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.

The Associate Wealth Advisor supports Wealth Advisors in managing client relationships, financial planning, and investment recommendations, developing independence in client management.

The Office Manager I at Corient greets visitors, manages office operations, coordinates onboarding, supports events, and ensures safety compliance.