Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities:

Platform Delivery & Execution

• Own cross-platform planning, milestones, dependencies, and delivery governance across Salesforce, Addepar, Vestmark, Sage Intacct, and FutureVault.

• Drive execution of platform roadmaps, major initiatives, and complex releases while protecting operational stability.

• Establish delivery cadences, decision forums, and escalation paths across technology and business teams.

• Proactively identify delivery risks, platform constraints, and downstream impacts.

• Manage change impacts to advisors, operations, and end users with clarity and discipline.

M&A Integration Enablement

• Translate M&A integration complexity into executable plans across enterprise platforms.

• Coordinate platform readiness, sequencing, data migration timelines, and cutover planning.

• Ensure integrations align with target-state architecture, operating model, and risk posture.

• Drive mitigation plans and informed trade-offs with leadership.

 Qualifications & Requirements:

• 5-10 years of experience in technical program management, delivery, or execution roles supporting enterprise platforms.

• Background in wealth management, asset management, fintech, or regulated financial services environments preferred.

• Experience managing vendor dependencies, platform constraints, and release cycles without defaulting to vendor support.

• Experience working directly with engineers, architects, security, and product leaders to resolve complex delivery issues.

• Exposure to multi-entity, multi-platform operating models at scale.

• Prior experience supporting advisor-facing or client-facing platforms strongly preferred.

• Hands-on experience supporting M&A integrations, system migrations, or large-scale operating-model change is a plus

Skills & Competencies:

• Strong understanding of how CRM, portfolio management, accounting, and document management platforms interact within a wealth management or financial services environment.

• Direct, hands-on experience leading delivery for at least two of the following enterprise platforms: Addepar, Salesforce, Vestmark, FutureVault, Sage Intacct.

• Understands how integrations, data flows, and workflows interact across systems.

• Strong command of dependency management, risk mitigation, and execution trade-offs in platform-heavy environments.

• Exceptional ability to turn ambiguity into structured, actionable plans and comfortable driving outcomes without formal authority.

• Pragmatic approach to sequencing, trade-offs, and adoption.

• Clear, concise communicator with senior leaders and technical teams.

• Able to translate execution complexity into decision-ready narratives.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. 

Pay Information

This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $125,000 - 160,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

• This position may require the ability to lift up to 15 pounds.

• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.

• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.

• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 401(k) Plan with Employer Matching 

• Four Medical Plan options that is generously subsidized by Corient

• Employer paid Dental, Vision & Life and AD&D Insurance 

• Employer paid Short-term & Long-term Disability  

• Paid Maternity & Parental Leave 

• Flexible Spending Accounts & Health Savings Accounts

• Dependent Care FSA 

• Commuter & Transit FSA 

• Corporate Discount Program - Perkspot 

• Training Reimbursement  

• Paid Professional Designations  

• Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.