Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types 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.
Summary:
As the Vice President of Client Services, you will play a pivotal role in creating, developing, and managing Corient's front-office services and enhancing the overall client experience. Your primary responsibility will be to discern and understand the unique needs and requirements of our clients, both immediate and long-term, and to strategically align our company's capabilities to fulfill those needs. You will be instrumental in driving enterprise growth goals by delivering exceptional client solutions and fostering lasting partnerships.
Responsibilities:
Drive enterprise growth through enhancing Corient's value proposition, supporting new client acquisition, developing new revenue opportunities, and deepening client relationships to support retention.
Effectively manage competing priorities, translate ambiguity, and thrive in a dynamic, rapidly changing environment.
Develop a deep understanding of clients' implicit and explicit needs to tailor solutions accordingly.
Navigate complex stakeholder matrices to ensure seamless delivery of client solutions.
Lead and inspire cross-functional teams to deliver innovative solutions that exceed client expectations.
Identify and recommend improvement opportunities for existing solutions.
Lead and support development and launch of new solutions, such as Retirement Plan Services,
Banking and Lending Solutions, or other potential opportunities.
Oversee business operations for Client Solutions (budgeting, data & analytics, org. design).
Develop and prepare ad-hoc reports and presentation materials as needed.
Provide management support and guidance across our existing solutions, including:
Traditional Investments (Equities, Fixed Income, Cash, Values-aligned investing)
Wealth Planning and Wealth Transfer Planning
Family Office Services (Tax Planning and Compliance, Trust Services, Personal CFO Services)
Education, Skills, and Experience Requirements:
Master's degree in business administration, finance, or related field required.
Minimum of ten (10) years demonstrated success managing complex client relationships.
3+ years at a Big 3 firm (McKinsey, BCG, Bain) at the engagement manager or equivalent level desired.
Exceptional consultative abilities and excellent interpersonal skills with executive-level clients and colleagues.
A change agent with solid problem-solving skills.
Strong data focus with a proven track record of leading data-driven decision-making strategies.
Collaborative approach with the ability to work effectively in cross-functional teams.
Experience working within the wealth management or financial services industry preferred
U.S. Eligibility Requirements
Must be 18 years of age or older.
Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
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.
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:
Flexible & Hybrid Work Program
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
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
We are an equal-opportunity employer and value each person's unique background, diversity, experiences, perspectives and talents. 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 It is prohibited by law.
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.