting-system experience, strong organization, communication, and independent work. It is onsite four days per week and supports personal CFO and family office services.

Lead global compensation analysis and strategy: build and automate models, optimize Workday compensation configurations, benchmark market surveys, design pay and equity plans, advise HRBPs and Finance, manage global compensation cycles and governance to ensure compliance.

Provide high-level administrative support to multiple executives including C-suite: manage complex calendars, travel, meetings, expenses, presentations, and confidential information. Coordinate meeting logistics, vendor and relationship management, team events, ad-hoc projects and errands, and provide backup to other assistants while supporting internal and client-facing projects.

Prepares and reviews individual, trust, estate, gift, foundation, and business tax returns for high-net-worth clients. Responsibilities include tax research, analyzing client financial data, maintaining organized tax files, responding to federal and state notices, supporting tax planning, and staying current on tax legislation. The role requires strong accounting and tax knowledge, attention to detail, communication skills, and the ability to manage multiple deadlines in an onsite office environment.

Prepare and review individual, trust, estate, gift, foundation, and business tax returns; verify OCR-processed source documents; conduct tax research; assist with tax notices and audits; maintain organized files; input financial records; analyze tax data; and support tax planning. The intern works approximately 24 hours weekly from January through April 2027 and must work onsite four days per week.

Supports wealth management and financial planning teams by preparing client presentation materials, financial projections, net worth statements, cash flow reports, budgets, and planning summaries. Reviews and analyzes client information related to retirement, taxes, insurance, estate planning, gifting, and education. Researches financial planning topics, manages documents, assists with customized meeting templates, and contributes to firm initiatives while maintaining professionalism, confidentiality, and accuracy.

Provide tax compliance and planning for high-net-worth individuals and families, prepare and review individual, fiduciary, nonprofit, and entity tax filings, research complex tax issues, support time-sensitive client requests, and collaborate within a small integrated family office team.

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.

Lead M&A due diligence and integration planning, synthesize diligence into actionable integration roadmaps, manage cross-functional execution, support strategic growth initiatives, prepare executive presentations and reports, and coordinate with HR, Finance, Operations and Technology to drive client solutions projects to completion.

The Tax Manager will provide comprehensive tax compliance services, estate planning, and develop tax strategies. Responsibilities include managing client accounts, reviewing tax returns, and conducting business development.

Prepare and review tax returns and work papers for high-net-worth individuals, fiduciaries, nonprofits and entities; research complex tax issues; support income tax planning; respond to client requests; use compliance technology; collaborate within a small family-office team and maintain continuing education.

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.

Prepare and review individual, trust, estate, gift, foundation, and business tax returns; perform tax research; manage tax files and client data; assist with notices and support tax planning for high-net-worth clients.