Corient
Corient Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers accidental death & dismemberment insurance
Offers life insurance
Offers dental insurance
Offers health insurance
Offers Health Savings Account (HSA)
Offers Flexible Spending Account (FSA)
Offers vision insurance
Provides family medical leave
Offers generous parental leave
Company Culture
Provides commuter benefits
Provides free snacks and drinks
Career Growth + Development
Provides customized development tracks
Job training & conferences
Work-Life Balance + Wellbeing
Offers generous PTO
Provides paid holidays
Provides bereavement leave
Offers paid volunteer time
Provides paid sick days
Recently posted jobs
Professional Services • Financial Services
Supports wealth management and financial planning teams by preparing client presentation materials, analyzing financial information, creating customized planning templates, researching financial topics, managing documents, and assisting with firm initiatives. The intern applies foundational knowledge of investments, insurance, estate planning, taxes, and financial planning while maintaining confidentiality, professionalism, organization, and strong client service.
Professional Services • Financial Services
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.
Professional Services • Financial Services
Manage and maintain client reporting templates, portal views, and data workflows for wealth management clients. Execute monthly and quarterly reporting cycles, support advisors and client service teams, monitor data feeds (security master, allocations, returns), and perform quality assurance to ensure reporting integrity. Partner with Advisory, Investments, Compliance, and Platforms teams to drive the reporting roadmap.
